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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1001
NWAM LLC
Washington
$16.1M -$14M -23,645 -45%
SS
1002
Sunbelt Securities
Texas
$16.1M -$4.69M -7,939 -22%
CAG
1003
Csenge Advisory Group
Florida
$16M -$742K -1,257 -4%
OWA
1004
Oak Wealth Advisors
Illinois
$16M +$647K +1,095 +4%
PCA
1005
Pallas Capital Advisors
Massachusetts
$15.9M +$3.54K +6 +0%
SAF
1006
Smith Anglin Financial
Texas
$15.9M -$465K -787 -3%
BAS
1007
Breakthru Advisory Services
Wisconsin
$15.9M -$777K -1,315 -4%
AA
1008
ArborFi Advisors
Michigan
$15.8M +$1.69M +2,868 +11%
SAS
1009
SMI Advisory Services
Indiana
$15.8M +$3.46M +5,852 +23%
AIM
1010
Acropolis Investment Management
Missouri
$15.7M -$600K -1,016 -4%
TW
1011
Transform Wealth
Colorado
$15.7M +$8.1M +13,718 +97%
UCB
1012
United Community Bank
South Carolina
$15.6M +$59.1K +100 +0.4%
SGCA
1013
Steel Grove Capital Advisors
Tennessee
$15.6M -$217K -367 -1%
BWM
1014
BCGM Wealth Management
Indiana
$15.6M -$267K -452 -2%
AF
1015
Apollon Financial
South Carolina
$15.6M +$1.07M +1,805 +7%
GS
1016
GTS Securities
Florida
$15.5M -$14.1M -23,962 -46%
TMWM
1017
Taylor & Morgan Wealth Management
Michigan
$15.5M -$271K -459 -2%
EFA
1018
Evernest Financial Advisors
Indiana
$15.5M +$273K +462 +2%
PWM
1019
Pines Wealth Management
North Carolina
$15.5M +$9.83M +16,640 +115%
BCA
1020
Bay Colony Advisors
Massachusetts
$15.5M -$123K -208 -0.7%
SCP
1021
Silverleafe Capital Partners
Tennessee
$15.4M -$1.24M -2,099 -7%
FAT
1022
First American Trust
California
$15.4M +$14.4M +24,422 +823%
PCP
1023
Proficio Capital Partners
Massachusetts
$15.4M -$73.2K -124 -0.5%
PBO
1024
Peoples Bank (Ohio)
Ohio
$15.4M -$357K -604 -2%
TCA
1025
Trifecta Capital Advisors
Illinois
$15.3M -$231K -392 -1%
39 40
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