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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1476
Daymark Wealth Partners
Ohio
$6.52M +$208K +351 +3%
GLLW
1477
Graves Light Lenhart Wealth
Virginia
$6.52M -$14.2K -24 -0.2%
RP
1478
Riverbridge Partners
Minnesota
$6.51M +$4.78M +8,080 +271%
BWA
1479
BlueChip Wealth Advisors
Georgia
$6.51M +$34.9K +59 +0.5%
GWS
1480
Greykasell Wealth Strategies
California
$6.51M +$6.54M +11,051 New
ASW
1481
Astoria Strategic Wealth
Texas
$6.5M +$21.3K +36 +0.3%
VCM
1482
Vivaldi Capital Management
Illinois
$6.5M +$823K +1,390 +15%
CWA
1483
CM Wealth Advisors
Ohio
$6.49M +$434K +733 +7%
GWP
1484
Gen-Wealth Partners
Michigan
$6.47M +$26.6K +45 +0.4%
OCFG
1485
O'Connor Financial Group
Illinois
$6.47M -$394K -666 -6%
NB
1486
Nicolet Bankshares
Wisconsin
$6.46M – – –
MCI
1487
MRP Capital Investments
Georgia
$6.46M +$1.97M +3,332 +44%
1NWS
1488
1 North Wealth Services
Maryland
$6.43M +$6.46M +10,917 New
ICP
1489
Interchange Capital Partners
Pennsylvania
$6.39M -$790K -1,334 -11%
IFA
1490
Index Fund Advisors
California
$6.39M -$140K -236 -2%
SAM
1491
Strategy Asset Managers
California
$6.37M -$362K -611 -5%
VA
1492
Vident Advisory
Georgia
$6.35M +$2.49M +4,203 +64%
SFC
1493
Strategic Financial Concepts
Texas
$6.34M +$4.26M +7,192 +201%
NMG
1494
New Millennium Group
Utah
$6.32M +$690K +1,165 +12%
ISWM
1495
Independent Solutions Wealth Management
New York
$6.31M +$5.8M +9,799 +1,059%
AWMG
1496
ADG Wealth Management Group
Louisiana
$6.31M +$6.34M +10,717 New
AIC
1497
Allodium Investment Consultants
Minnesota
$6.3M +$6.34M +10,709 New
LIA
1498
LifePlan Investment Advisors
North Carolina
$6.28M -$479K -810 -7%
PWA
1499
Peterson Wealth Advisors
Utah
$6.28M +$1.21M +2,044 +24%
FMP
1500
Financial Management Professionals
Texas
$6.25M +$69.8K +118 +1%
58 59
60
61 62