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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2751
Sage Capital Management
New Jersey
$1.17M -$67.9K -100 -6%
FPN
2752
Financial Planning Navigators
Minnesota
$1.17M +$1.16M +1,702 New
SFP
2753
Sandbox Financial Partners
Maryland
$1.17M +$9.51K +14 +0.8%
BC
2754
BDFS Capital
Delaware
$1.16M +$1.15M +1,699 New
TCCM
2755
Timber Creek Capital Management
Massachusetts
$1.16M – – –
IWN
2756
Independent Wealth Network
Iowa
$1.16M +$94.4K +139 +9%
SRIM
2757
Saratoga Research & Investment Management
California
$1.16M +$1.15M +1,688 New
COI
2758
Connable Office Inc
Michigan
$1.16M +$82.2K +121 +8%
CF
2759
Clarity Financial
Texas
$1.15M -$213K -313 -16%
GL
2760
Gerber LLC
Ohio
$1.15M +$679 +1 +0.1%
RW
2761
Rockport Wealth
Ohio
$1.15M – – –
SIAG
2762
Safeguard Investment Advisory Group
California
$1.15M +$195K +287 +21%
APIM
2763
Agate Pass Investment Management
Washington
$1.14M -$69.9K -103 -6%
LC
2764
Lavaca Capital
Texas
$1.14M -$29.9K -44 -3%
GHAM
2765
Gilman Hill Asset Management
Connecticut
$1.14M +$1.13M +1,668 New
RAS
2766
RPS Advisory Solutions
Kentucky
$1.14M -$47.5K -70 -4%
AW
2767
Avion Wealth
Texas
$1.14M +$116K +171 +11%
MHWM
2768
Montz Harcus Wealth Management
Louisiana
$1.14M +$3.4K +5 +0.3%
RRA
2769
Red Reef Advisors
Florida
$1.14M +$1.13M +1,660 New
RCM
2770
Regency Capital Management
Hawaii
$1.13M +$184K +271 +20%
RFN
2771
Redwood Financial Network
Ohio
$1.13M +$78.8K +116 +8%
RB
2772
Renasant Bank
Mississippi
$1.13M -$44.1K -65 -4%
LI
2773
LMCG Investments
Massachusetts
$1.13M -$679 -1 -0.1%
TSS
2774
Taylor Securities Services
Pennsylvania
$1.13M +$1.12M +1,647 New
CCWM
2775
Correct Capital Wealth Management
Missouri
$1.13M -$115K -169 -9%
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