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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWMCB
1301
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.4M +$500K +1,246 +18%
CASB
1302
Cape Ann Savings Bank
Massachusetts
$3.39M -$38.5K -96 -1%
CLOS
1303
Compagnie Lombard Odier SCmA
Switzerland
$3.39M +$139K +347 +4%
APC
1304
Asset Planning Corporation
Tennessee
$3.38M -$26.1K -65 -0.8%
MWA
1305
Motive Wealth Advisors
Michigan
$3.36M -$6.48M -16,155 -66%
FCP
1306
Fidelis Capital Partners
Florida
$3.35M +$2.41M +6,016 +290%
BFA
1307
Beacon Financial Advisory
Ohio
$3.35M +$205K +511 +7%
EFG
1308
Ethos Financial Group
Pennsylvania
$3.34M +$76.6K +191 +2%
BPWM
1309
Badgley Phelps Wealth Managers
Washington
$3.33M -$546K -1,362 -14%
IFS
1310
Intelligent Financial Strategies
Minnesota
$3.32M -$89.8K -224 -3%
FPCG
1311
Forum Private Client Group
Indiana
$3.31M +$359K +896 +13%
SBH
1312
Segall Bryant & Hamill
Illinois
$3.31M -$46.1K -115 -1%
SFG
1313
SNS Financial Group
Minnesota
$3.31M -$55.3K -138 -2%
PWPS
1314
Pinnacle Wealth Planning Services
Ohio
$3.3M +$56.5K +141 +2%
WAG
1315
Wallace Advisory Group
California
$3.3M +$64.5K +161 +2%
SWM
1316
Southern Wealth Management
Texas
$3.3M -$731K -1,823 -19%
SP
1317
Successful Portfolios
Florida
$3.3M -$186K -464 -5%
CL
1318
CIM LLC
New York
$3.29M -$132K -328 -4%
SIA
1319
Stegner Investment Associates
Kentucky
$3.28M +$38.1K +95 +1%
BAM
1320
BOS Asset Management
Illinois
$3.28M -$68.2K -170 -2%
SFI
1321
SPC Financial Inc
Maryland
$3.27M +$411K +1,024 +15%
PA
1322
Procyon Advisors
Connecticut
$3.27M +$398K +993 +14%
SWA
1323
Strategies Wealth Advisors
Michigan
$3.27M +$730K +1,820 +30%
FHA
1324
Flagship Harbor Advisors
Massachusetts
$3.25M -$6.42K -16 -0.2%
AWG
1325
Altus Wealth Group
Colorado
$3.25M +$64.9K +162 +2%
51 52
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