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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ES
1076
Eagle Strategies
New York
$7.1M +$210K +470 +3%
WP
1077
WMS Partners
Maryland
$7.06M +$249K +557 +4%
BWP
1078
Baldwin Wealth Partners
Massachusetts
$7.04M -$86.3K -193 -1%
T
1079
TrueFG
Texas
$7.02M -$5.37K -12 -0.1%
BFA
1080
BBJS Financial Advisors
Washington
$7.01M -$1.3M -2,906 -15%
FAIM
1081
Financial Advocates Investment Management
Washington
$6.99M -$1.23M -2,746 -14%
BL
1082
BFSG LLC
California
$6.97M -$310K -693 -4%
NL
1083
NEPC LLC
Massachusetts
$6.97M – – –
RTL
1084
Red Tortoise LLC
Georgia
$6.92M – – –
MLA
1085
My Legacy Advisors
Oregon
$6.9M +$355K +793 +5%
VCA
1086
Verdence Capital Advisors
Maryland
$6.89M +$449K +1,004 +7%
CIC
1087
Carnegie Investment Counsel
Ohio
$6.89M -$3.32M -7,433 -32%
AWG
1088
Altus Wealth Group
Colorado
$6.88M +$3.42M +7,640 +91%
MD
1089
Money Design
Japan
$6.84M +$179K +401 +3%
IIC
1090
Integrated Investment Consultants
Michigan
$6.8M -$310K -692 -4%
UOTTAIMCU
1091
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6.79M +$7.07M +15,811 New
RCIM
1092
Red Cedar Investment Management
Michigan
$6.76M +$7.04M +15,743 New
MOS
1093
MGO One Seven
Ohio
$6.76M -$23.3K -52 -0.3%
CT
1094
Caldwell Trust
Florida
$6.74M +$251K +562 +4%
LCWP
1095
Legacy Capital Wealth Partners
Arkansas
$6.74M +$7.02M +15,690 New
SCM
1096
SOL Capital Management
Maryland
$6.73M +$2.62M +5,866 +60%
SFG
1097
Sunburst Financial Group
Alabama
$6.72M – – –
EWA
1098
EverSource Wealth Advisors
Alabama
$6.72M +$3.87M +8,646 +124%
EI
1099
Ellevest Inc
New York
$6.71M -$255K -569 -4%
KCM
1100
Kennicott Capital Management
California
$6.71M -$14M -31,237 -67%
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