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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
2751
Independent Wealth Network
Iowa
$1.16M +$94.4K +139 +9%
SRIM
2752
Saratoga Research & Investment Management
California
$1.16M +$1.15M +1,688 New
COI
2753
Connable Office Inc
Michigan
$1.16M +$82.2K +121 +8%
CF
2754
Clarity Financial
Texas
$1.15M -$213K -313 -16%
GL
2755
Gerber LLC
Ohio
$1.15M +$679 +1 +0.1%
RW
2756
Rockport Wealth
Ohio
$1.15M – – –
SIAG
2757
Safeguard Investment Advisory Group
California
$1.15M +$195K +287 +21%
APIM
2758
Agate Pass Investment Management
Washington
$1.14M -$69.9K -103 -6%
LC
2759
Lavaca Capital
Texas
$1.14M -$29.9K -44 -3%
GHAM
2760
Gilman Hill Asset Management
Connecticut
$1.14M +$1.13M +1,668 New
RAS
2761
RPS Advisory Solutions
Kentucky
$1.14M -$47.5K -70 -4%
AW
2762
Avion Wealth
Texas
$1.14M +$116K +171 +11%
MHWM
2763
Montz Harcus Wealth Management
Louisiana
$1.14M +$3.4K +5 +0.3%
RRA
2764
Red Reef Advisors
Florida
$1.14M +$1.13M +1,660 New
RCM
2765
Regency Capital Management
Hawaii
$1.13M +$184K +271 +20%
RFN
2766
Redwood Financial Network
Ohio
$1.13M +$78.8K +116 +8%
RB
2767
Renasant Bank
Mississippi
$1.13M -$44.1K -65 -4%
LI
2768
LMCG Investments
Massachusetts
$1.13M -$679 -1 -0.1%
TSS
2769
Taylor Securities Services
Pennsylvania
$1.13M +$1.12M +1,647 New
CCWM
2770
Correct Capital Wealth Management
Missouri
$1.13M -$115K -169 -9%
MG
2771
McHugh Group
Ohio
$1.13M +$679 +1 +0.1%
TF
2772
Tenon Financial
New Jersey
$1.12M +$268K +395 +32%
SDWIA
2773
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.12M +$25.8K +38 +2%
BCM
2774
Brookmont Capital Management
Texas
$1.12M -$6.79K -10 -0.6%
AF
2775
Align Financial
Minnesota
$1.12M +$1.11M +1,632 New
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111
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