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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1201
Etesian Wealth Advisors
Oregon
$12.6M +$343K +533 +3%
HAC
1202
Harbor Advisory Corp
New Hampshire
$12.6M -$174K -270 -1%
PIMG
1203
Patriot Investment Management Group
Tennessee
$12.6M -$390K -605 -3%
NS
1204
NBC Securities
Alabama
$12.6M +$313K +486 +3%
GEA
1205
Glen Eagle Advisors
New Jersey
$12.6M +$212K +329 +2%
WMA
1206
Wealth Management Associates
New Jersey
$12.6M -$43.8K -68 -0.4%
AWMM
1207
Aegis Wealth Management (Maryland)
Maryland
$12.5M -$3.79M -5,886 -24%
FCA
1208
Fortis Capital Advisors
Kansas
$12.5M -$1.32M -2,052 -10%
OWCM
1209
One Wealth Capital Management
Arizona
$12.4M -$853K -1,324 -7%
EA
1210
Everpar Advisors
Oklahoma
$12.4M +$2.4M +3,719 +25%
IIC
1211
Integrated Investment Consultants
Michigan
$12.4M +$1.84M +2,853 +18%
CASB
1212
Cape Ann Savings Bank
Massachusetts
$12.4M -$701K -1,089 -6%
HGWM
1213
Horst & Graben Wealth Management
Oregon
$12.4M -$129K -200 -1%
VBA
1214
von Borstel & Associates
Oregon
$12.3M +$11.1M +17,222 +2,251%
LI
1215
Louisbourg Investments
New Brunswick, Canada
$12.3M -$618K -960 -5%
TW
1216
TritonPoint Wealth
Maryland
$12.3M -$354K -550 -3%
WG
1217
Welch Group
Alabama
$12.2M +$399K +619 +4%
GKIM
1218
GW&K Investment Management
Massachusetts
$12.2M +$1.08M +1,673 +10%
MPW
1219
MA Private Wealth
California
$12.2M -$144K -223 -1%
BW
1220
BIP Wealth
Georgia
$12.2M +$2.06M +3,191 +21%
UB
1221
Umpqua Bank
Oregon
$12.1M -$1.21M -1,882 -9%
RDWM
1222
Red Door Wealth Management
Tennessee
$12.1M -$103K -160 -0.9%
TVM
1223
True Vision MN
Minnesota
$12.1M +$609K +946 +6%
BCWM
1224
Bartlett & Co Wealth Management
Ohio
$12.1M -$167K -259 -1%
TCA
1225
Transcend Capital Advisors
New Jersey
$12.1M -$900K -1,398 -7%
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