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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2576
TruNorth Capital Management
Michigan
$1.5M +$571K +841 +62%
SP
2577
Sherman Porfolios
Idaho
$1.5M +$1.48M +2,184 New
OFS
2578
OneAscent Financial Services
Alabama
$1.5M -$355K -523 -19%
TBFA
2579
Three Bearings Fiduciary Advisors
New Hampshire
$1.5M +$1.46M +2,151 New
HC
2580
Hamilton Capital
Ohio
$1.49M +$1.48M +2,183 New
AGP
2581
Autumn Glory Partners
Texas
$1.49M +$434K +639 +41%
WLIM
2582
White Lighthouse Investment Management
Massachusetts
$1.49M +$1.36K +2 +0.1%
DT
2583
DV Trading
Illinois
$1.49M +$1.47M +2,171 New
TCM
2584
Traub Capital Management
Massachusetts
$1.49M -$53K -78 -3%
HBS
2585
Howard Bailey Securities
Indiana
$1.48M -$221K -326 -13%
SPWM
2586
Spartan Planning & Wealth Management
North Carolina
$1.48M -$89.6K -132 -6%
BLC
2587
Blue Line Capital
Illinois
$1.48M +$1.47M +2,159 New
PAG
2588
Powers Advisory Group
Illinois
$1.48M +$400K +589 +38%
HWP
2589
Hibernia Wealth Partners
Louisiana
$1.47M +$768K +1,131 +111%
AFG
2590
ABLE Financial Group
Arizona
$1.47M +$53.6K +79 +4%
SWA
2591
Strata Wealth Advisors
Texas
$1.47M -$4.39M -6,471 -75%
MW
2592
MBL Wealth
North Carolina
$1.47M – – –
HPCM
2593
Hunter Perkins Capital Management
Illinois
$1.47M – – –
LWA
2594
Lantern Wealth Advisors
New York
$1.47M +$38.7K +57 +3%
CPCM
2595
Cardinal Point Capital Management
Ontario, Canada
$1.46M +$36.7K +54 +3%
EIM
2596
Ervin Investment Management
Washington
$1.46M -$71.3K -105 -5%
LFGO
2597
Legacy Financial Group (Oklahoma)
Oklahoma
$1.46M +$1.36K +2 +0.1%
RSA
2598
River Street Advisors
Illinois
$1.46M -$679 -1 -0%
WAG
2599
Wallace Advisory Group
California
$1.46M -$312K -459 -18%
CWG
2600
Crown Wealth Group
North Carolina
$1.45M -$1.36K -2 -0.1%
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