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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
1301
Seven Springs Wealth Group
Tennessee
$3.98M -$43K -102 -1%
CCC
1302
Chelsea Counsel Company
California
$3.97M -$506K -1,200 -12%
RMAM
1303
Raab & Moskowitz Asset Management
New Jersey
$3.96M -$113K -267 -3%
MCM
1304
Mitchell Capital Management
Kansas
$3.94M +$75.9K +180 +2%
CPIA
1305
Cornell Pochily Investment Advisors
New York
$3.91M -$109K -258 -3%
LSA
1306
Lansing Street Advisors
Pennsylvania
$3.91M -$1.16M -2,761 -24%
SAM
1307
Strategy Asset Managers
California
$3.91M +$67.8K +161 +2%
BWA
1308
BlueSky Wealth Advisors
North Carolina
$3.9M -$11K -26 -0.3%
GIA
1309
Goodwin Investment Advisory
Georgia
$3.9M +$11K +26 +0.3%
KL
1310
KWMG LLC
Kansas
$3.89M -$48K -114 -1%
PFWA
1311
Paces Ferry Wealth Advisors
Georgia
$3.87M -$130K -309 -3%
FPCG
1312
Forum Private Client Group
Indiana
$3.86M +$254K +602 +7%
CWA
1313
CM Wealth Advisors
Ohio
$3.86M +$3.54M +8,403 New
UCMOK
1314
United Capital Management of KS
Kansas
$3.85M -$266K -632 -7%
ACM
1315
Absolute Capital Management
Pennsylvania
$3.85M +$415K +985 +13%
RA
1316
Riversedge Advisors
Delaware
$3.85M -$472K -1,120 -11%
SPW
1317
Sonoma Private Wealth
California
$3.84M – – –
BFA
1318
Beacon Financial Advisory
Ohio
$3.83M +$190K +451 +6%
ITB
1319
Idaho Trust Bank
Idaho
$3.83M +$3.62M +8,583 New
SBH
1320
Segall Bryant & Hamill
Illinois
$3.81M +$202K +480 +6%
AFS
1321
Access Financial Services
Minnesota
$3.8M -$185K -438 -5%
MPCG
1322
Matrix Private Capital Group
New York
$3.8M -$192K -456 -5%
WMA
1323
Wealth Management Associates
New Jersey
$3.79M -$58.2K -138 -2%
PWPS
1324
Pinnacle Wealth Planning Services
Ohio
$3.78M +$190K +450 +6%
BFW
1325
Brady Family Wealth
Missouri
$3.78M -$8.85K -21 -0.2%
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