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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
1401
Twin Focus Capital Partners
Massachusetts
$6.02M +$33.9K +61 +0.6%
SMG
1402
Smart Money Group
Texas
$5.98M +$7.23K +13 +0.1%
PCA
1403
Prosperity Capital Advisors
Ohio
$5.95M +$376K +677 +7%
CWA
1404
CM Wealth Advisors
Ohio
$5.94M +$928K +1,669 +19%
TSW
1405
Three Seasons Wealth
Utah
$5.93M +$3.89K +7 +0.1%
ITB
1406
Idaho Trust Bank
Idaho
$5.93M -$457K -822 -7%
SFPG
1407
Stonebridge Financial Planning Group
Florida
$5.92M -$48.4K -87 -0.8%
QP
1408
Quartz Partners
New York
$5.9M +$5.69M +10,231 New
CC
1409
Cypress Capital
Tennessee
$5.88M -$3.99M -7,174 -41%
ESB
1410
Essex Savings Bank
Connecticut
$5.86M +$3.55M +6,393 +169%
EP
1411
Essential Planning
New Hampshire
$5.86M -$94.5K -170 -2%
SAM
1412
S.A. Mason
Michigan
$5.85M -$228K -410 -4%
BTWM
1413
Brass Tax Wealth Management
Ohio
$5.84M -$415K -746 -7%
IC
1414
Iconiq Capital
California
$5.84M -$751K -1,350 -12%
CC
1415
Callan Capital
California
$5.83M +$20K +36 +0.4%
AWAU
1416
Alliance Wealth Advisors (Utah)
Utah
$5.81M +$534K +960 +11%
PP
1417
PFS Partners
New Jersey
$5.81M -$71.7K -129 -1%
NYLIM
1418
New York Life Investment Management
New York
$5.77M +$5.57M +10,009 New
OAS
1419
Optivise Advisory Services
Tennessee
$5.77M +$59.5K +107 +1%
EBA
1420
Eagle Bay Advisors
New York
$5.76M -$1.08M -1,946 -16%
PTP
1421
Platform Technology Partners
New York
$5.75M +$443K +796 +9%
JJBC
1422
James J. Burns & Company
New York
$5.73M -$35.6K -64 -0.6%
LWM
1423
Lakeridge Wealth Management
Ohio
$5.72M +$70.1K +126 +1%
FNBOO
1424
First National Bank of Omaha
Nebraska
$5.69M – – –
GWSG
1425
GPS Wealth Strategies Group
Colorado
$5.69M +$1.33M +2,386 +32%
55 56
57
58 59