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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2851
Merkkuri Wealth Advisors
New York
$1.16M -$27.7K -38 -2%
CCT
2852
Capital City Trust
Florida
$1.16M +$73.5K +101 +7%
WMA
2853
William Mack & Associates
Michigan
$1.15M +$224K +307 +25%
CLIP
2854
Colter Lewis Investment Partners
Connecticut
$1.14M – – –
OS
2855
Objectivity Squared
South Carolina
$1.14M +$1.46K +2 +0.1%
KAM
2856
Karani Asset Management
New York
$1.14M – – –
CA
2857
CV Advisors
Florida
$1.14M +$610K +837 +122%
LHWM
2858
Lake Hills Wealth Management
Texas
$1.14M – – –
WAOTB
2859
Wealth Advisors of Tampa Bay
Florida
$1.14M – – –
TCM
2860
Tandem Capital Management
New Jersey
$1.14M +$140K +192 +14%
FPWM
2861
FSB Premier Wealth Management
Iowa
$1.14M +$728 +1 +0.1%
CWM
2862
Copia Wealth Management
Oregon
$1.14M -$9.47K -13 -0.8%
FWA
2863
Flagship Wealth Advisors
Massachusetts
$1.14M -$16K -22 -1%
RC
2864
Reik & Co
New York
$1.14M – – –
VFP
2865
Vilga Financial Planning
New Jersey
$1.13M +$2.19K +3 +0.2%
PCMM
2866
Piedmont Capital Management (Montana)
Montana
$1.13M +$202K +278 +23%
MWM
2867
Meritas Wealth Management
California
$1.13M – – –
PCI
2868
Planning Center Inc
Illinois
$1.12M – – –
KWA
2869
Kondo Wealth Advisors
California
$1.12M +$2.19K +3 +0.2%
RCM
2870
RMR Capital Management
California
$1.12M – – –
TWM
2871
Thryve Wealth Management
Texas
$1.12M +$51.7K +71 +5%
PS
2872
Portfolio Strategies
New York
$1.12M +$7.28K +10 +0.7%
CCWP
2873
Cedar Cove Wealth Partners
Minnesota
$1.12M -$789K -1,084 -42%
NIM
2874
Nicollet Investment Management
Minnesota
$1.11M +$2.91K +4 +0.3%
TCM
2875
Towneley Capital Management
California
$1.11M -$4.37K -6 -0.4%
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