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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1001
4J Wealth Management
Virginia
$6.21M +$211K +529 +3%
BWP
1002
Baldwin Wealth Partners
Massachusetts
$6.19M -$73.1K -183 -1%
LIM
1003
Leavell Investment Management
Alabama
$6.17M -$399K -1,000 -5%
BAM
1004
Belpointe Asset Management
Nevada
$6.17M +$888K +2,225 +15%
ARG
1005
Advisory Resource Group
Oklahoma
$6.14M -$106K -265 -2%
MWM
1006
Maripau Wealth Management
Indiana
$6.14M +$352K +881 +6%
DT
1007
Daniels + Tansey
Delaware
$6.12M -$146K -365 -2%
WQ
1008
Wealth Quarterback
New Jersey
$6.12M -$113K -283 -2%
SAM
1009
Silvercrest Asset Management
New York
$6.01M +$1.5M +3,765 +29%
SIC
1010
Shoker Investment Counsel
Ohio
$6.01M +$29.9K +75 +0.4%
LG
1011
Leuthold Group
Minnesota
$5.98M – – –
YIA
1012
YHB Investment Advisors
Connecticut
$5.97M +$183K +458 +3%
BTWM
1013
Baker Tilly Wealth Management
Wisconsin
$5.96M +$326K +817 +5%
MCA
1014
MSH Capital Advisors
Arizona
$5.96M +$226K +566 +4%
PO
1015
Private Ocean
California
$5.95M +$1.31M +3,270 +25%
FCC
1016
Flower City Capital
New York
$5.94M -$4.12M -10,312 -38%
CC
1017
Chicago Capital
Illinois
$5.94M +$226K +566 +4%
PCP
1018
Proficio Capital Partners
Massachusetts
$5.93M -$385K -963 -5%
EBSAM
1019
Eubel Brady & Suttman Asset Management
Ohio
$5.93M -$402K -1,007 -6%
WCWM
1020
Wooster Corthell Wealth Management
Connecticut
$5.93M -$69.5K -174 -1%
FA
1021
Forefront Analytics
Pennsylvania
$5.9M -$165K -412 -2%
CPA
1022
Cardiff Park Advisors
California
$5.9M +$38.7K +97 +0.6%
T
1023
TrueFG
Texas
$5.89M -$93K -233 -1%
EA
1024
Efficient Advisors
Ohio
$5.88M -$850K -2,128 -11%
NL
1025
NEPC LLC
Massachusetts
$5.81M – – –
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