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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1151
DWR Wealth Management
California
$15.5M -$445K -652 -3%
GWM
1152
GK Wealth Management
Nevada
$15.5M +$15.9M +23,276 +1,916%
LFS
1153
Lutz Financial Services
Nebraska
$15.5M -$131K -192 -0.8%
DCM
1154
Dimension Capital Management
Florida
$15.4M -$3.03M -4,437 -16%
BWM
1155
Braeburn Wealth Management
Michigan
$15.4M -$5.09M -7,452 -24%
JHCP
1156
Jackson Hole Capital Partners
Oklahoma
$15.4M +$446K +653 +3%
BCM
1157
Becker Capital Management
Oregon
$15.3M -$3.32M -4,855 -17%
EFA
1158
Evernest Financial Advisors
Indiana
$15.2M -$495K -725 -3%
GWM
1159
Global Wealth Management
New Jersey
$15.2M -$1.98M -2,900 -11%
BFM
1160
Broadview Financial Management
Wisconsin
$15.2M -$154K -225 -1%
TW
1161
Tempo Wealth
Ohio
$15.2M +$735K +1,076 +5%
EPW
1162
Endeavor Private Wealth
Kansas
$15.2M +$6.64M +9,717 +72%
CAM
1163
Campion Asset Management
Virginia
$15.2M +$1.11M +1,630 +8%
FFP
1164
Forbes Financial Planning
Rhode Island
$15.1M +$297K +435 +2%
GPW
1165
Genesis Private Wealth
Virginia
$15.1M -$199K -291 -1%
GSEP
1166
Golden State Equity Partners
California
$15.1M +$9.18M +13,437 +139%
PIA
1167
Polaris Investment Advisors
Massachusetts
$15.1M +$1.95M +2,849 +14%
REMPR
1168
Roof Eidam Maycock Peralta (REMP)
California
$15.1M +$475K +695 +3%
ES
1169
ETF Store
Kansas
$15M +$734K +1,075 +5%
SAM
1170
Secure Asset Management
Michigan
$15M +$1.02M +1,499 +7%
CG
1171
Caprock Group
Idaho
$15M -$667K -977 -4%
RWA
1172
Resolute Wealth Advisor
Ohio
$15M +$15.7M +22,968 New
FC
1173
Fusion Capital
South Carolina
$15M -$360K -527 -2%
OFG
1174
Omega Financial Group
California
$15M +$599K +877 +4%
CAG
1175
Csenge Advisory Group
Florida
$15M +$1.82M +2,660 +13%
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