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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1201
Montis Financial
Massachusetts
$10.3M -$260K -441 -2%
MWM
1202
MBE Wealth Management
Wisconsin
$10.3M +$2.16M +3,662 +25%
SWP
1203
Summit Wealth Partners
Florida
$10.3M +$2.55M +4,319 +31%
BCWM
1204
Bartlett & Co Wealth Management
Ohio
$10.3M -$11.8K -20 -0.1%
GEA
1205
Glen Eagle Advisors
New Jersey
$10.3M +$367K +621 +4%
CWIG
1206
Chung Wu Investment Group
Texas
$10.3M -$255K -432 -2%
RDWM
1207
Red Door Wealth Management
Tennessee
$10.3M +$7.68K +13 +0.1%
DC
1208
Davenport & Co
Virginia
$10.2M +$1.05M +1,780 +11%
SL
1209
Sentry LLC
Tennessee
$10.2M +$946K +1,602 +10%
AFP
1210
Ausdal Financial Partners
Iowa
$10.2M +$1.82M +3,075 +20%
AWA
1211
Arete Wealth Advisors
Illinois
$10.2M +$169K +286 +2%
PIA
1212
Perennial Investment Advisors
California
$10.2M -$3.92M -6,639 -27%
SB
1213
Simmons Bank
Arkansas
$10.1M -$40.2K -68 -0.4%
AWM
1214
Ameliora Wealth Management
Switzerland
$10.1M +$131K +222 +1%
OCM
1215
Objective Capital Management
Ohio
$10.1M -$4.11M -6,953 -28%
RWP
1216
Revolve Wealth Partners
New Jersey
$10.1M -$92.1K -156 -0.9%
BWMG
1217
Barnes Wealth Management Group
California
$10.1M -$543K -920 -5%
NFG
1218
Nations Financial Group
Iowa
$10.1M +$4.01M +6,792 +61%
WF
1219
Wayfinding Financial
Washington
$10M -$233K -394 -2%
LIA
1220
Luken Investment Analytics
Tennessee
$10M +$5.08M +8,602 +93%
TRIA
1221
Trail Ridge Investment Advisors
Colorado
$9.96M -$3.51M -5,940 -25%
MW
1222
Maia Wealth
Colorado
$9.96M +$478K +809 +5%
GM
1223
GeoWealth Management
Illinois
$9.94M +$46.6K +79 +0.4%
MCM
1224
MidAtlantic Capital Management
Virginia
$9.94M +$505K +856 +5%
PRTG
1225
Post Resch Tallon Group
New York
$9.92M +$529K +896 +5%
47 48
49
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