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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1376
Essential Planning
New Hampshire
$5.65M -$154K -292 -3%
SIS
1377
Sound Income Strategies
Florida
$5.64M +$61.5K +117 +1%
TSW
1378
Three Seasons Wealth
Utah
$5.62M -$14.7K -28 -0.3%
GWP
1379
Gen-Wealth Partners
Michigan
$5.62M -$654K -1,244 -11%
SIC
1380
Salem Investment Counselors
North Carolina
$5.61M -$18.9K -36 -0.4%
HB
1381
HTLF Bank
Colorado
$5.6M -$96.8K -184 -2%
SC
1382
Soundwatch Capital
Connecticut
$5.59M -$220M -418,150 -98%
PP
1383
PFS Partners
New Jersey
$5.58M -$114K -217 -2%
LI
1384
LVZ Inc
Michigan
$5.54M -$263K -501 -5%
SI
1385
Stephens Inc
Arkansas
$5.53M +$526 +1 +0%
CT
1386
Clearstead Trust
Maine
$5.52M -$50.5K -96 -0.9%
SC
1387
Sykon Capital
New York
$5.52M -$4.87M -9,266 -48%
GA
1388
GSG Advisors
New Jersey
$5.51M -$309K -587 -6%
CC
1389
Callan Capital
California
$5.51M +$330K +627 +7%
QCIG
1390
Quad-Cities Investment Group
Iowa
$5.51M -$67.3K -128 -1%
BI
1391
Berkeley Inc
Idaho
$5.49M -$328K -624 -6%
BAMG
1392
Brand Asset Management Group
Missouri
$5.47M -$119K -226 -2%
JJBC
1393
James J. Burns & Company
New York
$5.47M +$4.72M +8,967 +874%
OAS
1394
Optivise Advisory Services
Tennessee
$5.42M +$5.21M +9,902 New
WCM
1395
Windham Capital Management
Massachusetts
$5.42M – – –
CAS
1396
Coppell Advisory Solutions
Texas
$5.41M +$5.2M +9,891 New
FNBOO
1397
First National Bank of Omaha
Nebraska
$5.4M -$36.3K -69 -0.7%
CLOS
1398
Compagnie Lombard Odier SCmA
Switzerland
$5.39M +$736K +1,399 +17%
GIS
1399
Grayhawk Investment Strategies
Alberta, Canada
$5.39M -$61K -116 -1%
VT
1400
Vise Technologies
New York
$5.39M +$3.36M +6,386 +184%
54 55
56
57 58