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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
1426
Capital Group Private Client Services
California
$5.02M +$1.7M +3,233 +54%
PTP
1427
Platform Technology Partners
New York
$5.02M +$4.82M +9,165 New
BFW
1428
Brady Family Wealth
Missouri
$5.01M +$28.9K +55 +0.6%
AWAU
1429
Alliance Wealth Advisors (Utah)
Utah
$4.99M +$291K +553 +6%
SPW
1430
Sonoma Private Wealth
California
$4.99M -$64.2K -122 -1%
SP
1431
Successful Portfolios
Florida
$4.98M +$368K +699 +8%
PWP
1432
Private Wealth Partners
California
$4.95M -$297K -565 -6%
DWM
1433
Defined Wealth Management
Oregon
$4.94M -$11K -21 -0.2%
TH
1434
TCTC Holdings
Texas
$4.94M -$3.68K -7 -0.1%
SL
1435
SFM LLC
New Hampshire
$4.92M -$40.5K -77 -0.8%
VF
1436
Vawter Financial
Ohio
$4.89M +$192K +365 +4%
ECA
1437
Elevated Capital Advisors
Utah
$4.88M +$2.75M +5,235 +142%
FC
1438
Financial Council
Maryland
$4.88M -$235K -447 -5%
NC
1439
NovaPoint Capital
Georgia
$4.87M +$798K +1,517 +21%
FG
1440
Fiduciary Group
Georgia
$4.86M -$7.89K -15 -0.2%
PWPS
1441
Pinnacle Wealth Planning Services
Ohio
$4.84M -$67.8K -129 -1%
KL
1442
KWMG LLC
Kansas
$4.84M +$657K +1,250 +16%
WBC
1443
West Branch Capital
Massachusetts
$4.83M -$46.8K -89 -1%
JCM
1444
Jacobi Capital Management
Pennsylvania
$4.83M +$3.36M +6,390 +262%
RWA
1445
Redhawk Wealth Advisors
Minnesota
$4.79M -$1.55M -2,950 -25%
BAM
1446
BOS Asset Management
Illinois
$4.79M -$406K -772 -8%
MSAGDF
1447
Moneda SA Administradora General de Fondos
Chile
$4.76M – – –
MCI
1448
MRP Capital Investments
Georgia
$4.75M +$161K +306 +4%
ACG
1449
Allen Capital Group
Nebraska
$4.73M +$52.1K +99 +1%
CWA
1450
CM Wealth Advisors
Ohio
$4.72M -$171K -325 -4%
56 57
58
59 60