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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1351
Compagnie Lombard Odier SCmA
Switzerland
$3.03M +$38.2K +99 +1%
RA
1352
Riversedge Advisors
Delaware
$3.03M +$2.26M +5,862 +289%
WAG
1353
Wallace Advisory Group
California
$3.02M +$3.04M +7,870 New
SIA
1354
Stegner Investment Associates
Kentucky
$3.01M -$62.5K -162 -2%
MCI
1355
MRP Capital Investments
Georgia
$3.01M +$3.02M +7,829 New
MWM
1356
Madison Wealth Management
Ohio
$3M – – –
BBPWM
1357
Blue Bell Private Wealth Management
Pennsylvania
$2.99M -$649K -1,683 -18%
VWM
1358
Valley Wealth Managers
New Jersey
$2.99M +$123K +319 +4%
AWG
1359
Altus Wealth Group
Colorado
$2.98M +$2.99M +7,744 New
DI
1360
Disciplined Investments
Oklahoma
$2.97M -$29.7K -77 -1%
BWM
1361
BerganKDV Wealth Management
Minnesota
$2.97M +$95.3K +247 +3%
JGIA
1362
Jackson Grant Investment Advisers
Connecticut
$2.96M -$5.79K -15 -0.2%
CWM
1363
Connecticut Wealth Management
Connecticut
$2.96M -$620K -1,606 -17%
HBWM
1364
Hollow Brook Wealth Management
New York
$2.96M -$89.9K -233 -3%
JEST
1365
JTC Employer Solutions Trustee
Jersey
$2.95M – – –
M
1366
MOTCO
Texas
$2.95M -$170K -441 -5%
NHC
1367
Nicholas Hoffman & Company
Georgia
$2.94M +$440K +1,141 +18%
BFA
1368
Beacon Financial Advisory
Ohio
$2.93M +$183K +474 +7%
BCM
1369
Birmingham Capital Management
Alabama
$2.93M – – –
HB
1370
Horizon Bancorp
Indiana
$2.92M +$2.93M +7,600 New
WWP
1371
WR Wealth Planners
Missouri
$2.92M +$44.8K +116 +2%
JAG
1372
Journey Advisory Group
Kentucky
$2.92M -$1.69M -4,379 -37%
EL
1373
Essex LLC
Illinois
$2.91M +$3.47K +9 +0.1%
MCM
1374
Maple Capital Management
Vermont
$2.91M -$4.15M -10,756 -59%
SPW
1375
Sonoma Private Wealth
California
$2.91M +$2.92M +7,573 New
53 54
55
56 57