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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1876
Ellis Investment Partners
Pennsylvania
$5.16M -$13.1K -18 -0.3%
WPA
1877
West Paces Advisors
Georgia
$5.14M -$244K -335 -5%
NEPWA
1878
New England Private Wealth Advisors
Massachusetts
$5.14M -$103K -142 -2%
NIM
1879
Northeast Investment Management
Massachusetts
$5.11M – – –
PWG
1880
Portside Wealth Group
Utah
$5.11M +$343K +471 +7%
TWP
1881
TFO Wealth Partners
Ohio
$5.1M -$245K -337 -5%
DWS
1882
Discipline Wealth Solutions
South Carolina
$5.09M +$89.6K +123 +2%
SCG
1883
Sonata Capital Group
Washington
$5.09M +$69.9K +96 +1%
UF
1884
Univest Financial
Pennsylvania
$5.07M +$2.05M +2,809 +71%
MWP
1885
Meridian Wealth Partners
Pennsylvania
$5.06M -$66.3K -91 -1%
WCG
1886
Weaver Consulting Group
California
$5.05M -$153K -210 -3%
CH
1887
Cromwell Holdings
Wyoming
$5.05M +$4.91M +6,740 New
NJBEST
1888
New Jersey Better Educational Savings Trust
New Jersey
$5.04M – – –
BAM
1889
BOS Asset Management
Illinois
$5.03M +$13.8K +19 +0.3%
OCFG
1890
O'Connor Financial Group
Illinois
$5.02M -$124K -170 -2%
WAM
1891
WNY Asset Management
New York
$5.01M +$33.5K +46 +0.7%
HWM
1892
Howard Wealth Management
Connecticut
$5M -$103K -141 -2%
CC
1893
Corsicana & Co
Texas
$4.99M +$167K +230 +4%
OPWM
1894
Oakwell Private Wealth Management
Texas
$4.98M – – –
WFMPM
1895
Woodley Farra Manion Portfolio Management
Indiana
$4.98M +$570K +783 +13%
IA
1896
Insight Advisors
Pennsylvania
$4.97M +$67K +92 +1%
FUBT
1897
First United Bank & Trust
Maryland
$4.97M -$14.6K -20 -0.3%
PFWA
1898
Paces Ferry Wealth Advisors
Georgia
$4.97M -$132K -181 -3%
TWM
1899
Thrive Wealth Management
Pennsylvania
$4.97M +$53.9K +74 +1%
TSW
1900
Three Seasons Wealth
Utah
$4.93M -$142K -195 -3%
74 75
76
77 78