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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1301
Atlantic Union Bankshares
Virginia
$7.4M +$1.15M +2,073 +19%
RC
1302
Roundview Capital
New Jersey
$7.4M +$200K +359 +3%
BWM
1303
Bulltick Wealth Management
Florida
$7.37M +$6M +10,796 +547%
NW
1304
NewEdge Wealth
Pennsylvania
$7.34M +$947K +1,704 +15%
HWP
1305
Heritage Wealth Partners
Ohio
$7.3M -$2.15M -3,875 -23%
CWM
1306
Certus Wealth Management
California
$7.3M +$1.27M +2,279 +22%
QWM
1307
Quadcap Wealth Management
Texas
$7.3M -$108K -194 -2%
AI
1308
Atom Investors
Texas
$7.29M – – –
NCM
1309
Nelson Capital Management
California
$7.27M +$126K +227 +2%
TFA
1310
Transamerica Financial Advisors
Florida
$7.22M +$6.96M +12,517 New
DWM
1311
Dogwood Wealth Management
Kansas
$7.19M – – –
SAM
1312
Smartleaf Asset Management
Massachusetts
$7.18M +$630K +1,133 +10%
SFP
1313
Sterling Financial Planning
New Jersey
$7.17M -$40K -72 -0.6%
EWA
1314
Etesian Wealth Advisors
Oregon
$7.17M +$3.16M +5,682 +84%
JIC
1315
Joel Isaacson & Co
New York
$7.16M +$102K +183 +1%
CWM
1316
C2C Wealth Management
Arizona
$7.14M +$115K +207 +2%
CFG
1317
Cooper Financial Group
California
$7.12M -$805K -1,447 -10%
BB
1318
Busey Bank
Illinois
$7.12M +$341K +614 +5%
ACP
1319
Arcus Capital Partners
Georgia
$7.11M -$3.08M -5,546 -31%
RCM
1320
Raleigh Capital Management
North Carolina
$7.11M -$353K -635 -5%
WAL
1321
W Advisors LLC
Tennessee
$7.09M +$153K +276 +2%
AWA
1322
Arete Wealth Advisors
Illinois
$7.08M -$4.55M -8,190 -40%
SWA
1323
Strata Wealth Advisors
Texas
$7.08M -$169K -304 -2%
BFC
1324
Bedel Financial Consulting
Indiana
$7.07M +$255K +459 +4%
CCG
1325
Catalina Capital Group
California
$7.06M +$144K +259 +2%
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