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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1201
Cornerstone Planning Group
New Jersey
$4.36M +$4.31M +11,169 New
SFPG
1202
Stonebridge Financial Planning Group
Florida
$4.36M -$4.63K -12 -0.1%
MWM
1203
Mission Wealth Management
California
$4.34M +$330K +856 +8%
TFS
1204
Thoroughbred Financial Services
Tennessee
$4.34M +$137K +354 +3%
AF
1205
Advisornet Financial
Minnesota
$4.33M -$395K -1,024 -8%
TAMH
1206
Taikang Asset Management (HK)
Hong Kong
$4.33M +$4.35M +11,270 New
NCM
1207
NCM Capital Management
New Jersey
$4.33M +$39.7K +103 +0.9%
IFA
1208
Index Fund Advisors
California
$4.33M +$45.9K +119 +1%
MFA
1209
Morling Financial Advisors
California
$4.31M -$125K -324 -3%
RC
1210
Roundview Capital
New Jersey
$4.31M +$139K +360 +3%
SFO
1211
Stokes Family Office
Louisiana
$4.3M +$27.8K +72 +0.6%
NEGWA
1212
New England Guild Wealth Advisors
Connecticut
$4.3M -$182K -471 -4%
LWMNY
1213
Landmark Wealth Management (New York)
New York
$4.27M -$524K -1,357 -11%
HFRG
1214
Houlihan Financial Resource Group
Virginia
$4.24M +$772 +2 +0%
GLA
1215
Great Lakes Advisors
Illinois
$4.23M +$4.61M +11,947 +12%
BAMG
1216
Brand Asset Management Group
Missouri
$4.22M -$23.2K -60 -0.5%
BB
1217
Busey Bank
Illinois
$4.21M +$1.97M +5,096 +87%
LC
1218
Lindbrook Capital
California
$4.2M +$1.75M +4,524 +71%
WPC
1219
White Pine Capital
Minnesota
$4.19M -$445K -1,152 -10%
JFA
1220
JNBA Financial Advisors
Minnesota
$4.18M -$95.3K -247 -2%
AAS
1221
Annex Advisory Services
Wisconsin
$4.17M -$9.04M -23,427 -68%
BI
1222
Berkeley Inc
Idaho
$4.17M +$15.4K +40 +0.4%
DAS
1223
Dynamic Advisor Solutions
Arizona
$4.17M +$239K +620 +6%
EWM
1224
Endurance Wealth Management
Rhode Island
$4.14M +$50.2K +130 +1%
FNBOSM
1225
First National Bank of South Miami
Florida
$4.14M -$523K -1,355 -11%
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