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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
1276
First Merchants Corp
Indiana
$1.36M +$413K +1,241 +44%
PP
1277
Patten & Patten
Tennessee
$1.35M -$463K -1,391 -26%
TWM
1278
Titus Wealth Management
California
$1.35M +$2K +6 +0.1%
SPA
1279
Sentinel Pension Advisors
Massachusetts
$1.35M -$52.6K -158 -4%
LWMM
1280
Legacy Wealth Management (Mississippi)
Mississippi
$1.34M – – –
SFSIG
1281
San Francisco Sentry Investment Group
California
$1.34M -$106K -320 -7%
MCG
1282
MACRO Consulting Group
New Jersey
$1.34M -$232K -698 -15%
CW
1283
CreativeOne Wealth
Kansas
$1.32M -$17.6K -53 -1%
MIM
1284
Montgomery Investment Management
Maryland
$1.31M – – –
NP
1285
NorthRock Partners
Minnesota
$1.3M -$1.9M -5,708 -60%
VWM
1286
Valley Wealth Managers
New Jersey
$1.3M +$56.6K +170 +5%
GC
1287
Gratus Capital
Georgia
$1.3M -$63.9K -192 -5%
BOPW
1288
Brandywine Oak Private Wealth
Pennsylvania
$1.29M -$67.2K -202 -5%
CSPIA
1289
Cary Street Partners Investment Advisory
Virginia
$1.28M +$346K +1,040 +37%
BPB
1290
Badgley, Phelps & Bell
Washington
$1.28M -$8.32K -25 -0.7%
HL
1291
HeadInvest LLC
Maine
$1.28M – – –
BCM
1292
Breiter Capital Management
Florida
$1.28M +$5.66K +17 +0.4%
NFG
1293
Nadler Financial Group
Illinois
$1.27M – – –
BCA
1294
Biltmore Capital Advisors
New Jersey
$1.26M +$1.25M +3,764 New
KAM
1295
Knightsbridge Asset Management
California
$1.26M +$39.9K +120 +3%
PWM
1296
Paulson Wealth Management
Illinois
$1.25M -$27.6K -83 -2%
AIM
1297
Alhambra Investment Management
Florida
$1.25M -$126K -380 -9%
OFS
1298
OneAscent Financial Services
Alabama
$1.25M -$80.2K -241 -6%
HPCM
1299
Hunter Perkins Capital Management
Illinois
$1.24M – – –
KFI
1300
Key Financial Inc
Pennsylvania
$1.24M +$485K +1,457 +65%
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