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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1101
Zhang Financial
Michigan
$5.88M +$2M +5,187 +51%
RDIA
1102
RE Dickinson Investment Advisors
Iowa
$5.87M -$34K -88 -0.6%
NAS
1103
Nicolet Advisory Services
Wisconsin
$5.87M +$3.07M +7,968 +117%
CF
1104
Centaurus Financial
California
$5.83M -$2.41M -6,250 -29%
EI
1105
Ellevest Inc
New York
$5.82M +$311K +805 +6%
BOTW
1106
Bank of the West
California
$5.77M +$681K +1,764 +13%
MF
1107
Meridian Financial
Massachusetts
$5.76M -$14.3K -37 -0.2%
NWA
1108
New World Advisors
Massachusetts
$5.74M +$228K +592 +4%
NPP
1109
New Potomac Partners
Maryland
$5.73M +$1.16K +3 +0%
GP
1110
Geneva Partners
Wisconsin
$5.69M +$1.45M +3,761 +34%
KOC
1111
Koss-Olinger Consulting
Florida
$5.61M -$19.7K -51 -0.3%
EBSAM
1112
Eubel Brady & Suttman Asset Management
Ohio
$5.61M -$754K -1,955 -12%
EWM
1113
Empirical Wealth Management
Washington
$5.59M -$95.3K -247 -2%
ML
1114
McAdam LLC
Pennsylvania
$5.54M -$6.45M -16,722 -59%
WP
1115
WealthSource Partners
California
$5.54M +$280K +726 +5%
LG
1116
Leuthold Group
Minnesota
$5.53M -$879K -2,278 -14%
MWM
1117
Meridian Wealth Management
Kentucky
$5.51M -$368K -954 -6%
CA
1118
CGN Advisors
Kansas
$5.51M -$1.35M -3,500 -20%
PMFA
1119
Plante Moran Financial Advisors
Michigan
$5.46M +$384K +995 +8%
GWP
1120
Gateway Wealth Partners
Wisconsin
$5.44M +$5.46M +14,150 New
NG
1121
NatWest Group
United Kingdom
$5.38M – – –
APG
1122
Abacus Planning Group
South Carolina
$5.33M +$227K +589 +4%
GM
1123
GeoWealth Management
Illinois
$5.32M -$188K -488 -3%
SWM
1124
Selective Wealth Management
Virginia
$5.31M +$1.06M +2,749 +26%
STB
1125
S&T Bank
Pennsylvania
$5.3M +$2.31K +6 +0%
43 44
45
46 47