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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1226
Smart Money Group
Texas
$4.73M -$637K -1,424 -11%
BFO
1227
Boston Family Office
Massachusetts
$4.71M -$242K -540 -5%
PP
1228
PFS Partners
New Jersey
$4.71M -$67.5K -151 -1%
SWA
1229
Strategies Wealth Advisors
Michigan
$4.71M -$39.4K -88 -0.8%
BI
1230
Berkeley Inc
Idaho
$4.69M +$33.1K +74 +0.7%
LIA
1231
LifePlan Investment Advisors
North Carolina
$4.69M +$2.12M +4,750 +77%
WP
1232
Westmount Partners
California
$4.68M +$247K +553 +5%
EP
1233
Essential Planning
New Hampshire
$4.68M +$18.3K +41 +0.4%
BB
1234
Busey Bank
Illinois
$4.67M -$32.7K -73 -0.7%
JJBC
1235
James J. Burns & Company
New York
$4.66M -$131K -293 -3%
WPP
1236
Whalerock Point Partners
Rhode Island
$4.66M +$336K +752 +7%
FFM
1237
Fullerton Fund Management
Singapore
$4.65M +$3.76M +8,413 +347%
HT
1238
Heritage Trust
Oklahoma
$4.64M -$42K -94 -0.9%
SOS
1239
Silver Oak Securities
Tennessee
$4.61M -$3.97M -8,885 -45%
SFO
1240
Stokes Family Office
Louisiana
$4.6M -$36.2K -81 -0.8%
MAG
1241
MRA Advisory Group
New Jersey
$4.59M +$353K +789 +8%
TI
1242
Trexquant Investment
Connecticut
$4.57M +$3.17M +7,086 +199%
SFPG
1243
Stonebridge Financial Planning Group
Florida
$4.57M -$8.95K -20 -0.2%
WB
1244
West Bancorporation
Iowa
$4.57M -$5.82K -13 -0.1%
CRC
1245
Curi RMB Capital
Illinois
$4.55M -$239K -535 -5%
HFRG
1246
Houlihan Financial Resource Group
Virginia
$4.54M +$4.78M +10,688 New
CSPIA
1247
Cary Street Partners Investment Advisory
Virginia
$4.53M -$148K -331 -3%
QCIG
1248
Quad-Cities Investment Group
Iowa
$4.51M +$599K +1,339 +15%
SWM
1249
Stockman Wealth Management
Montana
$4.5M +$2.09M +4,679 +81%
ASW
1250
Astoria Strategic Wealth
Texas
$4.5M +$114K +255 +2%
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