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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1151
Cypress Capital Advisors
Tennessee
$12.7M +$1.76M +3,067 +18%
TBC
1152
Ted Buchan & Co
California
$12.7M +$233K +405 +2%
UWS
1153
Unique Wealth Strategies
Illinois
$12.6M -$97.6K -170 -0.8%
DA
1154
Doliver Advisors
Texas
$12.6M +$70K +122 +0.6%
CC
1155
Chicago Capital
Illinois
$12.6M -$458K -798 -4%
X
1156
Xponance
Pennsylvania
$12.5M -$2.28M -3,970 -16%
UB
1157
Umpqua Bank
Oregon
$12.5M -$2.38M -4,151 -17%
MCC
1158
Money Concepts Capital
Florida
$12.5M +$3.84M +6,688 +50%
YLHM
1159
Yelin Lapidot Holdings Management
Israel
$12.4M -$225K -392 -2%
SWP
1160
Strategic Wealth Partners
Ohio
$12.4M +$11.5M +20,001 New
AFP
1161
Ausdal Financial Partners
Iowa
$12.4M +$1.09M +1,899 +10%
BHWM
1162
Bay Harbor Wealth Management
Maryland
$12.4M -$12.8M -22,343 -53%
OWCM
1163
One Wealth Capital Management
Arizona
$12.4M -$6.04M -10,526 -35%
SS
1164
Sound Stewardship
Kansas
$12.4M +$836K +1,456 +8%
TCM
1165
Telos Capital Management
California
$12.4M +$857K +1,493 +8%
BFA
1166
Bright Financial Advisors
Michigan
$12.3M +$57.4K +100 +0.5%
CWM
1167
Cordatus Wealth Management
Pennsylvania
$12.2M +$11.3M +19,706 New
MCM
1168
MidAtlantic Capital Management
Virginia
$12.2M +$1.12M +1,943 +11%
CASB
1169
Cape Ann Savings Bank
Massachusetts
$12.2M -$62K -108 -0.5%
SL
1170
Sentry LLC
Tennessee
$12.1M +$752K +1,309 +7%
PIMG
1171
Patriot Investment Management Group
Tennessee
$12.1M -$14.4K -25 -0.1%
WMP
1172
Wealth Management Partners
Arizona
$12.1M +$417K +726 +4%
TCA
1173
Transcend Capital Advisors
New Jersey
$12.1M +$14.9K +26 +0.1%
SDAM
1174
Shulman DeMeo Asset Management
New York
$12.1M -$72.9K -127 -0.6%
RTL
1175
Red Tortoise LLC
Georgia
$12M -$405K -706 -4%
45 46
47
48 49