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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
1151
Ted Buchan & Co
California
$12.7M +$233K +405 +2%
UWS
1152
Unique Wealth Strategies
Illinois
$12.6M -$97.6K -170 -0.8%
DA
1153
Doliver Advisors
Texas
$12.6M +$70K +122 +0.6%
CC
1154
Chicago Capital
Illinois
$12.6M -$458K -798 -4%
X
1155
Xponance
Pennsylvania
$12.5M -$2.28M -3,970 -16%
UB
1156
Umpqua Bank
Oregon
$12.5M -$2.38M -4,151 -17%
MCC
1157
Money Concepts Capital
Florida
$12.5M +$3.84M +6,688 +50%
YLHM
1158
Yelin Lapidot Holdings Management
Israel
$12.4M -$225K -392 -2%
SWP
1159
Strategic Wealth Partners
Ohio
$12.4M +$11.5M +20,001 New
AFP
1160
Ausdal Financial Partners
Iowa
$12.4M +$1.09M +1,899 +10%
BHWM
1161
Bay Harbor Wealth Management
Maryland
$12.4M -$12.8M -22,343 -53%
OWCM
1162
One Wealth Capital Management
Arizona
$12.4M -$6.04M -10,526 -35%
SS
1163
Sound Stewardship
Kansas
$12.4M +$836K +1,456 +8%
TCM
1164
Telos Capital Management
California
$12.4M +$857K +1,493 +8%
BFA
1165
Bright Financial Advisors
Michigan
$12.3M +$57.4K +100 +0.5%
CWM
1166
Cordatus Wealth Management
Pennsylvania
$12.2M +$11.3M +19,706 New
MCM
1167
MidAtlantic Capital Management
Virginia
$12.2M +$1.12M +1,943 +11%
CASB
1168
Cape Ann Savings Bank
Massachusetts
$12.2M -$62K -108 -0.5%
SL
1169
Sentry LLC
Tennessee
$12.1M +$752K +1,309 +7%
PIMG
1170
Patriot Investment Management Group
Tennessee
$12.1M -$14.4K -25 -0.1%
WMP
1171
Wealth Management Partners
Arizona
$12.1M +$417K +726 +4%
TCA
1172
Transcend Capital Advisors
New Jersey
$12.1M +$14.9K +26 +0.1%
SDAM
1173
Shulman DeMeo Asset Management
New York
$12.1M -$72.9K -127 -0.6%
RTL
1174
Red Tortoise LLC
Georgia
$12M -$405K -706 -4%
PWP
1175
Precedent Wealth Partners
Texas
$12M -$1.36M -2,368 -11%
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