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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1201
Transcend Capital Advisors
New Jersey
$11.5M -$6.27M -10,587 -35%
CC
1202
Chicago Capital
Illinois
$11.3M +$32.6K +55 +0.3%
LA
1203
Latitude Advisors
Florida
$11.3M -$1.85M -3,131 -14%
MWM
1204
Merriman Wealth Management
Washington
$11.3M -$566K -956 -5%
GWM
1205
Greenhouse Wealth Management
Connecticut
$11.2M +$27.2K +46 +0.2%
4FG
1206
4Thought Financial Group
New York
$11.2M -$2.32M -3,918 -17%
CC
1207
Copperleaf Capital
North Carolina
$11.2M -$2.39M -4,044 -18%
SS
1208
Sound Stewardship
Kansas
$11.1M -$152K -256 -1%
WMP
1209
Wealth Management Partners
Arizona
$11.1M +$61K +103 +0.5%
TBC
1210
Ted Buchan & Co
California
$11.1M +$75.8K +128 +0.7%
BWMG
1211
Barnes Wealth Management Group
California
$11.1M +$11.1M +18,809 New
MD
1212
Money Design
Japan
$11.1M +$736K +1,243 +7%
MF
1213
Montis Financial
Massachusetts
$11M +$3.46M +5,842 +45%
HAC
1214
Harbor Advisory Corp
New Hampshire
$11M +$772K +1,305 +7%
SHFA
1215
SC&H Financial Advisors
Maryland
$11M -$49.1K -83 -0.4%
TFS
1216
Thoroughbred Financial Services
Tennessee
$11M +$1.24M +2,090 +13%
MOS
1217
MGO One Seven
Ohio
$11M – – –
GG
1218
Greenwood Gearhart
Arkansas
$11M +$11.1M +18,684 New
CWIG
1219
Chung Wu Investment Group
Texas
$11M +$11.1M +18,682 New
MSFS
1220
Main Street Financial Solutions
Pennsylvania
$11M -$97.7K -165 -0.9%
WF
1221
Welch & Forbes
Massachusetts
$10.9M +$291K +491 +3%
NG
1222
Novem Group
New York
$10.8M +$10.8M +18,300 New
BCWM
1223
Bartlett & Co Wealth Management
Ohio
$10.8M -$668K -1,129 -6%
WF
1224
Wayfinding Financial
Washington
$10.7M -$681K -1,151 -6%
RDWM
1225
Red Door Wealth Management
Tennessee
$10.7M +$420K +709 +4%
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