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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OS
2651
Objectivity Squared
South Carolina
$858K -$16.6K -28 -2%
BWP
2652
Balboa Wealth Partners
Arizona
$858K +$97.7K +165 +13%
SA
2653
Sincerus Advisory
New York
$858K +$862K +1,457 New
SDWIA
2654
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$854K +$86.4K +146 +11%
CANC
2655
Culbertson A N & Co
Virginia
$854K -$53.9K -91 -6%
SWM
2656
Seaside Wealth Management
California
$853K +$26K +44 +3%
DCA
2657
DSG Capital Advisors
Minnesota
$851K +$855K +1,445 New
SC
2658
Shearwater Capital
Colorado
$849K – – –
MAM
2659
McLean Asset Management
Virginia
$848K – – –
SF
2660
Safeguard Financial
Wisconsin
$848K -$426K -720 -33%
LAS
2661
Lloyd Advisory Services
Georgia
$846K -$84.1K -142 -9%
BWM
2662
BNC Wealth Management
Oregon
$846K – – –
GC
2663
GatePass Capital
Ohio
$845K +$850K +1,436 New
SWM
2664
Shakespeare Wealth Management
Wisconsin
$844K -$57.4K -97 -6%
IFO
2665
Independent Family Office
New York
$844K – – –
SKK
2666
Shepherd Kaplan Krochuk
Massachusetts
$843K -$88.8K -150 -9%
AW
2667
Avion Wealth
Texas
$842K -$4.74K -8 -0.6%
CAM
2668
Close Asset Management
United Kingdom
$842K – – –
HFM
2669
Hartford Funds Management
Pennsylvania
$839K +$626K +1,058 +288%
SRCM
2670
Signature Resources Capital Management
California
$839K – – –
RFA
2671
Reyes Financial Architecture
California
$838K +$842K +1,423 New
CIM
2672
Cambria Investment Management
California
$836K +$841K +1,420 New
CWM
2673
Chemistry Wealth Management
New York
$835K +$2.37K +4 +0.3%
PIFP
2674
Partners in Financial Planning
Virginia
$833K +$120K +202 +17%
AWA
2675
Amplius Wealth Advisors
Pennsylvania
$832K +$2.96K +5 +0.4%
105 106
107
108 109