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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
1301
Quad-Cities Investment Group
Iowa
$2.83M +$382K +928 +14%
TP
1302
Tranquility Partners
Tennessee
$2.82M +$526K +1,279 +21%
WWP
1303
WR Wealth Planners
Missouri
$2.82M -$11.5K -28 -0.4%
LFA
1304
Legacy Financial Advisors
Kentucky
$2.82M -$19.7K -48 -0.6%
VWM
1305
Valley Wealth Managers
New Jersey
$2.8M +$263K +639 +9%
BPWM
1306
Badgley Phelps Wealth Managers
Washington
$2.8M +$812K +1,975 +37%
GGS
1307
Galvin Gaustad & Stein
Arizona
$2.8M -$54.7K -133 -2%
SI
1308
Stephens Inc
Arkansas
$2.79M -$343K -833 -10%
CG
1309
Cynosure Group
Utah
$2.76M -$220K -535 -7%
TFP
1310
Triune Financial Partners
Kansas
$2.76M -$19.7K -48 -0.7%
PIA
1311
Perennial Investment Advisors
California
$2.76M -$29.2K -71 -1%
CFO
1312
Collective Family Office
Pennsylvania
$2.76M -$155K -377 -5%
CCM
1313
Cohen Capital Management
California
$2.75M +$6.17K +15 +0.2%
FFG
1314
Ford Financial Group
California
$2.74M -$463K -1,126 -13%
JEST
1315
JTC Employer Solutions Trustee
Jersey
$2.74M – – –
TIM
1316
Total Investment Management
Arizona
$2.73M -$62.1K -151 -2%
AUB
1317
Atlantic Union Bankshares
Virginia
$2.73M -$10.3K -25 -0.3%
NIM
1318
Northeast Investment Management
Massachusetts
$2.72M – – –
GCS
1319
Gordian Capital (Singapore)
Singapore
$2.72M +$2.95M +7,170 New
TH
1320
TCTC Holdings
Texas
$2.71M +$2.88K +7 +0.1%
CT
1321
Caldwell Trust
Florida
$2.71M – – –
TCBWMS
1322
Texas Capital Bank Wealth Management Services
Texas
$2.7M -$16.5K -40 -0.6%
RW
1323
Rede Wealth
Virginia
$2.7M -$50.2K -122 -2%
BFO
1324
Boston Family Office
Massachusetts
$2.69M +$21K +51 +0.7%
WFA
1325
WestHill Financial Advisors
California
$2.68M -$13.2K -32 -0.5%
51 52
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