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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
1001
Endeavor Private Wealth
Kansas
$26.6M +$8.94M +12,274 +53%
WS
1002
Wedbush Securities
California
$26.6M +$1.73M +2,378 +7%
EWA
1003
Emergent Wealth Advisors
New York
$26.5M +$564K +775 +2%
CI
1004
CX Institutional
Indiana
$26.4M -$42.3M -58,073 -62%
HWA
1005
Hilltop Wealth Advisors
North Carolina
$26.4M -$849K -1,166 -3%
CPC
1006
Congress Park Capital
New York
$26.4M +$1.66M +2,276 +7%
CST
1007
Charles Schwab Trust
Nevada
$26.2M -$695K -955 -3%
PFA
1008
Providence Financial Advisors
Kansas
$26.1M +$710K +975 +3%
WCFA
1009
Walkner Condon Financial Advisors
Wisconsin
$26M +$301K +414 +1%
AI
1010
Arvest Investments
Arkansas
$26M -$2.03M -2,791 -7%
CFA
1011
Churchill Financial Advisors
Kentucky
$26M +$3.72M +5,109 +17%
WJA
1012
Willis Johnson & Associates
Texas
$25.9M -$692K -950 -3%
OBWA
1013
Oak Barrel Wealth Advisory
Virginia
$25.8M +$25.1M +34,503 New
WF
1014
Williams Financial
Vermont
$25.8M +$1.14M +1,560 +5%
BFS
1015
Bradley Foster & Sargent
Connecticut
$25.7M -$420K -577 -2%
TR
1016
Tepp RIA
New Jersey
$25.7M -$1.08M -1,482 -4%
4WM
1017
4J Wealth Management
Virginia
$25.7M -$257K -353 -1%
GWM
1018
GSB Wealth Management
Connecticut
$25.7M -$120K -165 -0.5%
EA
1019
Everpar Advisors
Oklahoma
$25.6M +$3.67M +5,046 +17%
AWA
1020
Acumen Wealth Advisors
Tennessee
$25.3M -$31M -42,565 -56%
ML
1021
McAdam LLC
Pennsylvania
$25.2M -$2.59M -3,551 -10%
ST
1022
Sageworth Trust
Pennsylvania
$25.2M -$52.4K -72 -0.2%
FPCP
1023
Fort Point Capital Partners
California
$25.2M +$2.29M +3,141 +10%
VPW
1024
Vericrest Private Wealth
Pennsylvania
$25.1M -$1.74M -2,390 -7%
CTA
1025
Chesley Taft & Associates
Illinois
$25M +$2.19M +3,009 +10%
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41
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