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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1401
Waters Parkerson & Co
Louisiana
$5.28M +$5K +10 +0.1%
LIA
1402
Luken Investment Analytics
Tennessee
$5.28M -$890K -1,778 -15%
LWMNY
1403
Landmark Wealth Management (New York)
New York
$5.27M -$98.6K -197 -2%
SAM
1404
Smithbridge Asset Management
Pennsylvania
$5.24M -$98.1K -196 -2%
GIS
1405
Grayhawk Investment Strategies
Alberta, Canada
$5.24M – – –
AFS
1406
Annapolis Financial Services
Maryland
$5.23M -$277K -553 -5%
WCM
1407
Windham Capital Management
Massachusetts
$5.2M – – –
PFM
1408
Patton Fund Management
Texas
$5.18M -$56.1M -112,097 -92%
JSL
1409
JT Stratford LLC
Georgia
$5.17M -$1.14M -2,275 -19%
MWP
1410
Meridian Wealth Partners
Pennsylvania
$5.15M -$8.51K -17 -0.2%
BB
1411
Berkshire Bank
Massachusetts
$5.12M +$215K +429 +5%
EP
1412
Essential Planning
New Hampshire
$5.07M -$4.5K -9 -0.1%
PWP
1413
Private Wealth Partners
California
$5.05M -$125K -250 -3%
EA
1414
Efficient Advisors
Ohio
$5.04M -$634K -1,268 -12%
CCG
1415
Catalina Capital Group
California
$5.04M +$1.49M +2,970 +45%
MCWA
1416
Meadow Creek Wealth Advisors
Georgia
$5.04M -$18K -36 -0.4%
NAM
1417
NorthCrest Asset Manangement
Minnesota
$5.02M +$2.05M +4,096 +75%
SIC
1418
Shoker Investment Counsel
Ohio
$5.01M +$344K +688 +8%
BAM
1419
BOS Asset Management
Illinois
$5M -$5.21M -10,412 -52%
SFM
1420
Signet Financial Management
New Jersey
$5M -$40.5K -81 -0.8%
FNWM
1421
Financial Network Wealth Management
Utah
$4.98M -$7.17M -14,329 -60%
MFA
1422
Morling Financial Advisors
California
$4.97M -$246K -492 -5%
CC
1423
Callan Capital
California
$4.96M +$14K +28 +0.3%
T
1424
TrueFG
Texas
$4.96M -$6.5K -13 -0.1%
MCCP
1425
Mission Creek Capital Partners
California
$4.94M +$3.97M +7,938 +541%
55 56
57
58 59