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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1326
Canvas Wealth Advisors
Kansas
$3.5M +$300K +651 +10%
AUB
1327
Atlantic Union Bankshares
Virginia
$3.49M +$21.2K +46 +0.6%
NC
1328
NovaPoint Capital
Georgia
$3.49M -$1.13M -2,456 -25%
NWM
1329
Northwest Wealth Management
Iowa
$3.49M -$95.4K -207 -3%
AI
1330
Axiom Investors
Connecticut
$3.48M -$1.34M -2,900 -28%
RW
1331
Rede Wealth
Virginia
$3.48M -$20.7K -45 -0.6%
APW
1332
Atlantic Private Wealth
North Carolina
$3.47M +$3.36M +7,281 New
TIM
1333
Total Investment Management
Arizona
$3.46M +$58.5K +127 +2%
RC
1334
RegentAtlantic Capital
New Jersey
$3.45M -$73.7K -160 -2%
FUBT
1335
First United Bank & Trust
Maryland
$3.45M -$19.4K -42 -0.6%
AP
1336
Advisor Partners
California
$3.44M +$8.76K +19 +0.3%
JEST
1337
JTC Employer Solutions Trustee
Jersey
$3.44M – – –
AC
1338
Abbrea Capital
California
$3.44M +$41K +89 +1%
EWA
1339
Encompass Wealth Advisors
Oregon
$3.43M -$75.1K -163 -2%
OFS
1340
Oldfather Financial Services
Nebraska
$3.42M -$10.1K -22 -0.3%
MWM
1341
Mattern Wealth Management
Kansas
$3.42M -$63.1K -137 -2%
WCG
1342
Weaver Consulting Group
California
$3.41M -$11.5K -25 -0.3%
LFA
1343
Legacy Financial Advisors
Kentucky
$3.4M +$203K +441 +7%
GJIC
1344
Gamble Jones Investment Counsel
California
$3.39M -$24.9K -54 -0.8%
TCM
1345
Traynor Capital Management
Pennsylvania
$3.39M +$494K +1,072 +18%
TH
1346
TCTC Holdings
Texas
$3.39M +$1.23M +2,663 +60%
OWA
1347
One Wealth Advisors
California
$3.38M +$974K +2,113 +42%
WFA
1348
WestHill Financial Advisors
California
$3.38M +$37.3K +81 +1%
TWP
1349
Tempus Wealth Planning
California
$3.37M – – –
OR
1350
Olympiad Research
Connecticut
$3.37M +$704K +1,528 +28%
52 53
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