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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SJGA
1476
Stephen J. Garry & Associates
New York
$4.37M +$138K +276 +3%
CIA
1477
Compass Ion Advisors
Pennsylvania
$4.36M -$26K -52 -0.6%
PJSIMP
1478
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.35M -$58K -116 -1%
LAS
1479
Legacy Advisory Services
Pennsylvania
$4.34M +$7K +14 +0.2%
SCM
1480
Shorepath Capital Management
Utah
$4.34M -$46K -92 -1%
AFS
1481
Access Financial Services
Minnesota
$4.33M -$83.1K -166 -2%
SFG
1482
SNS Financial Group
Minnesota
$4.32M +$95.6K +191 +2%
NHC
1483
Nicholas Hoffman & Company
Georgia
$4.32M +$152K +303 +4%
EIP
1484
Ellis Investment Partners
Pennsylvania
$4.31M +$288K +575 +8%
APC
1485
Asset Planning Corporation
Tennessee
$4.3M +$3.5K +7 +0.1%
DWP
1486
Daymark Wealth Partners
Ohio
$4.29M -$214K -428 -5%
ACM
1487
Absolute Capital Management
Pennsylvania
$4.26M -$1.2M -2,393 -23%
SFO
1488
Stokes Family Office
Louisiana
$4.25M -$1.06M -2,120 -21%
PB
1489
Pinnacle Bancorp
Nebraska
$4.23M +$142K +284 +4%
LWL
1490
Leo Wealth LLC
Texas
$4.23M +$123K +245 +3%
PSA
1491
Plum Street Advisors
Louisiana
$4.2M +$69.5K +139 +2%
D
1492
Dentgroup
Louisiana
$4.2M -$884K -1,767 -18%
SJIM
1493
St. Johns Investment Management
Florida
$4.2M -$23.5K -47 -0.6%
TWP
1494
Tyche Wealth Partners
Texas
$4.14M +$2.2M +4,401 +127%
SG
1495
Strid Group
Pennsylvania
$4.12M +$3.92M +7,841 New
SIA
1496
Stegner Investment Associates
Kentucky
$4.12M -$64.5K -129 -2%
BWA
1497
BlueSky Wealth Advisors
North Carolina
$4.11M -$99.6K -199 -2%
PFBT
1498
Parkside Financial Bank & Trust
Missouri
$4.11M +$155K +309 +4%
BHPW
1499
Beverly Hills Private Wealth
California
$4.1M -$809K -1,616 -17%
SFG
1500
Summit Financial Group
West Virginia
$4.09M -$166K -332 -4%
58 59
60
61 62