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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1051
Canal Capital Management
Virginia
$14.4M +$1.6M +2,712 +12%
GWMIA
1052
Global Wealth Management Investment Advisory
Florida
$14.4M +$497K +842 +3%
EW
1053
Elyxium Wealth
California
$14.3M -$1.18M -2,004 -7%
MBT
1054
Montecito Bank & Trust
California
$14.3M -$58.5K -99 -0.4%
MFT
1055
Moisand Fitzgerald Tamayo
Florida
$14.2M -$391K -662 -3%
CWP
1056
Cyndeo Wealth Partners
Florida
$14.1M +$412K +697 +3%
ZF
1057
Zhang Financial
Michigan
$14.1M +$505K +855 +4%
PGWM
1058
Parisi Gray Wealth Management
New Jersey
$14.1M -$416K -705 -3%
CPC
1059
Congress Park Capital
New York
$14.1M +$911K +1,542 +7%
CTC
1060
Central Trust Company
Missouri
$14M +$187K +317 +1%
SB
1061
Strategic Blueprint
Georgia
$14M -$314K -531 -2%
BCM
1062
Becker Capital Management
Oregon
$14M +$566K +959 +4%
VP
1063
Verum Partners
North Carolina
$14M -$178K -302 -1%
IWMWV
1064
Ironwood Wealth Management (West Virginia)
West Virginia
$14M -$540K -914 -3%
BIP
1065
Blueprint Investment Partners
North Carolina
$13.9M -$5.76M -9,759 -28%
CT
1066
Colonial Trust
South Carolina
$13.9M +$708K +1,199 +5%
PM
1067
Pembroke Management
Quebec, Canada
$13.9M +$243K +412 +2%
HCM
1068
Highview Capital Management
Illinois
$13.9M -$1.84M -3,124 -11%
AG
1069
AlTi Global
New York
$13.9M -$14.9M -25,303 -51%
NB
1070
Northwest Bancshares
Pennsylvania
$13.9M +$116K +197 +0.8%
AWMM
1071
Aegis Wealth Management (Maryland)
Maryland
$13.9M -$2.02M -3,428 -12%
PCM
1072
Parsons Capital Management
Rhode Island
$13.8M -$205K -348 -1%
I2I
1073
Insight 2811 Inc
Illinois
$13.8M +$1.9M +3,225 +15%
TFF
1074
The Family Firm
Maryland
$13.7M +$48.4K +82 +0.3%
JFG
1075
JDM Financial Group
Texas
$13.7M -$136K -230 -0.9%
41 42
43
44 45