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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1026
Nicolet Advisory Services
Wisconsin
$8.16M +$191K +454 +3%
MSFS
1027
Main Street Financial Solutions
Pennsylvania
$8.14M -$4.21K -10 -0.1%
GKWIM
1028
Gerber Kawasaki Wealth & Investment Management
California
$8.1M +$1.12M +2,649 +17%
SS
1029
Sound Stewardship
Kansas
$8.07M +$23.6K +56 +0.3%
WG
1030
Welch Group
Alabama
$8.04M -$12.2K -29 -0.2%
MMRF
1031
Michelson Medical Research Foundation
California
$8.02M – – –
UCB
1032
United Community Bank
South Carolina
$7.99M – – –
APW
1033
Acima Private Wealth
Virginia
$7.99M -$155K -367 -2%
NRA
1034
NSI Retail Advisors
Pennsylvania
$7.98M +$7.54M +17,900 New
IA
1035
IFG Advisory
Georgia
$7.92M +$210K +499 +3%
RDWM
1036
Red Door Wealth Management
Tennessee
$7.91M +$5.03M +11,929 +205%
BONH
1037
Bank of New Hampshire
New Hampshire
$7.91M +$373K +886 +5%
SCA
1038
Sandy Cove Advisors
Massachusetts
$7.87M +$1.17M +2,772 +19%
RW
1039
Regimen Wealth
Georgia
$7.84M +$431K +1,022 +6%
WWM
1040
Windsor Wealth Management
Indiana
$7.82M +$16.4K +39 +0.2%
AWM
1041
Axxcess Wealth Management
California
$7.8M -$931K -2,210 -11%
STA
1042
Summit Trail Advisors
New York
$7.77M -$94.4K -224 -1%
T
1043
TRUADVICE
Florida
$7.72M +$700K +1,660 +11%
REMPR
1044
Roof Eidam Maycock Peralta (REMP)
California
$7.67M +$1.02M +2,419 +16%
DI
1045
DAGCO Inc
Ohio
$7.67M +$237K +563 +3%
YIA
1046
YHB Investment Advisors
Connecticut
$7.65M +$83.9K +199 +1%
CWA
1047
Continuum Wealth Advisors
New York
$7.61M +$6.86M +16,286 +2,043%
NAG
1048
Northstar Advisory Group
New Jersey
$7.59M -$10.5M -24,948 -59%
BWM
1049
Boyd Wealth Management
California
$7.59M – – –
4WM
1050
4J Wealth Management
Virginia
$7.58M -$8.85K -21 -0.1%
40 41
42
43 44