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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1276
Strategic Financial Concepts
Texas
$6.88M +$1.87M +3,739 +40%
WPC
1277
Wedmont Private Capital
Pennsylvania
$6.85M +$159K +317 +2%
SWA
1278
Strata Wealth Advisors
Texas
$6.85M +$319K +638 +5%
OPA
1279
Old Port Advisors
Maine
$6.82M +$926K +1,850 +17%
SFP
1280
Sterling Financial Planning
New Jersey
$6.82M -$121K -241 -2%
TW
1281
Transform Wealth
Colorado
$6.8M -$6.79M -13,575 -51%
IW
1282
Instrumental Wealth
Florida
$6.79M -$1.05M -2,096 -14%
VCM
1283
Vivaldi Capital Management
Illinois
$6.78M +$33.5K +67 +0.5%
TPI
1284
Trust Point Inc
Wisconsin
$6.78M -$436K -871 -6%
AAS
1285
Annex Advisory Services
Wisconsin
$6.77M -$474K -947 -7%
LSPW
1286
Lake Street Private Wealth
Illinois
$6.69M -$39K -78 -0.6%
FIM
1287
Freedom Investment Management
Connecticut
$6.68M +$844K +1,686 +15%
MAM
1288
MMA Asset Management
Pennsylvania
$6.68M +$753K +1,504 +13%
TFS
1289
Thoroughbred Financial Services
Tennessee
$6.64M -$457K -914 -7%
AI
1290
Atom Investors
Texas
$6.64M – – –
SIC
1291
Sterling Investment Counsel
New York
$6.62M -$334K -668 -5%
WF
1292
Welch & Forbes
Massachusetts
$6.62M +$1.8M +3,597 +40%
CAM
1293
Campion Asset Management
Virginia
$6.62M +$550K +1,099 +10%
FTUS
1294
Flow Traders U.S.
New York
$6.58M -$7.78M -15,546 -55%
RC
1295
Roundview Capital
New Jersey
$6.57M +$396K +792 +7%
NW
1296
NewEdge Wealth
Pennsylvania
$6.56M +$2.22M +4,437 +52%
DWM
1297
Dogwood Wealth Management
Kansas
$6.55M – – –
MC
1298
Moors & Cabot
Massachusetts
$6.55M +$1.06M +2,126 +21%
IW
1299
Imprint Wealth
South Carolina
$6.54M +$6.23M +12,451 New
KIA
1300
KCM Investment Advisors
California
$6.51M +$87.1K +174 +1%
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