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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
951
Madison Wealth Partners
Wisconsin
$23.4M +$817K +1,196 +3%
AG
952
Ascent Group
Virginia
$23.4M -$10.2K -15 -0%
TR
953
Tepp RIA
New Jersey
$23.4M +$950K +1,391 +4%
SCP
954
Stevens Capital Partners
Nebraska
$23.3M -$118K -173 -0.5%
OWA
955
One Wealth Advisors
California
$23.3M -$384K -563 -2%
SC
956
Saiph Capital
New Jersey
$23.3M -$82.6K -121 -0.3%
DC
957
DeDora Capital
California
$23.3M -$5.46K -8 -0%
TC
958
TAGStone Capital
North Carolina
$23.3M +$675K +988 +3%
CG
959
Cynosure Group
Utah
$23.2M -$593M -867,824 -96%
WJA
960
Willis Johnson & Associates
Texas
$23.2M +$595K +872 +3%
JWM
961
Jackson Wealth Management
Florida
$23.2M +$66.9K +98 +0.3%
EWA
962
Emergent Wealth Advisors
New York
$22.9M +$384K +562 +2%
BFS
963
Bradley Foster & Sargent
Connecticut
$22.8M -$176K -258 -0.7%
SIM
964
Synergy Investment Management
Florida
$22.7M +$6.51M +9,536 +38%
STA
965
Summit Trail Advisors
New York
$22.7M +$10M +14,683 +73%
AF
966
AtlasMark Financial
Texas
$22.6M – – –
4WM
967
4J Wealth Management
Virginia
$22.6M -$2.5M -3,664 -10%
SVWG
968
Shared Vision Wealth Group
United States
$22.6M -$1.14M -1,663 -5%
GWM
969
GSB Wealth Management
Connecticut
$22.5M -$30.7K -45 -0.1%
WCFA
970
Walkner Condon Financial Advisors
Wisconsin
$22.4M -$153K -224 -0.6%
FDP
971
Financiere des Professionnels
Quebec, Canada
$22.4M -$12.1M -17,650 -34%
MCCA
972
Mill Creek Capital Advisors
Pennsylvania
$22.4M +$1.08M +1,584 +5%
KDA
973
Kraft Davis & Associates
Missouri
$22.4M -$794K -1,163 -4%
AWM
974
Able Wealth Management
New Jersey
$22.2M +$14.4M +21,097 +163%
CAC
975
Certified Advisory Corp
Florida
$22.2M -$601K -880 -3%
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