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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1301
Callan Capital
California
$3.95M – – –
NW
1302
NewEdge Wealth
Pennsylvania
$3.94M +$390K +872 +10%
BPC
1303
Banque Pictet & Cie
Switzerland
$3.92M +$1.34K +3 +0%
MWPCG
1304
Measured Wealth Private Client Group
New Hampshire
$3.92M -$260K -581 -6%
KFGK
1305
Keystone Financial Group (Kentucky)
Kentucky
$3.91M +$59.5K +133 +1%
WF
1306
Welch & Forbes
Massachusetts
$3.9M +$17K +38 +0.4%
FG
1307
Fiduciary Group
Georgia
$3.9M -$4.47K -10 -0.1%
GPA
1308
Garrison Point Advisors
California
$3.89M -$24.6K -55 -0.6%
DWM
1309
Defined Wealth Management
Oregon
$3.89M -$3.13K -7 -0.1%
BFA
1310
Beacon Financial Advisory
Ohio
$3.89M +$208K +466 +5%
DWP
1311
Daymark Wealth Partners
Ohio
$3.89M +$869K +1,942 +27%
VF
1312
Vawter Financial
Ohio
$3.87M -$54.6K -122 -1%
EFG
1313
Ethos Financial Group
Pennsylvania
$3.84M +$346K +774 +10%
MPCG
1314
Matrix Private Capital Group
New York
$3.84M +$168K +376 +4%
VAM
1315
Verity Asset Management
North Carolina
$3.84M +$514K +1,149 +15%
CCC
1316
Chelsea Counsel Company
California
$3.84M – – –
NCM
1317
Nelson Capital Management
California
$3.83M -$251K -562 -6%
MCM
1318
Mitchell Capital Management
Kansas
$3.82M +$25K +56 +0.6%
BWA
1319
BlueSky Wealth Advisors
North Carolina
$3.82M +$60.4K +135 +2%
PAM
1320
Peak Asset Management
Colorado
$3.8M -$81.4K -182 -2%
SAM
1321
S.A. Mason
Michigan
$3.8M -$1.15M -2,569 -23%
SAM
1322
Strategy Asset Managers
California
$3.8M +$35.8K +80 +0.9%
RMAM
1323
Raab & Moskowitz Asset Management
New Jersey
$3.78M -$44.7K -100 -1%
EAMA
1324
EFG Asset Management (Americas)
Florida
$3.76M +$1.23M +2,753 +46%
SSWG
1325
Seven Springs Wealth Group
Tennessee
$3.76M -$81.9K -183 -2%
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