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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Connecticut Wealth Management
Connecticut
$8.64M +$56.4K +126 +0.6%
RWP
1002
Revolve Wealth Partners
New Jersey
$8.59M +$26.4K +59 +0.3%
GCM
1003
Granby Capital Management
Florida
$8.59M – – –
IA
1004
IFG Advisory
Georgia
$8.59M +$993K +2,220 +12%
4WM
1005
4J Wealth Management
Virginia
$8.58M +$1.33M +2,970 +17%
HNW
1006
High Note Wealth
Minnesota
$8.5M +$609K +1,362 +7%
BHWM
1007
Beaird Harris Wealth Management
Texas
$8.5M -$54.1K -121 -0.6%
LIM
1008
Leavell Investment Management
Alabama
$8.49M +$1.99M +4,455 +29%
LT
1009
Legacy Trust
Michigan
$8.49M -$159K -356 -2%
V
1010
VeraBank
Texas
$8.47M +$550K +1,229 +7%
AM
1011
AGF Management
Ontario, Canada
$8.43M -$2.88M -6,438 -25%
WCP
1012
Wick Capital Partners
Pennsylvania
$8.43M -$210K -469 -2%
DFA
1013
DHK Financial Advisors
New Hampshire
$8.41M – – –
AI
1014
Arrien Investments
Idaho
$8.41M -$329K -735 -4%
SHFA
1015
SC&H Financial Advisors
Maryland
$8.39M -$144K -323 -2%
PI
1016
Pachira Investments
California
$8.35M -$211K -472 -2%
D
1017
Dentgroup
Louisiana
$8.25M +$1.75M +3,905 +26%
SDAM
1018
Shulman DeMeo Asset Management
New York
$8.23M +$306K +683 +4%
BTWM
1019
Baker Tilly Wealth Management
Wisconsin
$8.23M -$355K -794 -4%
ZF
1020
Zhang Financial
Michigan
$8.22M +$301K +673 +4%
AC
1021
Avestar Capital
New York
$8.21M -$2.52M -5,628 -23%
WJWM
1022
Williams Jones Wealth Management
New York
$8.15M -$179K -401 -2%
BAM
1023
Belpointe Asset Management
Nevada
$8.14M +$3.79M +8,482 +81%
SL
1024
Salomon & Ludwin
Virginia
$8.12M +$60.8K +136 +0.7%
GWM
1025
Greenhouse Wealth Management
Connecticut
$8.06M – – –
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