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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
976
Clear Creek Financial Management
Washington
$5.37M -$8.81M -22,744 -64%
IP
977
Investment Partners
Ohio
$5.34M +$43.4K +112 +0.8%
HPWM
978
Highland Private Wealth Management
Washington
$5.34M +$114K +294 +2%
APW
979
Acima Private Wealth
Virginia
$5.3M +$73.6K +190 +1%
CL
980
COWA LLC
Oklahoma
$5.3M -$360K -931 -7%
EI
981
Ellevest Inc
New York
$5.28M – – –
CG
982
Caprock Group
Idaho
$5.25M +$314K +812 +7%
SWPG
983
Strategic Wealth Partners Group
Illinois
$5.23M +$238K +614 +5%
MSAGDF
984
Moneda SA Administradora General de Fondos
Chile
$5.23M +$1.72M +4,442 +51%
TC
985
Trust Company
Kansas
$5.21M +$41.8K +108 +0.8%
WMP
986
Wealth Management Partners
Arizona
$5.2M -$476K -1,230 -9%
GP
987
Geneva Partners
Wisconsin
$5.2M +$87.9K +227 +2%
XF
988
XML Financial
Maryland
$5.19M +$81.3K +210 +2%
AW
989
ACG Wealth
Georgia
$5.17M -$99.9K -258 -2%
MBT
990
Montecito Bank & Trust
California
$5.17M -$307K -794 -6%
GLLW
991
Graves Light Lenhart Wealth
Virginia
$5.17M +$375K +969 +8%
SGK
992
Steigerwald Gordon & Koch
Virginia
$5.15M +$699K +1,806 +16%
OFG
993
Omega Financial Group
California
$5.15M -$2.32K -6 -0%
CIR
994
Clear Investment Research
Georgia
$5.13M -$75.5K -195 -1%
SFPG
995
Stonebridge Financial Planning Group
Florida
$5.06M +$89.4K +231 +2%
PAM
996
PVG Asset Management
Colorado
$5.04M +$4.9M +12,665 New
MWC
997
MBM Wealth Consultants
Missouri
$5.04M -$230K -593 -4%
SFP
998
Sterling Financial Planning
New Jersey
$5.04M -$78.2K -202 -2%
FCT
999
Family Capital Trust
Massachusetts
$5.03M -$49.9K -129 -1%
MWM
1000
McNaughton Wealth Management
California
$5M +$909K +2,348 +23%
38 39
40
41 42