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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
2626
Brooks Moore & Associates
Tennessee
$1.02M – – –
KAM
2627
Karani Asset Management
New York
$1.02M – – –
LHWM
2628
Lake Hills Wealth Management
Texas
$1.02M – – –
WAOTB
2629
Wealth Advisors of Tampa Bay
Florida
$1.02M – – –
IWA
2630
Invera Wealth Advisors
Oregon
$1.02M +$3.86K +6 +0.4%
AA
2631
Addison Advisors
Vermont
$1.02M +$179K +278 +22%
RC
2632
Reik & Co
New York
$1.01M – – –
WIM
2633
Warwick Investment Management
Texas
$1.01M +$644 +1 +0.1%
GI
2634
GLOBALT Investments
Georgia
$1.01M -$48.3K -75 -5%
BFG
2635
Bouchey Financial Group
New York
$1.01M +$70.8K +110 +8%
FIM
2636
FWL Investment Management
Texas
$1.01M -$318K -493 -25%
PFA
2637
Pathway Financial Advisors
Vermont
$1.01M – – –
MWA
2638
MN Wealth Advisors
Kansas
$1M +$46.4K +72 +5%
TFG
2639
Tilson Financial Group
New Jersey
$1M +$15.5K +24 +2%
MPIA
2640
Milestones Private Investment Advisors
New York
$1M – – –
AW
2641
Avion Wealth
Texas
$1M +$34.1K +53 +4%
OS
2642
Objectivity Squared
South Carolina
$1M +$1.29K +2 +0.1%
DI
2643
DDFG Inc
California
$1M -$54.1K -84 -5%
SC
2644
Sepio Capital
Utah
$1M -$3.21M -4,985 -77%
BWM
2645
BNC Wealth Management
Oregon
$1M +$683K +1,061 +244%
KWA
2646
Kondo Wealth Advisors
California
$1M -$1.29K -2 -0.1%
WIA
2647
Westbourne Investment Advisors
Maryland
$1M +$1.29K +2 +0.1%
PHS
2648
Pekin Hardy Strauss
Illinois
$1M +$633K +983 +192%
BW
2649
BostonPremier Wealth
Massachusetts
$1M +$963K +1,495 New
KW
2650
Keyvantage Wealth
Pennsylvania
$999K – – –
104 105
106
107 108