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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
2751
Newman Dignan & Sheerar Inc
Rhode Island
$1.34M – – –
WAM
2752
Worth Asset Management
Texas
$1.34M – – –
KFP
2753
Keener Financial Planning
Texas
$1.33M +$34.2K +47 +3%
SMG
2754
Smart Money Group
Texas
$1.33M -$24K -33 -2%
CBB
2755
Citizens Business Bank
California
$1.33M – – –
PFA
2756
Portland Financial Advisors
New York
$1.33M – – –
BCM
2757
Brookmont Capital Management
Texas
$1.33M +$28.4K +39 +2%
SVCP
2758
Silicon Valley Capital Partners
California
$1.33M -$21.8K -30 -2%
OFG
2759
Orcam Financial Group
California
$1.33M +$866K +1,189 +204%
RFN
2760
Redwood Financial Network
Ohio
$1.33M +$40.1K +55 +3%
AIA
2761
Aventus Investment Advisors
Florida
$1.32M – – –
MCM
2762
McRae Capital Management
New Jersey
$1.32M +$76.5K +105 +6%
DOA
2763
D'Orazio & Associates
Virginia
$1.32M +$151K +208 +13%
MBI
2764
May Barnhard Investments
Maryland
$1.32M +$728 +1 +0.1%
HCP
2765
Hardin Capital Partners
South Carolina
$1.32M -$549K -754 -30%
JDLA
2766
J. Derek Lewis & Associates
California
$1.31M +$250K +343 +24%
CA
2767
Calton & Associates
Florida
$1.31M -$610K -838 -32%
AW
2768
Avion Wealth
Texas
$1.31M +$183K +251 +17%
S
2769
Storgate
Texas
$1.31M +$1.28M +1,751 New
RIM
2770
Ryan Investment Management
Colorado
$1.31M +$707K +971 +125%
RRA
2771
Red Reef Advisors
Florida
$1.31M -$50.2K -69 -4%
SWA
2772
Sightline Wealth Advisors
Connecticut
$1.3M +$2.19K +3 +0.2%
JWM
2773
Jackson Wealth Management
Florida
$1.3M -$24.6M -33,731 -95%
CWA
2774
Crux Wealth Advisors
California
$1.3M +$3.64K +5 +0.3%
LI
2775
LMCG Investments
Massachusetts
$1.3M – – –
109 110
111
112 113