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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2501
Marrick Wealth
California
$1.9M +$130K +179 +8%
FFC
2502
Frederick Financial Consultants
Maryland
$1.9M -$38.6K -53 -2%
BOM
2503
Bank of Marin
California
$1.9M -$18.2K -25 -1%
PPW
2504
Pasadena Private Wealth
California
$1.9M +$143K +196 +8%
IPW
2505
Intergy Private Wealth
Colorado
$1.89M +$395K +542 +27%
MIG
2506
McGuire Investment Group
Rhode Island
$1.89M +$29.1K +40 +2%
BCA
2507
Bay Capital Advisors
Virginia
$1.89M -$58.3K -80 -3%
PWS
2508
Proactive Wealth Strategies
Georgia
$1.89M +$103K +141 +6%
STCOSD
2509
Sageworth Trust Company of South Dakota
South Dakota
$1.89M – – –
KLI
2510
Kelman-Lazarov Inc
Tennessee
$1.88M -$135K -186 -7%
AG
2511
AmeriFlex Group
Nevada
$1.88M +$559K +767 +44%
SCM
2512
Sterling Capital Management
North Carolina
$1.88M +$2.19K +3 +0.1%
RWS
2513
RASP Wealth Solutions
Indiana
$1.88M +$1.82M +2,504 New
OFI
2514
Outbound Financial Inc
Colorado
$1.87M -$40.8K -56 -2%
HOWA
2515
Hudson Oak Wealth Advisory
New Jersey
$1.87M -$129K -177 -7%
GP
2516
GLR Partners
Maryland
$1.87M +$138K +189 +8%
MJFG
2517
Mars Jewett Financial Group
Washington
$1.87M +$87.4K +120 +5%
WW
2518
Waterfront Wealth
Kansas
$1.86M -$8.01K -11 -0.4%
TFA
2519
Trinity Financial Advisors
Ohio
$1.86M +$37.1K +51 +2%
CKAIS
2520
Christensen King & Associates Investment Services
Washington
$1.86M – – –
STB
2521
S&T Bank
Pennsylvania
$1.86M -$7.28K -10 -0.4%
AAIM
2522
Asset Advisors Investment Management
Georgia
$1.85M – – –
MIA
2523
MMBG Investment Advisors
Florida
$1.85M – – –
AFAS
2524
Acorn Financial Advisory Services
Virginia
$1.85M -$2.91K -4 -0.2%
PPA
2525
Painted Porch Advisors
California
$1.85M +$85.2K +117 +5%
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