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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1226
Essential Planning
New Hampshire
$4.83M +$134K +319 +3%
EWM
1227
Endurance Wealth Management
Rhode Island
$4.82M -$17.3K -41 -0.4%
BCA
1228
Bray Capital Advisors
Florida
$4.81M -$19.4K -46 -0.4%
SFO
1229
Stokes Family Office
Louisiana
$4.81M -$10.1K -24 -0.2%
PAI
1230
Pittenger & Anderson Inc
Nebraska
$4.81M +$28.2K +67 +0.6%
MFP
1231
Meridian Financial Partners
Virginia
$4.77M +$4.42M +10,492 New
SFPG
1232
Stonebridge Financial Planning Group
Florida
$4.75M -$153K -364 -3%
WB
1233
West Bancorporation
Iowa
$4.75M +$183K +435 +4%
LFA
1234
Legacy Financial Advisors
Kentucky
$4.74M +$245K +581 +6%
TFCP
1235
Twin Focus Capital Partners
Massachusetts
$4.74M – – –
WPC
1236
White Pine Capital
Minnesota
$4.73M -$114K -271 -2%
AWA
1237
Authentikos Wealth Advisory
California
$4.71M -$248K -589 -5%
SAM
1238
S.A. Mason
Michigan
$4.69M – – –
AIA
1239
Armor Investment Advisors
North Carolina
$4.68M +$251K +596 +6%
IIC
1240
Ironwood Investment Counsel
Arizona
$4.67M -$695K -1,649 -14%
BAM
1241
Belpointe Asset Management
Nevada
$4.67M -$9.13M -21,674 -67%
FTWA
1242
Fifth Third Wealth Advisors
Ohio
$4.66M +$2.83M +6,727 +180%
CIS
1243
Continental Investors Services
Washington
$4.66M +$2.08M +4,942 +93%
MFS
1244
Madrona Financial Services
Washington
$4.65M +$2.82M +6,703 +179%
BAMG
1245
Brand Asset Management Group
Missouri
$4.65M -$239K -566 -5%
FCP
1246
Fidelis Capital Partners
Florida
$4.64M +$978K +2,321 +29%
SFG
1247
Sage Financial Group
Pennsylvania
$4.64M -$94.4K -224 -2%
JFA
1248
JNBA Financial Advisors
Minnesota
$4.63M -$58.6K -139 -1%
MCI
1249
MRP Capital Investments
Georgia
$4.63M +$4.38M +10,392 New
FNBOSM
1250
First National Bank of South Miami
Florida
$4.63M -$37.1K -88 -0.8%
48 49
50
51 52