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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1276
Essential Planning
New Hampshire
$3.64M +$3.91M +10,134 New
BPWM
1277
Badgley Phelps Wealth Managers
Washington
$3.64M +$687K +1,780 +23%
BWA
1278
BlueSky Wealth Advisors
North Carolina
$3.64M -$348K -903 -9%
LFA
1279
Legacy Financial Advisors
Kentucky
$3.62M +$513K +1,329 +16%
FFM
1280
Forum Financial Management
Illinois
$3.62M -$273K -708 -7%
GWM
1281
Gitterman Wealth Management
New Jersey
$3.6M -$357K -925 -9%
AF
1282
Affiance Financial
Minnesota
$3.6M +$12K +31 +0.3%
PAM
1283
Peak Asset Management
Colorado
$3.6M -$80.7K -209 -2%
MFC
1284
Mechanics Financial Corp
Ohio
$3.59M +$43.6K +113 +1%
FCB
1285
First County Bank
Connecticut
$3.58M +$3.59M +9,315 New
NW
1286
NewEdge Wealth
Pennsylvania
$3.56M +$2.12M +5,506 +147%
JWWM
1287
Johnson & White Wealth Management
Pennsylvania
$3.56M +$20.5M +53,138 +1,989%
NFP
1288
NorthLanding Financial Partners
New York
$3.56M -$97.6K -253 -3%
RW
1289
Rede Wealth
Virginia
$3.54M +$545K +1,413 +18%
CPIA
1290
Cornell Pochily Investment Advisors
New York
$3.54M +$46.7K +121 +1%
IDA
1291
Intelligence Driven Advisers
California
$3.54M -$18.5M -47,842 -84%
KL
1292
KWMG LLC
Kansas
$3.54M -$142K -368 -4%
MSAM
1293
Moloney Securities Asset Management
Missouri
$3.53M +$95.3K +247 +3%
WF
1294
Welch & Forbes
Massachusetts
$3.53M -$63.7K -165 -2%
KFGK
1295
Keystone Financial Group (Kentucky)
Kentucky
$3.52M -$9.65K -25 -0.3%
AFM
1296
Andesa Financial Management
Pennsylvania
$3.52M -$2.68M -6,953 -43%
MWP
1297
Meridian Wealth Partners
Pennsylvania
$3.52M +$149K +387 +4%
FG
1298
Fiduciary Group
Georgia
$3.51M -$20.8K -54 -0.6%
TW
1299
Transform Wealth
Colorado
$3.51M -$228K -590 -6%
P
1300
&Partners
Tennessee
$3.5M -$359K -931 -9%
50 51
52
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