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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
2076
Texas Capital Bank Wealth Management Services
Texas
$1.44M – – –
TLA
2077
Tanglewood Legacy Advisors
Texas
$1.44M -$207K -393 -13%
APWA
2078
Atlas Private Wealth Advisors
New Jersey
$1.43M +$647K +1,230 +89%
MIG
2079
McGuire Investment Group
Rhode Island
$1.43M +$3.68K +7 +0.3%
TWM
2080
Tradition Wealth Management
Minnesota
$1.43M +$141K +269 +11%
BWM
2081
Birchcreek Wealth Management
Ohio
$1.43M – – –
SBF
2082
Sara-Bay Financial
Florida
$1.43M +$428K +814 +45%
KAS
2083
KPP Advisory Services
Kentucky
$1.43M +$248K +471 +22%
GAM
2084
Griffin Asset Management
New York
$1.43M -$189K -360 -12%
FPCG
2085
Fort Pitt Capital Group
Pennsylvania
$1.43M -$22.1K -42 -2%
DWM
2086
Diversify Wealth Management
Utah
$1.42M +$1.44M +2,730 New
ODG
2087
O'Dell Group
Ohio
$1.42M – – –
MA
2088
MJP Associates
Connecticut
$1.42M +$27.9K +53 +2%
IBOK
2089
Independence Bank of Kentucky
Kentucky
$1.41M +$237K +451 +21%
CPSC
2090
Carl P. Sherr & Co
Massachusetts
$1.41M -$11K -21 -0.8%
CNB
2091
Camden National Bank
Maine
$1.41M -$6.31K -12 -0.5%
BFG
2092
Berger Financial Group
Minnesota
$1.41M +$46.3K +88 +4%
BTW
2093
Boston Trust Walden
Massachusetts
$1.41M -$28.9K -55 -2%
AAP
2094
Arax Advisory Partners
Colorado
$1.41M -$19.5K -37 -1%
PSC
2095
Prentiss Smith & Co
Vermont
$1.4M – – –
DP
2096
DDD Partners
Washington
$1.4M – – –
BA
2097
Ballast Advisors
Minnesota
$1.4M -$60.5K -115 -4%
BFA
2098
Brown Financial Advisory
Alabama
$1.4M -$4.21K -8 -0.3%
ACS
2099
Archford Capital Strategies
Illinois
$1.39M -$14.7K -28 -1%
KFS
2100
Kurt F. Somerville
$1.39M -$210K -400 -14%
82 83
84
85 86