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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
2501
R2 Capital Strategies
Nebraska
$1.94M +$1.89M +2,596 New
EM
2502
Excalibur Management
Massachusetts
$1.94M – – –
IFWM
2503
Institute for Wealth Management
Colorado
$1.94M -$171K -235 -8%
MA
2504
MBA Advisors
Pennsylvania
$1.94M +$106K +146 +6%
NCM
2505
NCM Capital Management
New Jersey
$1.94M +$164K +225 +10%
CWA
2506
Cura Wealth Advisors
Illinois
$1.93M -$1.46K -2 -0.1%
RSA
2507
River Street Advisors
Illinois
$1.93M -$7.28K -10 -0.4%
BOSSRA
2508
B.O.S.S. Retirement Advisors
Utah
$1.93M -$1.43M -1,957 -43%
WAS
2509
Wealth Advisory Solutions
Indiana
$1.93M -$3.64K -5 -0.2%
RWP
2510
Ridgeline Wealth Planning
Ohio
$1.93M -$62.6K -86 -3%
ZI
2511
ZEGA Investments
Florida
$1.92M -$248K -341 -12%
PL
2512
Parthenon LLC
Kentucky
$1.91M -$83.7K -115 -4%
IPA
2513
Investment Planning Advisors
Georgia
$1.91M +$35.7K +49 +2%
MAS
2514
Meeder Advisory Services
Ohio
$1.91M +$345K +474 +23%
SI
2515
Saxon Interests
Texas
$1.91M -$109K -149 -6%
SWG
2516
Summit Wealth Group
Vermont
$1.91M -$10.2K -14 -0.5%
MW
2517
Marrick Wealth
California
$1.9M +$130K +179 +8%
FFC
2518
Frederick Financial Consultants
Maryland
$1.9M -$38.6K -53 -2%
BOM
2519
Bank of Marin
California
$1.9M -$18.2K -25 -1%
PPW
2520
Pasadena Private Wealth
California
$1.9M +$143K +196 +8%
IPW
2521
Intergy Private Wealth
Colorado
$1.89M +$395K +542 +27%
MIG
2522
McGuire Investment Group
Rhode Island
$1.89M +$29.1K +40 +2%
AI
2523
Atomic Invest
New York
$1.89M +$18.2K +25 +1%
BCA
2524
Bay Capital Advisors
Virginia
$1.89M -$58.3K -80 -3%
PWS
2525
Proactive Wealth Strategies
Georgia
$1.89M +$103K +141 +6%
99 100
101
102 103