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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
1201
Fusion Family Wealth
New York
$3.45M +$381K +953 +14%
FWTB
1202
First Western Trust Bank
Colorado
$3.44M -$10.4K -26 -0.3%
HIIFS
1203
Harel Insurance Investments & Financial Services
Israel
$3.43M – – –
KL
1204
KWMG LLC
Kansas
$3.43M -$3.19K -8 -0.1%
PAM
1205
Peak Asset Management
Colorado
$3.43M +$25.2K +63 +0.7%
BFC
1206
Bedel Financial Consulting
Indiana
$3.43M +$173K +433 +5%
AWMS
1207
Advocacy Wealth Management Services
Georgia
$3.43M +$190K +475 +6%
PJSIMP
1208
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.42M -$55.5K -139 -2%
NFP
1209
NorthLanding Financial Partners
New York
$3.41M +$3.8M +9,510 New
WWM
1210
WJ Wealth Management
Arizona
$3.4M -$134K -335 -3%
BBPWM
1211
Blue Bell Private Wealth Management
Pennsylvania
$3.39M -$1.2M -2,998 -24%
WF
1212
Welch & Forbes
Massachusetts
$3.35M -$53.1K -133 -1%
AF
1213
Affiance Financial
Minnesota
$3.35M +$1.05M +2,630 +39%
PWA
1214
PCG Wealth Advisors
Kansas
$3.35M +$1.81M +4,536 +95%
CWM
1215
Connecticut Wealth Management
Connecticut
$3.34M +$509K +1,274 +16%
DWP
1216
Destiny Wealth Partners
Florida
$3.33M -$106K -265 -3%
MFC
1217
Mechanics Financial Corp
Ohio
$3.31M +$40.7K +102 +1%
KFGK
1218
Keystone Financial Group (Kentucky)
Kentucky
$3.3M -$172K -430 -4%
PAM
1219
PVG Asset Management
Colorado
$3.3M +$3.67M +9,193 New
BPC
1220
Banque Pictet & Cie
Switzerland
$3.28M – – –
ASW
1221
Astoria Strategic Wealth
Texas
$3.27M -$30.3K -76 -0.8%
BO
1222
BRR OpCo
Ohio
$3.26M -$151K -379 -4%
CPIA
1223
Cornell Pochily Investment Advisors
New York
$3.26M +$94.2K +236 +3%
MLA
1224
My Legacy Advisors
Oregon
$3.25M +$1.24M +3,114 +52%
SSWG
1225
Seven Springs Wealth Group
Tennessee
$3.25M -$95.4K -239 -3%
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