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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1001
LGL Partners
Pennsylvania
$6.24M +$441K +1,105 +7%
4WM
1002
4J Wealth Management
Virginia
$6.21M +$211K +529 +3%
BWP
1003
Baldwin Wealth Partners
Massachusetts
$6.19M -$73.1K -183 -1%
LIM
1004
Leavell Investment Management
Alabama
$6.17M -$399K -1,000 -5%
BAM
1005
Belpointe Asset Management
Nevada
$6.17M +$888K +2,225 +15%
ARG
1006
Advisory Resource Group
Oklahoma
$6.14M -$106K -265 -2%
MWM
1007
Maripau Wealth Management
Indiana
$6.14M +$352K +881 +6%
DT
1008
Daniels + Tansey
Delaware
$6.12M -$146K -365 -2%
WQ
1009
Wealth Quarterback
New Jersey
$6.12M -$113K -283 -2%
SAM
1010
Silvercrest Asset Management
New York
$6.01M +$1.5M +3,765 +29%
SIC
1011
Shoker Investment Counsel
Ohio
$6.01M +$29.9K +75 +0.4%
LG
1012
Leuthold Group
Minnesota
$5.98M – – –
YIA
1013
YHB Investment Advisors
Connecticut
$5.97M +$183K +458 +3%
BTWM
1014
Baker Tilly Wealth Management
Wisconsin
$5.96M +$326K +817 +5%
MCA
1015
MSH Capital Advisors
Arizona
$5.96M +$226K +566 +4%
PO
1016
Private Ocean
California
$5.95M +$1.31M +3,270 +25%
FCC
1017
Flower City Capital
New York
$5.94M -$4.12M -10,312 -38%
CC
1018
Chicago Capital
Illinois
$5.94M +$226K +566 +4%
PCP
1019
Proficio Capital Partners
Massachusetts
$5.93M -$385K -963 -5%
EBSAM
1020
Eubel Brady & Suttman Asset Management
Ohio
$5.93M -$402K -1,007 -6%
WCWM
1021
Wooster Corthell Wealth Management
Connecticut
$5.93M -$69.5K -174 -1%
FA
1022
Forefront Analytics
Pennsylvania
$5.9M -$165K -412 -2%
CPA
1023
Cardiff Park Advisors
California
$5.9M +$38.7K +97 +0.6%
T
1024
TrueFG
Texas
$5.89M -$93K -233 -1%
EA
1025
Efficient Advisors
Ohio
$5.88M -$850K -2,128 -11%
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