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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1101
Shulman DeMeo Asset Management
New York
$10.2M +$3.5K +7 +0%
CWM
1102
Connecticut Wealth Management
Connecticut
$10.2M -$410K -819 -4%
CWM
1103
Congress Wealth Management
Massachusetts
$10.2M -$6.68M -13,343 -41%
SC
1104
Sykon Capital
New York
$10.2M +$9.68M +19,346 New
AM
1105
AGF Management
Ontario, Canada
$10.1M -$104K -207 -1%
DFA
1106
DHK Financial Advisors
New Hampshire
$10.1M -$206K -412 -2%
BCG
1107
Breakwater Capital Group
New Jersey
$10.1M -$175K -350 -2%
DC
1108
Davenport & Co
Virginia
$10.1M -$252K -503 -3%
TCM
1109
Telos Capital Management
California
$10.1M +$199K +397 +2%
HSA
1110
HBK Sorce Advisory
Pennsylvania
$10M +$2.94M +5,882 +45%
RDIA
1111
RE Dickinson Investment Advisors
Iowa
$10M +$3.47M +6,944 +58%
UWS
1112
Unique Wealth Strategies
Illinois
$9.99M +$9.51M +19,005 New
SS
1113
Sound Stewardship
Kansas
$9.97M +$137K +273 +1%
GWM
1114
Greenhouse Wealth Management
Connecticut
$9.97M +$25.5K +51 +0.3%
SL
1115
Salomon & Ludwin
Virginia
$9.96M +$13K +26 +0.1%
ANBT
1116
American National Bank & Trust
Texas
$9.95M +$425K +849 +5%
SHFA
1117
SC&H Financial Advisors
Maryland
$9.93M -$296K -592 -3%
BHWM
1118
Beaird Harris Wealth Management
Texas
$9.91M -$575K -1,150 -6%
RWP
1119
Revolve Wealth Partners
New Jersey
$9.88M -$50K -100 -0.5%
HAC
1120
Harbor Advisory Corp
New Hampshire
$9.88M -$735K -1,469 -7%
WJWM
1121
Williams Jones Wealth Management
New York
$9.86M +$10.5K +21 +0.1%
DWM
1122
Darwin Wealth Management
Florida
$9.83M -$769K -1,537 -8%
MSFS
1123
Main Street Financial Solutions
Pennsylvania
$9.78M +$269K +537 +3%
EFMH
1124
E Fund Management (HK)
Hong Kong
$9.77M +$3.24M +6,482 +54%
EFM
1125
E Fund Management
China
$9.77M +$3.24M +6,482 +54%
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