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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
2776
FWL Investment Management
Texas
$1.04M +$65.6K +96 +6%
MGWM
2777
Marks Group Wealth Management
Minnesota
$1.04M -$281K -411 -20%
PNFS
2778
PW Nova Financial Services
Pennsylvania
$1.04M -$6.83K -10 -0.6%
MWA
2779
Merkkuri Wealth Advisors
New York
$1.04M -$20.5K -30 -2%
SDWIA
2780
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.04M -$34.1K -50 -3%
GBWM
2781
Granite Bay Wealth Management
New Hampshire
$1.04M – – –
4PL
2782
46 Peaks LLC
Pennsylvania
$1.04M – – –
RTC
2783
Real Talk Capital
Tennessee
$1.03M +$25.3K +37 +2%
SIC
2784
SJS Investment Consulting
Ohio
$1.03M – – –
WIM
2785
Warwick Investment Management
Texas
$1.03M +$29.4K +43 +3%
IFO
2786
Independent Family Office
New York
$1.02M – – –
CD
2787
Capital Developers
North Carolina
$1.02M -$24.6K -36 -2%
DW
2788
Dodds Wealth
Colorado
$1.02M +$2.73K +4 +0.3%
DOA
2789
D'Orazio & Associates
Virginia
$1.02M +$632K +925 +146%
CCG
2790
Ceeto Capital Group
Florida
$1.02M – – –
RAM
2791
Ramirez Asset Management
New York
$1.02M – – –
SAM
2792
SP Asset Management
California
$1.01M -$2.14M -3,139 -67%
CAM
2793
Close Asset Management
United Kingdom
$1.01M -$181K -265 -15%
VWM
2794
VCI Wealth Management
Missouri
$1.01M +$79.2K +116 +8%
BFG
2795
Bouchey Financial Group
New York
$1.01M +$11.6K +17 +1%
CPCM
2796
Cardinal Point Capital Management
Ontario, Canada
$1.01M -$409K -599 -28%
HBS
2797
Howard Bailey Securities
Indiana
$1M -$432K -633 -29%
CWM
2798
Copia Wealth Management
Oregon
$999K -$523K -766 -33%
RSEWM
2799
River's Edge Wealth Management
Pennsylvania
$999K -$2.05K -3 -0.2%
1WA
2800
180 Wealth Advisors
Washington
$999K +$158K +231 +18%
110 111
112
113 114