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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
976
Trifecta Capital Advisors
Illinois
$13.7M +$1.02M +2,042 +9%
PGWM
977
Parisi Gray Wealth Management
New Jersey
$13.6M -$877K -1,752 -6%
JHCP
978
Jackson Hole Capital Partners
Oklahoma
$13.6M +$102K +204 +0.8%
TNBTD
979
Trustmark National Bank Trust Department
Mississippi
$13.5M -$54.5K -109 -0.4%
MPWT
980
MassMutual Private Wealth & Trust
Connecticut
$13.5M -$3.92M -7,843 -23%
OCM
981
Orion Capital Management
California
$13.5M +$1.25M +2,506 +11%
BFS
982
Bare Financial Services
Pennsylvania
$13.4M +$6.23M +12,446 +88%
WB
983
WesBanco Bank
West Virginia
$13.4M +$1.58M +3,155 +14%
NAS
984
NWF Advisory Services
California
$13.4M +$932K +1,862 +8%
GAM
985
Gould Asset Management
California
$13.4M -$375K -749 -3%
TFF
986
The Family Firm
Maryland
$13.4M -$126K -252 -1%
LSAG
987
Lake Street Advisors Group
New Hampshire
$13.3M -$712K -1,423 -5%
SFP
988
Shepherd Financial Partners
Massachusetts
$13.3M +$284K +568 +2%
SSCM
989
Spectrum Strategic Capital Management
Oregon
$13.3M +$2.27M +4,531 +22%
V
990
VeraBank
Texas
$13.3M +$661K +1,322 +6%
LA
991
Latitude Advisors
Florida
$13.3M +$1.27M +2,544 +11%
PVI
992
Pine Valley Investments
New Jersey
$13.2M -$719K -1,436 -5%
PHAM
993
Palisades Hudson Asset Management
Florida
$13.2M -$387K -773 -3%
AHC
994
Anderson Hoagland & Co
Missouri
$13.2M +$319K +638 +3%
OWA
995
Outlook Wealth Advisors
Texas
$13.2M +$7.44M +14,876 +146%
PM
996
Pembroke Management
Quebec, Canada
$13.1M -$470K -939 -4%
FIM
997
Fernwood Investment Management
Massachusetts
$13.1M +$233K +466 +2%
4WM
998
4J Wealth Management
Virginia
$13.1M +$7K +14 +0.1%
CHA
999
Cooper/Haims Advisors
New York
$13.1M -$50.5K -101 -0.4%
BWA
1000
Beam Wealth Advisors
Louisiana
$13.1M +$346K +692 +3%
38 39
40
41 42