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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1226
Wayfinding Financial
Washington
$10.7M -$681K -1,151 -6%
RDWM
1227
Red Door Wealth Management
Tennessee
$10.7M +$420K +709 +4%
SB
1228
Simmons Bank
Arkansas
$10.7M -$41.4K -70 -0.4%
LI
1229
Louisbourg Investments
New Brunswick, Canada
$10.7M -$1.23M -2,080 -10%
NP
1230
NorthRock Partners
Minnesota
$10.6M +$158K +267 +1%
SFA
1231
Salus Financial Advisors
Colorado
$10.6M +$10.7M +18,079 New
RWP
1232
Revolve Wealth Partners
New Jersey
$10.6M -$173K -292 -2%
CFG
1233
Cosner Financial Group
Colorado
$10.6M -$1.69M -2,859 -14%
CF
1234
Corebridge Financial
Texas
$10.6M +$10.7M +18,000 New
MW
1235
Maia Wealth
Colorado
$10.6M +$765K +1,292 +8%
MWM
1236
MY Wealth Management
Maryland
$10.6M +$2.84M +4,806 +36%
FWP
1237
Firethorn Wealth Partners
Georgia
$10.6M -$807K -1,363 -7%
NAS
1238
Nicolet Advisory Services
Wisconsin
$10.6M -$860K -1,453 -7%
TCM
1239
Telos Capital Management
California
$10.6M +$35.5K +60 +0.3%
FFM
1240
Fullerton Fund Management
Singapore
$10.5M -$38.9M -65,785 -79%
WMA
1241
Wealth Management Associates
New Jersey
$10.5M +$102K +173 +1%
AG
1242
Ascent Group
Virginia
$10.5M -$2.46M -4,164 -19%
IAIM
1243
International Assets Investment Management
Florida
$10.5M +$79.9K +135 +0.8%
AWP
1244
Avid Wealth Partners
Texas
$10.5M +$2.34M +3,956 +28%
CCP
1245
Cassia Capital Partners
North Carolina
$10.5M -$68.1K -115 -0.6%
AWA
1246
Arete Wealth Advisors
Illinois
$10.5M +$3.24M +5,472 +44%
AWM
1247
Ameliora Wealth Management
Switzerland
$10.5M -$2.12M -3,585 -17%
RW
1248
REDW Wealth
New Mexico
$10.5M +$9.17M +15,498 +673%
AM
1249
AGF Management
Ontario, Canada
$10.5M -$76.9K -130 -0.7%
TA
1250
TFB Advisors
Kansas
$10.5M +$996K +1,682 +10%
48 49
50
51 52