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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1201
MA Private Wealth
California
$11.4M -$1.17M -2,045 -10%
RWS
1202
Retirement Wealth Solutions
Wisconsin
$11.4M -$1.87M -3,258 -15%
MFG
1203
Mustico Financial Group
New York
$11.4M +$10.3M +18,001 New
EWA
1204
Etesian Wealth Advisors
Oregon
$11.4M +$639K +1,113 +6%
NS
1205
NBC Securities
Alabama
$11.4M +$2.49M +4,342 +31%
OCM
1206
Objective Capital Management
Ohio
$11.4M +$241K +420 +2%
BCWM
1207
Bartlett & Co Wealth Management
Ohio
$11.4M +$21.2K +37 +0.2%
RDWM
1208
Red Door Wealth Management
Tennessee
$11.4M +$25.8K +45 +0.2%
MD
1209
Money Design
Japan
$11.3M -$352K -613 -3%
NAS
1210
Nicolet Advisory Services
Wisconsin
$11.3M -$15.5K -27 -0.1%
SB
1211
Simmons Bank
Arkansas
$11.2M +$24.1K +42 +0.2%
GHA
1212
Granite Harbor Advisors
Texas
$11.1M -$856K -1,491 -8%
WF
1213
Wayfinding Financial
Washington
$11.1M -$180K -314 -2%
AA
1214
Argent Advisors
Louisiana
$11M +$284K +495 +3%
PI
1215
PJT Investments
$11M +$10.2M +17,692 New
PRTG
1216
Post Resch Tallon Group
New York
$11M -$28.7K -50 -0.3%
WG
1217
Welch Group
Alabama
$10.9M +$18.4K +32 +0.2%
TA
1218
TFB Advisors
Kansas
$10.9M +$4.1M +7,136 +68%
MF
1219
Montis Financial
Massachusetts
$10.9M -$462K -805 -4%
MAM
1220
MMA Asset Management
Pennsylvania
$10.9M -$2.34M -4,079 -19%
SAM
1221
Secure Asset Management
Michigan
$10.9M +$2.89M +5,029 +40%
ANBT
1222
American National Bank & Trust
Texas
$10.8M +$99.3K +173 +1%
WF
1223
Welch & Forbes
Massachusetts
$10.8M +$62K +108 +0.6%
DC
1224
Davenport & Co
Virginia
$10.8M -$487K -849 -5%
CAM
1225
Campion Asset Management
Virginia
$10.8M +$648K +1,129 +7%
47 48
49
50 51