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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
3126
StoryOne LLC
Kansas
$683K – – –
UBV
3127
United Bank (Virginia)
Virginia
$682K – – –
SIG
3128
Spinnaker Investment Group
California
$682K +$39.4K +58 +6%
PPH
3129
Pure Portfolios Holdings
Oregon
$681K -$25.1K -37 -4%
AWM
3130
Aries Wealth Management
Maine
$679K +$33.3K +49 +5%
MGWA
3131
Monument Group Wealth Advisors
Massachusetts
$679K +$2.72K +4 +0.4%
RCM
3132
Richardson Capital Management
Wisconsin
$678K -$33.3K -49 -5%
SF
3133
Slagle Financial
Illinois
$674K +$1.36K +2 +0.2%
PFG
3134
Premier Financial Group
California
$672K +$91.7K +135 +16%
BC
3135
Barnett & Company
Tennessee
$672K +$369K +543 +124%
HA
3136
Hofer & Associates
California
$671K +$679 +1 +0.1%
DA
3137
Dash Acquisitions
California
$670K -$15.6K -23 -2%
CFG
3138
Clayton Financial Group
Missouri
$670K +$274K +404 +70%
USWIA
3139
UP Strategic Wealth Investment Advisors
Pennsylvania
$669K – – –
CCP
3140
Carmel Capital Partners
California
$667K +$417K +614 +171%
VAM
3141
Virtue Asset Management
Illinois
$666K – – –
LAMNM
3142
Longview Asset Management (New Mexico)
New Mexico
$665K -$2.72K -4 -0.4%
APWA
3143
Atlas Private Wealth Advisors
New Jersey
$663K -$97.1K -143 -13%
JWM
3144
JPL Wealth Management
Colorado
$660K +$249K +366 +61%
TSWM
3145
Triangle Securities Wealth Management
North Carolina
$659K -$128K -188 -16%
CPC
3146
Consolidated Planning Corp
Georgia
$659K -$11.5K -17 -2%
5NPW
3147
55 North Private Wealth
Florida
$658K +$652K +960 New
FNT
3148
First Nebraska Trust
Nebraska
$658K -$8.83K -13 -1%
SCM
3149
Sollinda Capital Management
Florida
$656K -$77.4K -114 -11%
SP
3150
Stonebrook Private
Michigan
$656K -$32.6K -48 -5%
124 125
126
127 128