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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
951
Copperleaf Capital
North Carolina
$12.5M +$318K +710 +3%
WEG
952
World Equity Group
Illinois
$12.5M +$1.09M +2,430 +10%
SFFS
953
Stonehage Fleming Financial Services
Jersey
$12.5M -$380K -850 -3%
GAM
954
Gould Asset Management
California
$12.5M -$75.2K -168 -0.6%
FFS
955
Founders Financial Securities
Maryland
$12.5M +$338K +756 +3%
TPWA
956
TRUE Private Wealth Advisors
Oregon
$12.5M -$74.7K -167 -0.6%
SAM
957
Secure Asset Management
Michigan
$12.4M -$8.61M -19,226 -42%
GHA
958
Granite Harbor Advisors
Texas
$12.4M -$358K -800 -3%
HNW
959
High Note Wealth
Minnesota
$12.4M +$2.75M +6,152 +31%
PHAM
960
Palisades Hudson Asset Management
Florida
$12.4M +$201K +450 +2%
PM
961
Pembroke Management
Quebec, Canada
$12.4M -$221K -493 -2%
TNBTD
962
Trustmark National Bank Trust Department
Mississippi
$12.3M -$185K -413 -2%
CW
963
CreativeOne Wealth
Kansas
$12.3M -$214K -479 -2%
AFG
964
Atomi Financial Group
New York
$12.3M +$846K +1,889 +8%
HCM
965
Hengehold Capital Management
Ohio
$12.3M +$1.18M +2,639 +11%
BWS
966
Buck Wealth Strategies
Colorado
$12.3M -$1.34K -3 -0%
TFF
967
The Family Firm
Maryland
$12.3M -$148K -331 -1%
MWP
968
MYCIO Wealth Partners
Pennsylvania
$12.2M +$963K +2,152 +9%
JHCP
969
Jackson Hole Capital Partners
Oklahoma
$12.2M +$354K +792 +3%
OP
970
ORG Partners
Indiana
$12.2M +$10.9M +24,294 +2,093%
CAM
971
Concorde Asset Management
Michigan
$12.2M +$9.78M +21,848 +106%
AWS
972
Aspen Wealth Strategies
Colorado
$12.1M +$9.55M +21,345 +535%
PTC
973
Private Trust Company
Ohio
$12.1M +$1.01M +2,254 +10%
CCM
974
Canal Capital Management
Virginia
$12.1M +$953K +2,129 +9%
CHA
975
Cooper/Haims Advisors
New York
$11.9M -$122K -273 -1%
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