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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1251
Steph & Co
Wisconsin
$4.59M -$7.16K -17 -0.2%
NP
1252
Nilsine Partners
Colorado
$4.58M -$323K -766 -7%
ASW
1253
Astoria Strategic Wealth
Texas
$4.56M +$421 +1 +0%
OWA
1254
Outlook Wealth Advisors
Texas
$4.53M +$3.85M +9,141 +894%
WPP
1255
Whalerock Point Partners
Rhode Island
$4.5M +$64.5K +153 +2%
JIC
1256
Joel Isaacson & Co
New York
$4.49M +$382K +906 +10%
WCM
1257
Windham Capital Management
Massachusetts
$4.46M – – –
CPC
1258
Congress Park Capital
New York
$4.45M +$482K +1,144 +13%
GIS
1259
Grayhawk Investment Strategies
Alberta, Canada
$4.43M -$6.32K -15 -0.2%
BB
1260
Berkshire Bank
Massachusetts
$4.43M -$184K -437 -4%
MAG
1261
MRA Advisory Group
New Jersey
$4.41M +$3.47M +8,241 +496%
WPC
1262
Waters Parkerson & Co
Louisiana
$4.41M +$211K +501 +5%
PWP
1263
Private Wealth Partners
California
$4.38M – – –
SCM
1264
SOL Capital Management
Maryland
$4.37M +$252K +598 +6%
MCC
1265
Money Concepts Capital
Florida
$4.37M -$36.8M -87,286 -90%
PA
1266
PSI Advisors
Florida
$4.37M -$415K -985 -9%
RW
1267
Rede Wealth
Virginia
$4.36M +$13.5K +32 +0.3%
P
1268
&Partners
Tennessee
$4.35M -$28.2K -67 -0.7%
SFM
1269
Signet Financial Management
New Jersey
$4.35M -$38.8K -92 -0.9%
MWPCG
1270
Measured Wealth Private Client Group
New Hampshire
$4.33M -$230K -545 -5%
FC
1271
Financial Council
Maryland
$4.3M -$11.8K -28 -0.3%
PWA
1272
Peterson Wealth Advisors
Utah
$4.27M -$198K -469 -5%
SIC
1273
Salem Investment Counselors
North Carolina
$4.25M +$158K +374 +4%
CWM
1274
Certus Wealth Management
California
$4.25M +$4.02M +9,533 New
MWP
1275
Meridian Wealth Partners
Pennsylvania
$4.25M +$44.2K +105 +1%
49 50
51
52 53