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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TMWM
1001
Taylor & Morgan Wealth Management
Michigan
$17.9M +$713K +1,242 +4%
BCA
1002
Bay Colony Advisors
Massachusetts
$17.8M +$559K +974 +4%
AF
1003
Apollon Financial
South Carolina
$17.7M +$386K +673 +2%
WS
1004
Wedbush Securities
California
$17.6M -$24.8M -43,263 -60%
EWA
1005
EverSource Wealth Advisors
Alabama
$17.6M +$925K +1,611 +6%
PCA
1006
Pallas Capital Advisors
Massachusetts
$17.5M -$74.1K -129 -0.5%
PM
1007
Pembroke Management
Quebec, Canada
$17.3M +$1.8M +3,136 +13%
CFS
1008
CRA Financial Services
New Jersey
$17.3M +$849K +1,478 +6%
SGCA
1009
Steel Grove Capital Advisors
Tennessee
$17.2M -$66.6K -116 -0.4%
AIM
1010
Acropolis Investment Management
Missouri
$17.2M -$180K -313 -1%
HC
1011
Headland Capital
South Carolina
$17.1M +$15.9M +27,612 New
CHA
1012
Cooper/Haims Advisors
New York
$17.1M +$2.22M +3,871 +16%
NAS
1013
NWF Advisory Services
California
$17.1M +$1.04M +1,809 +7%
TCA
1014
Trifecta Capital Advisors
Illinois
$17.1M +$156K +271 +1%
FLC
1015
Fifth Lane Capital
Texas
$17.1M +$15.8M +27,500 New
BIP
1016
Blueprint Investment Partners
North Carolina
$17.1M +$1.52M +2,654 +11%
CT
1017
Colonial Trust
South Carolina
$17M +$1.51M +2,633 +11%
PIA
1018
Pinion Investment Advisors
Kansas
$17M -$4.53M -7,881 -22%
BWM
1019
BCGM Wealth Management
Indiana
$17M -$225K -391 -1%
AC
1020
AlphaCore Capital
California
$17M +$7.57M +13,191 +93%
CTA
1021
Chesley Taft & Associates
Illinois
$17M +$199K +347 +1%
CWA
1022
Canvas Wealth Advisors
Kansas
$16.8M +$2.64M +4,593 +21%
EFA
1023
Evernest Financial Advisors
Indiana
$16.8M -$340K -592 -2%
GIC
1024
Generali Investments CEE
Czech Republic
$16.8M – – –
MPWT
1025
MassMutual Private Wealth & Trust
Connecticut
$16.7M +$492K +857 +3%
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