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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
951
One Wealth Advisors
California
$24.9M -$331K -488 -1%
MWP
952
Moller Wealth Partners
$24.9M -$1.99M -2,936 -7%
MW
953
Members Wealth
Pennsylvania
$24.6M -$792K -1,166 -3%
SCP
954
Stevens Capital Partners
Nebraska
$24.6M +$3.24M +4,767 +15%
LP
955
LGL Partners
Pennsylvania
$24.6M -$58.4K -86 -0.2%
AG
956
Ascent Group
Virginia
$24.5M +$2.74M +4,032 +13%
KW
957
Keyvantage Wealth
Pennsylvania
$24.5M +$23.3M +34,292 +2,298%
VPW
958
Vericrest Private Wealth
Pennsylvania
$24.5M +$24.3M +35,783 New
SC
959
Saiph Capital
New Jersey
$24.5M +$314K +463 +1%
AI
960
Arvest Investments
Arkansas
$24.5M +$1.18M +1,744 +5%
DC
961
DeDora Capital
California
$24.4M +$57.7K +85 +0.2%
DPI
962
Diversified Portfolios Inc
Michigan
$24.4M -$1.08M -1,588 -4%
CFO
963
CVA Family Office
Colorado
$24.3M +$112K +165 +0.5%
JWM
964
Jackson Wealth Management
Florida
$24.2M +$1.79M +2,629 +8%
PCA
965
Pallas Capital Advisors
Massachusetts
$24.1M +$4.33M +6,371 +22%
PPC
966
Park Place Capital
Alabama
$24.1M -$2.19M -3,229 -8%
BFS
967
Bradley Foster & Sargent
Connecticut
$24.1M -$1.34M -1,973 -5%
KCA
968
Kastel Capital Advisors
Massachusetts
$24.1M +$23.9M +35,140 New
XF
969
XML Financial
Maryland
$24M +$717K +1,056 +3%
FA
970
Flagstar Advisors
New York
$24M -$2.83M -4,174 -11%
OCA
971
OpenArc Corporate Advisory
Georgia
$23.9M +$23.7M +34,927 New
PFG
972
Pacific Financial Group
Washington
$23.9M +$1.52M +2,237 +7%
CAC
973
Certified Advisory Corp
Florida
$23.8M -$457K -673 -2%
CIP
974
Capital Insight Partners
Arizona
$23.7M -$2M -2,940 -8%
MWP
975
Madison Wealth Partners
Wisconsin
$23.7M +$683K +1,006 +3%
37 38
39
40 41