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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWA
1251
Oak Barrel Wealth Advisory
Virginia
$13.9M +$13.8M +20,260 New
PIA
1252
Polaris Investment Advisors
Massachusetts
$13.9M +$13.7M +20,244 New
SS
1253
Sound Stewardship
Kansas
$13.8M -$41.4K -61 -0.3%
RWS
1254
Retirement Wealth Solutions
Wisconsin
$13.8M +$762K +1,122 +6%
LA
1255
Latitude Advisors
Florida
$13.8M -$483K -711 -3%
FWMP
1256
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$13.8M -$158K -232 -1%
OCM
1257
Objective Capital Management
Ohio
$13.7M +$302K +444 +2%
MAG
1258
MRA Advisory Group
New Jersey
$13.7M -$13.3M -19,617 -49%
STA
1259
Summit Trail Advisors
New York
$13.7M -$3.16M -4,651 -19%
TCM
1260
Telos Capital Management
California
$13.7M +$35.3K +52 +0.3%
CC
1261
Chicago Capital
Illinois
$13.6M +$139K +205 +1%
SIS
1262
Sound Income Strategies
Florida
$13.6M +$5.35M +7,884 +67%
MCM
1263
MidAtlantic Capital Management
Virginia
$13.6M +$161K +237 +1%
CW
1264
Cedarwood Wealth
Colorado
$13.5M +$13.2M +19,374 New
SL
1265
Sentry LLC
Tennessee
$13.5M +$183K +269 +1%
PRTG
1266
Post Resch Tallon Group
New York
$13.4M +$1.27M +1,871 +11%
NG
1267
Novem Group
New York
$13.3M -$42.8K -63 -0.3%
WMP
1268
Wealth Management Partners
Arizona
$13.3M -$48.2K -71 -0.4%
UWS
1269
Unique Wealth Strategies
Illinois
$13.3M -$220K -324 -2%
SDAM
1270
Shulman DeMeo Asset Management
New York
$13.3M -$50.9K -75 -0.4%
IMRF
1271
Illinois Municipal Retirement Fund
Illinois
$13.2M +$5.36M +7,900 +70%
MPM
1272
Meritage Portfolio Management
Kansas
$13.2M -$226K -333 -2%
TP
1273
TritonPoint Partners
Maryland
$13.1M +$13M +19,196 New
CA
1274
Claro Advisors
Massachusetts
$13.1M +$897K +1,321 +7%
WG
1275
Welch Group
Alabama
$13.1M +$601K +885 +5%
49 50
51
52 53