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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
1126
Fairvoy Private Wealth
Alabama
$16.2M -$907K -1,328 -5%
BAH
1127
Beacon Advisors Holdings
Texas
$16.2M -$125K -183 -0.7%
EW
1128
Elyxium Wealth
California
$16.2M +$182K +267 +1%
HIA
1129
Harbor Investment Advisory
Maryland
$16.1M +$135K +198 +0.8%
CWP
1130
Cyndeo Wealth Partners
Florida
$16.1M +$299K +438 +2%
SAS
1131
SMI Advisory Services
Indiana
$16M -$2.81M -4,109 -15%
HC
1132
Hoese & Co
Minnesota
$15.9M -$5.72M -8,375 -26%
GWANC
1133
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.9M +$6.15K +9 +0%
PBO
1134
Peoples Bank (Ohio)
Ohio
$15.9M +$90.1K +132 +0.5%
PGWM
1135
Parisi Gray Wealth Management
New Jersey
$15.8M -$2.05K -3 -0%
ISL
1136
Ingalls & Snyder LLC
New York
$15.8M +$546K +800 +3%
IAG
1137
Investment Advisory Group
Massachusetts
$15.8M +$371K +544 +2%
BF
1138
Baring Financial
Washington
$15.8M +$534K +782 +3%
PIA
1139
Perennial Investment Advisors
California
$15.8M +$7.22M +10,575 +78%
RWS
1140
Retirement Wealth Solutions
Wisconsin
$15.7M +$2.69M +3,933 +20%
FNT
1141
First National Trust
Pennsylvania
$15.7M +$206K +302 +1%
TVM
1142
True Vision MN
Minnesota
$15.7M +$4.07M +5,958 +33%
DIM
1143
Delta Investment Management
California
$15.7M +$182K +267 +1%
AHC
1144
Anderson Hoagland & Co
Missouri
$15.7M +$16.4K +24 +0.1%
VP
1145
Verum Partners
North Carolina
$15.7M -$212K -311 -1%
TPWA
1146
Twin Peaks Wealth Advisors
California
$15.6M +$5.55M +8,132 +51%
DCM
1147
Disciplina Capital Management
Tennessee
$15.6M – – –
MFG
1148
Mosaic Financial Group
Illinois
$15.6M -$295K -432 -2%
CTWM
1149
Cherry Tree Wealth Management
Minnesota
$15.6M -$254K -372 -2%
OC
1150
Oarsman Capital
Wisconsin
$15.6M -$1.24M -1,810 -7%
44 45
46
47 48