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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
I
2576
InvesTrust
Oklahoma
$889K -$33.7K -57 -3%
DI
2577
DDFG Inc
California
$888K +$57.3K +97 +7%
PS
2578
Planned Solutions
California
$887K +$56.7K +96 +6%
LMKC
2579
L.M. Kohn & Company
Ohio
$883K +$66.7K +113 +8%
IFS
2580
Ifrah Financial Services
Arkansas
$883K -$26K -44 -3%
MMPW
2581
Mitchell McLeod Pugh & Williams
Alabama
$879K +$3.54K +6 +0.4%
UBP
2582
Union Bancaire Privee
Switzerland
$879K -$1.08M -1,833 -51%
PS
2583
Portfolio Strategies
New York
$878K -$40.7K -69 -4%
IFO
2584
Independent Family Office
New York
$878K +$76.2K +129 +9%
PA
2585
Paragon Advisors
Texas
$878K +$131K +222 +17%
TWM
2586
Tanager Wealth Management
United Kingdom
$878K +$368K +624 +66%
SIAG
2587
Safeguard Investment Advisory Group
California
$878K +$265K +448 +40%
MWA
2588
Muirfield Wealth Advisors
North Carolina
$878K -$279K -473 -23%
CCG
2589
Ceeto Capital Group
Florida
$874K – – –
RAM
2590
Ramirez Asset Management
New York
$874K – – –
WFA
2591
Wade Financial Advisory
California
$872K – – –
RCM
2592
RMR Capital Management
California
$872K -$51.4K -87 -5%
O3W
2593
Omni 360 Wealth
New Jersey
$869K -$229K -387 -20%
CC
2594
Commons Capital
Massachusetts
$867K +$145K +245 +19%
AGP
2595
Autumn Glory Partners
Texas
$865K – – –
SDWIA
2596
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$865K +$52K +88 +6%
WMA
2597
William Mack & Associates
Michigan
$864K -$19.5K -33 -2%
WWM
2598
WT Wealth Management
Arizona
$861K +$37.2K +63 +4%
FWA
2599
Flagship Wealth Advisors
Massachusetts
$857K -$85.6K -145 -9%
WAM
2600
Worth Asset Management
Texas
$857K – – –
102 103
104
105 106