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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2526
Sage Capital Management
New Jersey
$1.11M +$574 +1 +0.1%
PCI
2527
Planning Center Inc
Illinois
$1.11M -$43.1K -75 -4%
DS
2528
DRW Securities
Illinois
$1.11M -$722K -1,257 -41%
APIM
2529
Agate Pass Investment Management
Washington
$1.11M -$54K -94 -5%
SFP
2530
SwitchPoint Financial Planning
Utah
$1.11M +$680K +1,185 +198%
EPIM
2531
Evelyn Partners Investment Management
$1.11M +$264K +460 +35%
CBB
2532
Citizens Business Bank
California
$1.1M – – –
GC
2533
Guidance Capital
Kentucky
$1.1M -$91.3K -159 -8%
JSAM
2534
J. Safra Asset Management
New York
$1.1M +$1.02M +1,771 New
RK
2535
Rather & Kittrell
Tennessee
$1.1M +$6.32K +11 +0.6%
AP
2536
Atwood & Palmer
Missouri
$1.09M – – –
PWP
2537
Principle Wealth Partners
Connecticut
$1.09M +$150K +261 +17%
RPGNY
2538
Retirement Planning Group (New York)
New York
$1.09M +$83.8K +146 +9%
RIL
2539
Rothschild Investment LLC
Illinois
$1.09M -$36.2K -63 -3%
TFA
2540
TPG Financial Advisors
Oregon
$1.09M -$63.7K -111 -6%
LC
2541
Lavaca Capital
Texas
$1.08M -$24.7K -43 -2%
MAM
2542
McLean Asset Management
Virginia
$1.08M +$171K +298 +21%
RPA
2543
Rock Point Advisors
Vermont
$1.08M +$176K +307 +21%
BMD
2544
Better Money Decisions
New Mexico
$1.08M -$1.72K -3 -0.2%
T
2545
Transce3nd
Texas
$1.08M -$83.3K -145 -8%
CG
2546
CFO4Life Group
Texas
$1.08M – – –
OWA
2547
Octavia Wealth Advisors
Ohio
$1.08M -$1M -1,749 -50%
BF
2548
Brooklyn FI
New York
$1.08M +$997K +1,736 New
CCP
2549
Clarity Capital Partners
California
$1.08M -$122K -212 -11%
PAG
2550
Poinciana Advisors Group
Florida
$1.07M +$758K +1,321 +324%
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