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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1526
Cornerstone Planning Group
New Jersey
$8.06M +$477K +702 +6%
CWP
1527
Curated Wealth Partners
California
$8.06M +$1.49M +2,197 +23%
SAM
1528
Strategy Asset Managers
California
$8.04M +$1.25M +1,840 +19%
HWM
1529
Hohimer Wealth Management
Washington
$8.03M -$63.2K -93 -0.8%
EI
1530
EFG International
$8.02M +$7.95M +11,706 New
TC
1531
Trust Company
Kansas
$8.02M +$188K +277 +2%
AWA
1532
Asempa Wealth Advisors
Louisiana
$8M +$7.93M +11,677 New
GWS
1533
Greykasell Wealth Strategies
California
$7.98M +$769K +1,133 +11%
WP
1534
Westmount Partners
California
$7.93M -$37.3K -55 -0.5%
ICP
1535
Interchange Capital Partners
Pennsylvania
$7.93M +$60.4K +89 +0.8%
GWP
1536
Gen-Wealth Partners
Michigan
$7.88M +$1.03M +1,519 +15%
SSW
1537
Stone Summit Wealth
Florida
$7.87M +$46.9K +69 +0.6%
ACP
1538
Arcus Capital Partners
Georgia
$7.85M +$61.8K +91 +0.8%
FWP
1539
FAS Wealth Partners
Kansas
$7.85M +$2.39M +3,518 +44%
LA
1540
Lifeworks Advisors
Michigan
$7.82M +$504K +742 +7%
TCA
1541
Transcend Capital Advisors
New Jersey
$7.8M -$4.51M -6,639 -37%
TCOV
1542
Trust Company of Vermont
Vermont
$7.78M +$367K +540 +5%
LWM
1543
Lakeridge Wealth Management
Ohio
$7.78M +$14.3K +21 +0.2%
PG
1544
Patten Group
Tennessee
$7.77M +$227K +334 +3%
BAMG
1545
Brand Asset Management Group
Missouri
$7.75M -$9.51K -14 -0.1%
WCM
1546
Winthrop Capital Management
Indiana
$7.75M -$649K -955 -8%
BPWM
1547
Badgley Phelps Wealth Managers
Washington
$7.73M +$349K +514 +5%
FWP
1548
Forefront Wealth Partners
Texas
$7.71M -$1.73M -2,544 -18%
ASW
1549
Astoria Strategic Wealth
Texas
$7.7M +$84.9K +125 +1%
BFC
1550
Bedel Financial Consulting
Indiana
$7.7M -$108K -159 -1%
60 61
62
63 64