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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1101
Meritage Portfolio Management
Kansas
$13.2M -$2.27M -3,848 -14%
EPW
1102
Endeavor Private Wealth
Kansas
$13.1M +$7.12M +12,051 +106%
FC
1103
Fusion Capital
South Carolina
$13.1M -$88K -149 -0.6%
CG
1104
Caprock Group
Idaho
$13M +$1.05M +1,786 +8%
SR
1105
Syntax Research
Florida
$13M +$2.01M +3,407 +17%
PNC
1106
Park National Corp
Ohio
$13M +$132K +224 +1%
CTWM
1107
Cherry Tree Wealth Management
Minnesota
$13M +$644K +1,090 +5%
PTC
1108
Private Trust Company
Ohio
$12.9M +$449K +761 +3%
MWA
1109
Motive Wealth Advisors
Michigan
$12.9M -$278K -471 -2%
NSIM
1110
North Star Investment Management
Illinois
$12.9M +$28.3K +48 +0.2%
SWA
1111
Sax Wealth Advisors
New Jersey
$12.9M +$3.4M +5,763 +34%
GA
1112
GFS Advisors
Texas
$12.9M +$4.02M +6,815 +42%
SWM
1113
Scissortail Wealth Management
Oklahoma
$12.9M -$2.32M -3,922 -15%
ES
1114
ETF Store
Kansas
$12.8M -$877K -1,486 -6%
KWM
1115
Kingsview Wealth Management
Oregon
$12.8M -$4.06M -6,875 -23%
JHCP
1116
Jackson Hole Capital Partners
Oklahoma
$12.8M +$308K +522 +2%
MFG
1117
Mosaic Financial Group
Illinois
$12.7M -$286K -484 -2%
GWANC
1118
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.7M +$33.7K +57 +0.3%
VVP
1119
Venture Visionary Partners
Ohio
$12.6M +$325K +550 +3%
PHAM
1120
Palisades Hudson Asset Management
Florida
$12.4M -$316K -535 -2%
KWA
1121
Kingswood Wealth Advisors
California
$12.4M -$1.44M -2,438 -10%
AHC
1122
Anderson Hoagland & Co
Missouri
$12.4M +$3.54K +6 +0%
FPW
1123
Fairvoy Private Wealth
Alabama
$12.4M -$3.48M -5,886 -21%
PFA
1124
Pinnacle Family Advisors
Missouri
$12.4M -$3.83M -6,489 -23%
FWP
1125
Forefront Wealth Partners
Texas
$12.4M -$1.74M -2,949 -12%
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