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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1551
Westmount Partners
California
$9.07M +$326K +447 +4%
ASG
1552
Advisory Solutions Group
Minnesota
$9.01M +$8.76M +12,025 New
GWS
1553
Greykasell Wealth Strategies
California
$8.99M +$283K +389 +3%
KGP
1554
Keystone Global Partners
Colorado
$8.98M -$184K -252 -2%
LCWP
1555
Legacy Capital Wealth Partners
Arkansas
$8.97M -$92.5K -127 -1%
SWA
1556
Strategic Wealth Advisors
Arizona
$8.96M -$633K -869 -6%
IWB
1557
Innovative Wealth Building
Maryland
$8.94M -$328K -450 -4%
PWP
1558
Prasad Wealth Partners
Ohio
$8.93M +$127K +174 +1%
OAC
1559
OMERS Administration Corp
Ontario, Canada
$8.93M – – –
JCM
1560
Jacobi Capital Management
Pennsylvania
$8.89M +$16K +22 +0.2%
HBFP
1561
Henderson Brothers Financial Partners
Pennsylvania
$8.89M -$7.64M -10,490 -47%
AIC
1562
Allodium Investment Consultants
Minnesota
$8.89M -$100K -138 -1%
AWM
1563
Alterna Wealth Management
Texas
$8.88M +$4.53M +6,226 +111%
KIA
1564
KCM Investment Advisors
California
$8.87M +$60.4K +83 +0.7%
IA
1565
Inspire Advisors
Idaho
$8.85M +$3.57M +4,906 +71%
LOWM
1566
Laurel Oak Wealth Management
New Jersey
$8.81M -$172K -236 -2%
MFP
1567
Meridian Financial Partners
Virginia
$8.8M -$89.6K -123 -1%
TS
1568
TradeWell Securities
Indiana
$8.79M -$206K -283 -2%
ASW
1569
Astoria Strategic Wealth
Texas
$8.78M +$83.7K +115 +1%
AFC
1570
Avise Financial Cooperative
California
$8.77M +$295K +405 +4%
BHBT
1571
Burke & Herbert Bank & Trust
Virginia
$8.77M +$938K +1,288 +12%
AWA
1572
Alta Wealth Advisors
Massachusetts
$8.74M +$658K +904 +8%
RW
1573
Rede Wealth
Virginia
$8.74M -$92.5K -127 -1%
LWM
1574
Lakeridge Wealth Management
Ohio
$8.73M +$130K +178 +2%
SC
1575
Steph & Co
Wisconsin
$8.7M +$18.2K +25 +0.2%
61 62
63
64 65