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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2576
Accretive Wealth Partners
New Jersey
$1.75M -$87.4K -120 -5%
OWA
2577
Octavia Wealth Advisors
Ohio
$1.75M -$817K -1,122 -32%
WLIM
2578
White Lighthouse Investment Management
Massachusetts
$1.74M +$111K +152 +7%
FAG
2579
Fortitude Advisory Group
Washington
$1.74M -$68.5K -94 -4%
SIS
2580
Strategic Investment Solutions
Illinois
$1.74M +$29.1K +40 +2%
DWM
2581
Denver Wealth Management
Colorado
$1.74M +$22.6K +31 +1%
5NPW
2582
55 North Private Wealth
Florida
$1.74M -$10.2K -14 -0.6%
DWP
2583
Destiny Wealth Partners
Florida
$1.74M -$309K -425 -16%
CA
2584
Corrado Advisors
New Jersey
$1.73M +$3.64K +5 +0.2%
GVCM
2585
Global View Capital Management
Wisconsin
$1.73M +$375K +515 +29%
AMCA
2586
Arthur M. Cohen & Associates
Illinois
$1.72M +$3.64K +5 +0.2%
SAA
2587
Southeast Asset Advisors
Georgia
$1.72M – – –
KA
2588
KLCM Advisors
Wisconsin
$1.72M – – –
BPAMU
2589
BTG Pactual Asset Management US
New York
$1.72M +$1.08M +1,477 +181%
EFG
2590
Ehrlich Financial Group
California
$1.71M -$58.3K -80 -3%
CA
2591
Cortland Associates
Missouri
$1.71M -$13.8K -19 -0.8%
CBA
2592
Coastal Bridge Advisors
Connecticut
$1.71M -$149K -204 -8%
CP
2593
Canopy Partners
Ohio
$1.71M – – –
CPRPA
2594
Cerity Partners Retirement Plan Advisors
New York
$1.7M +$1.65M +2,271 New
SW
2595
SkyOak Wealth
Michigan
$1.7M -$35K -48 -2%
RFG
2596
Range Financial Group
Oregon
$1.7M -$157K -216 -9%
SLC
2597
Second Line Capital
Louisiana
$1.69M -$80.1K -110 -5%
LWP
2598
LMG Wealth Partners
Louisiana
$1.69M +$693K +951 +73%
ST
2599
Spinnaker Trust
Maine
$1.69M – – –
HA
2600
HFG Advisors
Ohio
$1.68M -$9.47K -13 -0.6%
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