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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
3126
Osprey Private Wealth
New York
$689K – – –
HWMT
3127
Heritage Wealth Management (Texas)
Texas
$689K -$54.3K -80 -7%
CNBT
3128
Cornerstone National Bank & Trust
Illinois
$688K +$101K +148 +17%
SWM
3129
Seaside Wealth Management
California
$688K +$679 +1 +0.1%
KCFA
3130
Key Client Fiduciary Advisors
New Jersey
$687K -$2.04K -3 -0.3%
CG
3131
CFO4Life Group
Texas
$686K -$500K -736 -42%
SL
3132
StoryOne LLC
Kansas
$683K – – –
UBV
3133
United Bank (Virginia)
Virginia
$682K – – –
SIG
3134
Spinnaker Investment Group
California
$682K +$39.4K +58 +6%
PPH
3135
Pure Portfolios Holdings
Oregon
$681K -$25.1K -37 -4%
AWM
3136
Aries Wealth Management
Maine
$679K +$33.3K +49 +5%
MGWA
3137
Monument Group Wealth Advisors
Massachusetts
$679K +$2.72K +4 +0.4%
RCM
3138
Richardson Capital Management
Wisconsin
$678K -$33.3K -49 -5%
SF
3139
Slagle Financial
Illinois
$674K +$1.36K +2 +0.2%
PFG
3140
Premier Financial Group
California
$672K +$91.7K +135 +16%
BC
3141
Barnett & Company
Tennessee
$672K +$369K +543 +124%
HA
3142
Hofer & Associates
California
$671K +$679 +1 +0.1%
DA
3143
Dash Acquisitions
California
$670K -$15.6K -23 -2%
CFG
3144
Clayton Financial Group
Missouri
$670K +$274K +404 +70%
USWIA
3145
UP Strategic Wealth Investment Advisors
Pennsylvania
$669K – – –
CCP
3146
Carmel Capital Partners
California
$667K +$417K +614 +171%
VAM
3147
Virtue Asset Management
Illinois
$666K – – –
LAMNM
3148
Longview Asset Management (New Mexico)
New Mexico
$665K -$2.72K -4 -0.4%
APWA
3149
Atlas Private Wealth Advisors
New Jersey
$663K -$97.1K -143 -13%
JWM
3150
JPL Wealth Management
Colorado
$660K +$249K +366 +61%
124 125
126
127 128