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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
1151
Jackson Hole Capital Partners
Oklahoma
$15.4M +$446K +653 +3%
BCM
1152
Becker Capital Management
Oregon
$15.3M -$3.32M -4,855 -17%
EFA
1153
Evernest Financial Advisors
Indiana
$15.2M -$495K -725 -3%
GWM
1154
Global Wealth Management
New Jersey
$15.2M -$1.98M -2,900 -11%
BFM
1155
Broadview Financial Management
Wisconsin
$15.2M -$154K -225 -1%
TW
1156
Tempo Wealth
Ohio
$15.2M +$735K +1,076 +5%
EPW
1157
Endeavor Private Wealth
Kansas
$15.2M +$6.64M +9,717 +72%
CAM
1158
Campion Asset Management
Virginia
$15.2M +$1.11M +1,630 +8%
FFP
1159
Forbes Financial Planning
Rhode Island
$15.1M +$297K +435 +2%
GPW
1160
Genesis Private Wealth
Virginia
$15.1M -$199K -291 -1%
GSEP
1161
Golden State Equity Partners
California
$15.1M +$9.18M +13,437 +139%
PIA
1162
Polaris Investment Advisors
Massachusetts
$15.1M +$1.95M +2,849 +14%
REMPR
1163
Roof Eidam Maycock Peralta (REMP)
California
$15.1M +$475K +695 +3%
ES
1164
ETF Store
Kansas
$15M +$734K +1,075 +5%
SAM
1165
Secure Asset Management
Michigan
$15M +$1.02M +1,499 +7%
CG
1166
Caprock Group
Idaho
$15M -$667K -977 -4%
RWA
1167
Resolute Wealth Advisor
Ohio
$15M +$15.7M +22,968 New
FC
1168
Fusion Capital
South Carolina
$15M -$360K -527 -2%
OFG
1169
Omega Financial Group
California
$15M +$599K +877 +4%
CAG
1170
Csenge Advisory Group
Florida
$15M +$1.82M +2,660 +13%
MFT
1171
Moisand Fitzgerald Tamayo
Florida
$15M -$243K -356 -2%
AEPWM
1172
Atlantic Edge Private Wealth Management
Florida
$14.9M -$276K -404 -2%
NB
1173
Northwest Bancshares
Pennsylvania
$14.9M +$774K +1,134 +5%
YIA
1174
YHB Investment Advisors
Connecticut
$14.9M -$763K -1,117 -5%
PFA
1175
Pinnacle Family Advisors
Missouri
$14.9M -$322K -472 -2%
45 46
47
48 49