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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
1026
ICA Group Wealth Management
Colorado
$10.7M +$956K +2,136 +11%
GWMIA
1027
Global Wealth Management Investment Advisory
Florida
$10.7M +$101K +225 +1%
PNC
1028
Park National Corp
Ohio
$10.6M -$105K -234 -1%
CFS
1029
CRA Financial Services
New Jersey
$10.6M +$154K +343 +2%
WF
1030
Wayfinding Financial
Washington
$10.5M -$1.39M -3,116 -12%
FPFS
1031
First Personal Financial Services
North Carolina
$10.4M -$228K -510 -2%
CIAS
1032
Capital Investment Advisory Services
North Carolina
$10.3M -$46.1K -103 -0.5%
LEA
1033
Legacy Edge Advisors
New York
$10.3M +$9.65M +21,561 New
BCM
1034
Becker Capital Management
Oregon
$10.3M +$2.09M +4,678 +28%
NSIM
1035
North Star Investment Management
Illinois
$10.3M +$160K +357 +2%
CT
1036
Colonial Trust
South Carolina
$10.3M +$585K +1,306 +6%
IA
1037
IFG Advisory
Georgia
$10.3M +$655K +1,464 +7%
FPW
1038
Flagship Private Wealth
Massachusetts
$10.2M -$273K -609 -3%
FFP
1039
Forbes Financial Planning
Rhode Island
$10.2M -$71.2K -159 -0.7%
SAW
1040
Signal Advisors Wealth
Michigan
$10.2M +$9.52M +21,279 New
PWM
1041
Power Wealth Management
Georgia
$10.2M +$9.52M +21,275 New
AFG
1042
AFS Financial Group
Maryland
$10.2M -$259K -579 -3%
WMP
1043
Wealth Management Partners
Arizona
$10.2M +$2.24K +5 +0%
RWIA
1044
Roger Wittlin Investment Advisory
California
$10.1M +$97.6K +218 +1%
RTL
1045
Red Tortoise LLC
Georgia
$10.1M +$2.29M +5,110 +32%
SR
1046
Syntax Research
Florida
$10.1M -$2.48M -5,532 -21%
SB
1047
Strategic Blueprint
Georgia
$9.97M +$1.79M +3,998 +24%
SSCM
1048
Spectrum Strategic Capital Management
Oregon
$9.92M +$9.3M +20,778 New
NAS
1049
Nicolet Advisory Services
Wisconsin
$9.89M +$295K +658 +3%
IFAM
1050
Institutional & Family Asset Management
Colorado
$9.87M -$11.2K -25 -0.1%
40 41
42
43 44