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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
976
Baker Tilly Wealth Management
Wisconsin
$5.92M +$33.5K +80 +0.6%
HWMA
977
Heritage Wealth Management (Arizona)
Arizona
$5.92M +$2.86M +6,816 +98%
JIR
978
James Investment Research
Ohio
$5.91M -$135K -323 -2%
FWP
979
Firethorn Wealth Partners
Georgia
$5.89M -$69.1K -165 -1%
OPWM
980
Oxinas Partners Wealth Management
Indiana
$5.88M -$116K -278 -2%
JA
981
JVL Associates
Michigan
$5.85M – – –
CAG
982
Csenge Advisory Group
Florida
$5.84M -$46.1K -110 -0.8%
FNBOSM
983
First National Bank of South Miami
Florida
$5.84M -$56.1K -134 -1%
APG
984
Abacus Planning Group
South Carolina
$5.8M -$72.5K -173 -1%
S
985
SignatureFD
Georgia
$5.79M +$1.31M +3,121 +30%
GP
986
Geneva Partners
Wisconsin
$5.79M +$168K +401 +3%
EFS
987
Essex Financial Services
Connecticut
$5.77M – – –
X
988
Xponance
Pennsylvania
$5.73M -$287K -686 -5%
CG
989
Caprock Group
Idaho
$5.72M +$39.8K +95 +0.7%
EI
990
Ellevest Inc
New York
$5.7M – – –
SFPG
991
Stonebridge Financial Planning Group
Florida
$5.69M +$295K +705 +6%
OCM
992
Orion Capital Management
California
$5.68M +$1.13M +2,699 +26%
SGCA
993
Steel Grove Capital Advisors
Tennessee
$5.67M +$701K +1,673 +15%
WA
994
Winfield Associates
Ohio
$5.63M +$230K +548 +4%
PPP
995
Private Portfolio Partners
New Jersey
$5.62M +$263K +629 +5%
APW
996
Acima Private Wealth
Virginia
$5.61M -$121K -290 -2%
MSAGDF
997
Moneda SA Administradora General de Fondos
Chile
$5.6M -$44K -105 -0.8%
9WM
998
9258 Wealth Management
Ohio
$5.6M +$759K +1,812 +16%
RWP
999
Ridgecrest Wealth Partners
California
$5.58M +$2.05M +4,883 +60%
TC
1000
Trust Company
Kansas
$5.58M -$55.7K -133 -1%
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40
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