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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1651
Cassia Capital Partners
North Carolina
$7.41M -$87.4K -120 -1%
PC
1652
Permanens Capital
New York
$7.4M +$6.73M +9,241 +1,446%
KPWM
1653
KDK Private Wealth Management
Texas
$7.4M -$47.3K -65 -0.7%
PWM
1654
Power Wealth Management
Georgia
$7.37M -$109K -149 -1%
SWA
1655
Stratos Wealth Advisors
Ohio
$7.37M +$114K +156 +2%
KIM
1656
Kestra Investment Management
Texas
$7.37M +$1.7M +2,332 +31%
WF
1657
WinCap Financial
Massachusetts
$7.34M -$141K -194 -2%
LWMNY
1658
Landmark Wealth Management (New York)
New York
$7.33M -$202K -278 -3%
AFA
1659
AA Financial Advisors
Ohio
$7.33M +$1.6M +2,191 +29%
WAG
1660
Windsor Advisory Group
Ohio
$7.3M – – –
VPW
1661
Variant Private Wealth
Virginia
$7.29M -$149K -205 -2%
BFW
1662
Brady Family Wealth
Missouri
$7.28M +$68.5K +94 +1%
MAM
1663
MMA Asset Management
Pennsylvania
$7.27M -$184K -253 -3%
RMDI
1664
R.M. Davis Inc
Maine
$7.26M +$1.28M +1,753 +22%
PPA
1665
Pacific Point Advisors
California
$7.24M +$5.58M +7,667 +382%
MCI
1666
MRP Capital Investments
Georgia
$7.21M -$12.4K -17 -0.2%
PF
1667
PlanVest Financial
Maryland
$7.21M -$36.4K -50 -0.5%
SCTC
1668
Sanibel Captiva Trust Company
Florida
$7.21M +$1.2M +1,646 +21%
GWS
1669
Glassman Wealth Services
Virginia
$7.17M +$238K +327 +4%
AAS
1670
Annex Advisory Services
Wisconsin
$7.16M -$26.9K -37 -0.4%
KOC
1671
Koss-Olinger Consulting
Florida
$7.13M -$1.35M -1,850 -16%
MSAGDF
1672
Moneda SA Administradora General de Fondos
Chile
$7.12M +$6.92M +9,508 New
LSPW
1673
Lake Street Private Wealth
Illinois
$7.12M -$272K -373 -4%
GLLW
1674
Graves Light Lenhart Wealth
Virginia
$7.11M -$70.6K -97 -1%
DWP
1675
Daymark Wealth Partners
Ohio
$7.1M -$130K -179 -2%
65 66
67
68 69