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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1026
Boyd Wealth Management
California
$7M +$314K +782 +5%
4WM
1027
4J Wealth Management
Virginia
$7M -$16.8K -42 -0.2%
YIA
1028
YHB Investment Advisors
Connecticut
$6.98M -$708K -1,767 -9%
KIA
1029
KCM Investment Advisors
California
$6.97M +$1.28M +3,195 +23%
CC
1030
Chicago Capital
Illinois
$6.94M +$99.4K +248 +1%
BONH
1031
Bank of New Hampshire
New Hampshire
$6.93M +$263K +656 +4%
RW
1032
Regimen Wealth
Georgia
$6.92M +$235K +587 +4%
NRI
1033
NFP Retirement Inc
California
$6.92M +$588K +1,466 +10%
AFG
1034
Atomi Financial Group
New York
$6.91M +$6.74M +16,821 New
LA
1035
Latitude Advisors
Florida
$6.88M -$2.41M -6,008 -26%
IGWM
1036
ICA Group Wealth Management
Colorado
$6.87M -$1.28M -3,200 -16%
DI
1037
DAGCO Inc
Ohio
$6.84M -$4.87M -12,152 -42%
CWM
1038
Congress Wealth Management
Massachusetts
$6.83M -$4.5M -11,221 -40%
T
1039
TrueFG
Texas
$6.73M +$17.6K +44 +0.3%
HSA
1040
HBK Sorce Advisory
Pennsylvania
$6.71M -$20.9M -52,242 -76%
MD
1041
Money Design
Japan
$6.68M +$343K +855 +6%
BCM
1042
Becker Capital Management
Oregon
$6.67M +$6.5M +16,214 New
NL
1043
NEPC LLC
Massachusetts
$6.66M +$2.41K +6 +0%
CRI
1044
Commonwealth Retirement Investments
Virginia
$6.63M +$148K +369 +2%
RTL
1045
Red Tortoise LLC
Georgia
$6.63M +$16.8K +42 +0.3%
PCP
1046
Proficio Capital Partners
Massachusetts
$6.62M -$179K -447 -3%
JIP
1047
Jaffetilchin Investment Partners
Florida
$6.61M -$95.4K -238 -1%
MOS
1048
MGO One Seven
Ohio
$6.57M +$968K +2,414 +18%
WCWM
1049
Wooster Corthell Wealth Management
Connecticut
$6.57M -$168K -418 -3%
WP
1050
WMS Partners
Maryland
$6.56M – – –
40 41
42
43 44