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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1126
Empirical Wealth Management
Washington
$6.22M -$247K -587 -4%
SWA
1127
Sax Wealth Advisors
New Jersey
$6.21M -$326K -774 -5%
EAM
1128
Erste Asset Management
Austria
$6.21M -$1.66M -3,950 -22%
NPP
1129
New Potomac Partners
Maryland
$6.2M -$113K -267 -2%
GP
1130
Geneva Partners
Wisconsin
$6.19M +$29.5K +70 +0.5%
RFP
1131
RCS Financial Planning
Maryland
$6.18M +$907K +2,152 +18%
APG
1132
Abacus Planning Group
South Carolina
$6.15M +$15.6K +37 +0.3%
TWA
1133
TCI Wealth Advisors
Arizona
$6.15M +$200K +475 +4%
AFG
1134
Atomi Financial Group
New York
$6.15M -$1.28M -3,031 -18%
JSTA
1135
Japan Science & Technology Agency
Japan
$6.13M -$909M -2,157,100 -99%
ICP
1136
Interchange Capital Partners
Pennsylvania
$6.12M +$1.33M +3,155 +30%
AFS
1137
Axiom Financial Strategies
Indiana
$6.11M +$5.78M +13,716 New
TW
1138
Transform Wealth
Colorado
$6.08M +$78.4K +186 +1%
AFP
1139
Ausdal Financial Partners
Iowa
$6.07M -$453K -1,075 -7%
WP
1140
WealthSource Partners
California
$6.05M -$490K -1,162 -8%
CD
1141
Chapin Davis
Maryland
$6.04M +$43.4K +103 +0.8%
MAWAG
1142
Mid-American Wealth Advisory Group
Missouri
$6.02M +$5.66M +13,434 New
EFS
1143
Essex Financial Services
Connecticut
$5.99M -$453K -1,076 -7%
KIA
1144
KCM Investment Advisors
California
$5.97M -$1.5M -3,559 -21%
AAS
1145
Annex Advisory Services
Wisconsin
$5.92M +$318K +754 +6%
WWC
1146
Waypoint Wealth Counsel
Georgia
$5.92M -$3.37K -8 -0.1%
TWP
1147
Tempus Wealth Planning
California
$5.89M +$133K +315 +2%
QC
1148
Quent Capital
New York
$5.88M -$3.79K -9 -0.1%
SGK
1149
Steigerwald Gordon & Koch
Virginia
$5.87M -$44.2K -105 -0.8%
SFP
1150
Sterling Financial Planning
New Jersey
$5.86M +$224K +531 +4%
44 45
46
47 48