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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
951
Diversified Portfolios Inc
Michigan
$23.6M +$382K +560 +2%
MWM
952
Mission Wealth Management
California
$23.5M -$509K -745 -2%
VPW
953
Vericrest Private Wealth
Pennsylvania
$23.5M +$112K +164 +0.5%
CST
954
Charles Schwab Trust
Nevada
$23.5M -$1.82M -2,661 -7%
MWP
955
Madison Wealth Partners
Wisconsin
$23.4M +$817K +1,196 +3%
AG
956
Ascent Group
Virginia
$23.4M -$10.2K -15 -0%
TR
957
Tepp RIA
New Jersey
$23.4M +$950K +1,391 +4%
SCP
958
Stevens Capital Partners
Nebraska
$23.3M -$118K -173 -0.5%
OWA
959
One Wealth Advisors
California
$23.3M -$384K -563 -2%
SC
960
Saiph Capital
New Jersey
$23.3M -$82.6K -121 -0.3%
DC
961
DeDora Capital
California
$23.3M -$5.46K -8 -0%
TC
962
TAGStone Capital
North Carolina
$23.3M +$675K +988 +3%
CG
963
Cynosure Group
Utah
$23.2M -$593M -867,824 -96%
WJA
964
Willis Johnson & Associates
Texas
$23.2M +$595K +872 +3%
JWM
965
Jackson Wealth Management
Florida
$23.2M +$66.9K +98 +0.3%
EWA
966
Emergent Wealth Advisors
New York
$22.9M +$384K +562 +2%
BFS
967
Bradley Foster & Sargent
Connecticut
$22.8M -$176K -258 -0.7%
SIM
968
Synergy Investment Management
Florida
$22.7M +$6.51M +9,536 +38%
STA
969
Summit Trail Advisors
New York
$22.7M +$10M +14,683 +73%
AF
970
AtlasMark Financial
Texas
$22.6M – – –
4WM
971
4J Wealth Management
Virginia
$22.6M -$2.5M -3,664 -10%
SVWG
972
Shared Vision Wealth Group
United States
$22.6M -$1.14M -1,663 -5%
GWM
973
GSB Wealth Management
Connecticut
$22.5M -$30.7K -45 -0.1%
WCFA
974
Walkner Condon Financial Advisors
Wisconsin
$22.4M -$153K -224 -0.6%
FDP
975
Financiere des Professionnels
Quebec, Canada
$22.4M -$12.1M -17,650 -34%
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