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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1226
Savvy Advisors Inc
New York
$7.77M +$5.93M +11,286 +388%
CWS
1227
Confluence Wealth Services
Pennsylvania
$7.77M +$268K +510 +4%
TFS
1228
Thoroughbred Financial Services
Tennessee
$7.75M +$802K +1,525 +12%
MC
1229
Moors & Cabot
Massachusetts
$7.71M +$863K +1,641 +13%
HWMA
1230
Heritage Wealth Management (Arizona)
Arizona
$7.7M -$986K -1,876 -12%
HFO
1231
Heritage Family Offices
Arizona
$7.7M +$7.4M +14,075 New
MCA
1232
MSH Capital Advisors
Arizona
$7.67M -$658K -1,252 -8%
EWM
1233
Empirical Wealth Management
Washington
$7.66M -$351K -668 -5%
NG
1234
NatWest Group
United Kingdom
$7.66M – – –
OPA
1235
Old Port Advisors
Maine
$7.65M +$533K +1,014 +8%
ES
1236
Eagle Strategies
New York
$7.65M -$7.95M -15,115 -52%
SFG
1237
Sunburst Financial Group
Alabama
$7.64M -$786K -1,494 -10%
NPP
1238
New Potomac Partners
Maryland
$7.59M -$57.8K -110 -0.8%
CFG
1239
Cooper Financial Group
California
$7.55M +$289K +550 +4%
SMI
1240
Shelter Mutual Insurance
Missouri
$7.52M – – –
CIC
1241
Carnegie Investment Counsel
Ohio
$7.52M -$59.4K -113 -0.8%
KC
1242
Kingfisher Capital
North Carolina
$7.51M -$30K -57 -0.4%
TW
1243
Transform Wealth
Colorado
$7.51M +$411K +781 +6%
CIC
1244
Cutler Investment Counsel
Oregon
$7.49M +$276K +524 +4%
BBWP
1245
Beacon Bridge Wealth Partners
Pennsylvania
$7.46M -$34.7K -66 -0.5%
APG
1246
Abacus Planning Group
South Carolina
$7.44M -$30K -57 -0.4%
CA
1247
Claro Advisors
Massachusetts
$7.42M +$1.09M +2,071 +18%
GM
1248
GeoWealth Management
Illinois
$7.39M -$1.04M -1,978 -13%
MAM
1249
MMA Asset Management
Pennsylvania
$7.38M +$336K +639 +5%
BW
1250
BIP Wealth
Georgia
$7.37M +$113K +215 +2%
48 49
50
51 52