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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
976
Oak Wealth Advisors
Illinois
$20.8M +$1.01M +1,568 +5%
CT
977
Colonial Trust
South Carolina
$20.8M +$2.37M +3,677 +13%
SF
978
SWP Financial
California
$20.8M +$158K +246 +0.8%
PFGIA
979
Patriot Financial Group Insurance Agency
Massachusetts
$20.7M -$27.3M -42,424 -58%
ATS
980
Ashton Thomas Securities
New York
$20.6M +$19.9M +30,902 New
AMG
981
Asset Management Group
Connecticut
$20.6M -$41.2K -64 -0.2%
SSW
982
Smith Shellnut Wilson
Mississippi
$20.6M +$36.7K +57 +0.2%
MWP
983
MYCIO Wealth Partners
Pennsylvania
$20.6M -$249K -386 -1%
LLWM
984
Life Line Wealth Management
California
$20.4M -$254K -394 -1%
JC
985
JCSD Capital
California
$20.4M – – –
CWA
986
Centennial Wealth Advisory
Michigan
$20.4M +$797K +1,237 +4%
AWP
987
Astra Wealth Partners
New Jersey
$20.3M +$341K +529 +2%
AA
988
ACT Advisors
North Carolina
$20.2M -$3.18M -4,943 -14%
GVAG
989
Great Valley Advisor Group
Delaware
$20.2M +$41.9K +65 +0.2%
AL
990
ADE LLC
Maryland
$20.1M +$181K +281 +0.9%
GWM
991
Global Wealth Management
New Jersey
$20.1M -$1.42M -2,202 -7%
AWM
992
Ameliora Wealth Management
Switzerland
$20.1M +$3.49M +5,413 +22%
TNB
993
Thomasville National Bank
Georgia
$20.1M -$258K -400 -1%
MSWMA
994
Market Street Wealth Management Advisors
Indiana
$20.1M -$106K -165 -0.5%
EW
995
Element Wealth
Mississippi
$20M +$47.7K +74 +0.2%
BRM
996
Boston Research & Management
Massachusetts
$19.7M -$124K -193 -0.7%
TMWM
997
Taylor & Morgan Wealth Management
Michigan
$19.7M +$323K +502 +2%
CPC
998
Congress Park Capital
New York
$19.6M +$2.2M +3,416 +13%
FFG
999
Foundry Financial Group
New Hampshire
$19.6M +$260K +404 +1%
BCA
1000
Bay Colony Advisors
Massachusetts
$19.6M +$392K +609 +2%
38 39
40
41 42