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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1126
Cyndeo Wealth Partners
Florida
$9.75M +$2.04M +4,073 +28%
AA
1127
Argent Advisors
Louisiana
$9.72M +$423K +845 +5%
SA
1128
SpiderRock Advisors
Delaware
$9.71M +$9.4M +18,795 New
BBNA
1129
Bremer Bank National Association
Minnesota
$9.71M +$4.68M +9,346 +102%
MPM
1130
Meritage Portfolio Management
Kansas
$9.71M +$90.6K +181 +1%
MI
1131
Mango Investments
Colorado
$9.67M – – –
TPWA
1132
Twin Peaks Wealth Advisors
California
$9.66M +$141K +282 +2%
WMA
1133
Wealth Management Associates
New Jersey
$9.63M +$4.56M +9,107 +107%
MOS
1134
MGO One Seven
Ohio
$9.6M +$434K +868 +5%
AWG
1135
Altus Wealth Group
Colorado
$9.59M +$924K +1,846 +11%
WEG
1136
World Equity Group
Illinois
$9.59M -$4M -7,986 -30%
CC
1137
Chicago Capital
Illinois
$9.57M +$384K +768 +4%
VVP
1138
Venture Visionary Partners
Ohio
$9.57M -$273K -546 -3%
AAMC
1139
Asset Allocation & Management Company
Illinois
$9.57M – – –
PAMG
1140
Patton Albertson Miller Group
Tennessee
$9.56M -$2.11M -4,222 -19%
EWA
1141
EverSource Wealth Advisors
Alabama
$9.54M -$422K -843 -4%
CT
1142
Caldwell Trust
Florida
$9.54M +$566K +1,131 +7%
IAG
1143
Investment Advisory Group
Massachusetts
$9.54M +$393K +785 +5%
OCBCO
1144
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.53M – – –
RFP
1145
RCS Financial Planning
Maryland
$9.51M -$5.82M -11,624 -39%
ARG
1146
Advisory Resource Group
Oklahoma
$9.51M -$186K -371 -2%
MFG
1147
Mendota Financial Group
Wisconsin
$9.49M +$5.24M +10,473 +138%
FA
1148
FDx Advisors
Illinois
$9.48M -$12M -23,999 -57%
MMRF
1149
Michelson Medical Research Foundation
California
$9.46M – – –
ACP
1150
Arcus Capital Partners
Georgia
$9.4M -$1.34M -2,685 -13%
44 45
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