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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1176
Ellevest Inc
New York
$7.47M +$895 +2 +0%
UOTTAIMCU
1177
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.42M -$121K -270 -2%
SFG
1178
Sunburst Financial Group
Alabama
$7.42M -$55.5K -124 -0.8%
MCA
1179
MSH Capital Advisors
Arizona
$7.4M -$1.11M -2,478 -14%
MF
1180
Meridian Financial
Massachusetts
$7.36M +$122K +273 +2%
BFA
1181
BBJS Financial Advisors
Washington
$7.36M -$406K -908 -6%
CG
1182
Caprock Group
Idaho
$7.34M +$21.9K +49 +0.3%
SPWM
1183
Spartan Planning & Wealth Management
North Carolina
$7.33M +$3.83M +8,555 +126%
CPA
1184
Cardiff Park Advisors
California
$7.31M +$30.4K +68 +0.4%
IW
1185
Instrumental Wealth
Florida
$7.24M -$164K -367 -2%
EWM
1186
Empirical Wealth Management
Washington
$7.23M +$339K +757 +5%
LCWP
1187
Legacy Capital Wealth Partners
Arkansas
$7.21M -$269K -602 -4%
SWP
1188
Strategic Wealth Partners
Ohio
$7.2M -$60.9K -136 -0.9%
SWA
1189
Sax Wealth Advisors
New Jersey
$7.19M -$82.8K -185 -1%
FGAM
1190
Financial Gravity Asset Management
Texas
$7.16M +$6.71M +14,997 New
CFC
1191
Client First Capital
California
$7.13M -$751K -1,677 -10%
GP
1192
Geneva Partners
Wisconsin
$7.13M +$225K +503 +3%
CIC
1193
Cutler Investment Counsel
Oregon
$7.12M +$1.47M +3,281 +28%
JIP
1194
Jaffetilchin Investment Partners
Florida
$7.01M -$48.3K -108 -0.7%
9WM
1195
9258 Wealth Management
Ohio
$6.99M -$274K -612 -4%
HWMA
1196
Heritage Wealth Management (Arizona)
Arizona
$6.96M +$6.53M +14,580 New
AEPWM
1197
Atlantic Edge Private Wealth Management
Florida
$6.93M +$6.5M +14,515 New
CWP
1198
Cyndeo Wealth Partners
Florida
$6.92M +$3.26M +7,280 +101%
WAOI
1199
Wealth Advisors of Iowa
Iowa
$6.9M -$39.4K -88 -0.6%
TWP
1200
Tempus Wealth Planning
California
$6.89M +$548K +1,225 +9%
46 47
48
49 50