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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2851
Wealthspan Partners
Iowa
$641K -$6.89K -12 -1%
RGF
2852
Retirement Guys Formula
Ohio
$639K -$39.6K -69 -6%
DAM
2853
Delta Asset Management
Tennessee
$639K – – –
PIM
2854
Penobscot Investment Management
Massachusetts
$638K – – –
RWS
2855
Resolute Wealth Strategies
Mississippi
$635K -$5.17K -9 -0.9%
CSB
2856
City State Bank
Iowa
$635K +$14.4K +25 +3%
BPAMU
2857
BTG Pactual Asset Management US
New York
$635K +$119K +208 +26%
CWM
2858
Compass Wealth Management
Connecticut
$633K -$1.15K -2 -0.2%
PCM
2859
Passive Capital Management
Maryland
$633K – – –
MIM
2860
Marco Investment Management
Georgia
$633K -$9.76K -17 -2%
MAM
2861
Milestone Asset Management
Pennsylvania
$632K +$1.15K +2 +0.2%
EAM
2862
Everstar Asset Management
North Carolina
$631K +$584K +1,017 New
AWM
2863
Austin Wealth Management
Texas
$631K +$6.32K +11 +1%
LAMNM
2864
Longview Asset Management (New Mexico)
New Mexico
$626K -$28.7K -50 -5%
HBT
2865
Hills Bank & Trust
Iowa
$626K -$64.9K -113 -10%
SP
2866
Stonebrook Private
Michigan
$624K +$574 +1 +0.1%
SWM
2867
Seaside Wealth Management
California
$623K -$289K -503 -33%
GG
2868
Gleason Group
Kentucky
$623K +$1.72K +3 +0.3%
WA
2869
Wealthstream Advisors
New York
$619K +$28.1K +49 +5%
UBV
2870
United Bank (Virginia)
Virginia
$618K – – –
TA
2871
Tactive Advisors
Florida
$618K +$572K +996 New
IAG
2872
Ipsen Advisor Group
Arkansas
$618K +$1.72K +3 +0.3%
PMG
2873
Private Management Group
California
$618K -$11.5K -20 -2%
BC
2874
Bowman & Company
Wisconsin
$617K +$213K +371 +60%
TSWM
2875
Triangle Securities Wealth Management
North Carolina
$616K +$287K +500 +102%
113 114
115
116 117