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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
1401
Bremer Bank National Association
Minnesota
$4.36M +$777K +1,735 +23%
MWPCG
1402
Measured Wealth Private Client Group
New Hampshire
$4.35M -$11.6K -26 -0.3%
TH
1403
TCTC Holdings
Texas
$4.33M +$225K +503 +6%
DWM
1404
Defined Wealth Management
Oregon
$4.33M -$3.58K -8 -0.1%
PWA
1405
Pillar Wealth Advisors
Pennsylvania
$4.32M +$1.5M +3,343 +59%
WF
1406
Welch & Forbes
Massachusetts
$4.3M -$43.9K -98 -1%
WBC
1407
West Branch Capital
Massachusetts
$4.29M +$253K +566 +7%
CGPCS
1408
Capital Group Private Client Services
California
$4.28M +$1.54M +3,444 +62%
4WM
1409
49 Wealth Management
Texas
$4.28M +$4.01M +8,954 New
KFGK
1410
Keystone Financial Group (Kentucky)
Kentucky
$4.28M -$66.7K -149 -2%
MCM
1411
Mitchell Capital Management
Kansas
$4.27M +$19.7K +44 +0.5%
BBPWM
1412
Blue Bell Private Wealth Management
Pennsylvania
$4.26M +$939K +2,098 +31%
FG
1413
Fiduciary Group
Georgia
$4.26M -$73.9K -165 -2%
SI
1414
Stephens Inc
Arkansas
$4.24M +$114K +255 +3%
VAM
1415
Verity Asset Management
North Carolina
$4.24M -$33.6K -75 -0.8%
SIC
1416
Shoker Investment Counsel
Ohio
$4.23M -$1.27M -2,840 -24%
BFW
1417
Brady Family Wealth
Missouri
$4.23M +$152K +339 +4%
SAM
1418
S.A. Mason
Michigan
$4.22M -$8.95K -20 -0.2%
PAM
1419
Peak Asset Management
Colorado
$4.2M -$27.8K -62 -0.7%
BPC
1420
Banque Pictet & Cie
Switzerland
$4.2M -$158K -353 -4%
TCG
1421
Transcendent Capital Group
Oklahoma
$4.19M +$3.93M +8,777 New
VF
1422
Vawter Financial
Ohio
$4.19M -$106K -236 -3%
BFA
1423
Beacon Financial Advisory
Ohio
$4.17M -$144K -321 -4%
ACG
1424
Allen Capital Group
Nebraska
$4.17M +$39.8K +89 +1%
CWP
1425
Curated Wealth Partners
California
$4.17M +$1M +2,242 +35%
55 56
57
58 59