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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAI
1076
Core Wealth Advisors (Indiana)
Indiana
$23M +$6.73M +9,240 +43%
TFM
1077
Trademark Financial Management
Minnesota
$22.9M -$4.07M -5,585 -15%
NL
1078
NWAM LLC
Washington
$22.9M -$832K -1,143 -4%
SSW
1079
Smith Shellnut Wilson
Mississippi
$22.9M +$15.3K +21 +0.1%
CLOS
1080
Compagnie Lombard Odier SCmA
Switzerland
$22.9M -$1.59M -2,183 -7%
JC
1081
JCSD Capital
California
$22.8M – – –
RWS
1082
Retirement Wealth Solutions
Wisconsin
$22.7M +$4.57M +6,273 +26%
NG
1083
Norden Group
Utah
$22.5M +$14.3M +19,685 +189%
IAA
1084
Independent Advisor Alliance
North Carolina
$22.5M -$151M -207,454 -87%
AMG
1085
Asset Management Group
Connecticut
$22.4M -$232K -318 -1%
WB
1086
WesBanco Bank
West Virginia
$22.3M +$505K +693 +2%
SFG
1087
Sovereign Financial Group
Connecticut
$22.3M +$2.59M +3,562 +14%
SWM
1088
Scissortail Wealth Management
Oklahoma
$22.2M +$11.2M +15,324 +107%
PCA
1089
Pallas Capital Advisors
Massachusetts
$22.1M +$1.83M +2,510 +9%
JRSI
1090
Jeter Robert S II
$22M +$178K +244 +0.8%
KWA
1091
Kingswood Wealth Advisors
California
$22M +$1.16M +1,594 +6%
PCA
1092
Providence Capital Advisors
North Carolina
$22M +$918K +1,260 +4%
SB
1093
Strategic Blueprint
Georgia
$22M +$2.89M +3,962 +16%
TNB
1094
Thomasville National Bank
Georgia
$21.9M +$21.3M +29,252 New
IFA
1095
Interactive Financial Advisors
Illinois
$21.8M -$466K -640 -2%
TMWM
1096
Taylor & Morgan Wealth Management
Michigan
$21.7M +$7.28K +10 +0%
OWA
1097
Oak Wealth Advisors
Illinois
$21.7M -$299K -411 -1%
OCBCO
1098
Oversea-Chinese Banking Corp (OCBC)
Singapore
$21.6M +$21M +28,840 New
BRM
1099
Boston Research & Management
Massachusetts
$21.6M -$149K -204 -0.7%
MSWMA
1100
Market Street Wealth Management Advisors
Indiana
$21.6M -$364K -500 -2%
42 43
44
45 46