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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFG
1476
Wall Street Financial Group
Illinois
$4.5M +$4.33M +8,229 New
SFM
1477
Signet Financial Management
New Jersey
$4.5M -$671K -1,276 -13%
NB
1478
NBT Bank
New York
$4.5M -$435K -828 -9%
RMAM
1479
Raab & Moskowitz Asset Management
New Jersey
$4.49M -$63.1K -120 -1%
SFO
1480
Stokes Family Office
Louisiana
$4.46M +$39.4K +75 +0.9%
AFS
1481
Access Financial Services
Minnesota
$4.46M -$47.3K -90 -1%
PJSIMP
1482
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.46M -$69.9K -133 -2%
HIM
1483
Hanlon Investment Management
New Jersey
$4.46M -$628K -1,195 -13%
RWM
1484
Rockwood Wealth Management
Pennsylvania
$4.45M +$800K +1,522 +23%
GB
1485
Goepper Burkhardt
South Carolina
$4.44M +$1.22M +2,325 +40%
FFM
1486
Forum Financial Management
Illinois
$4.43M -$180K -343 -4%
FPTW
1487
Franklin, Parlapiano, Turner & Welch
Texas
$4.43M -$137K -261 -3%
FC
1488
Forte Capital
New York
$4.42M +$446K +848 +12%
TWP
1489
Tyche Wealth Partners
Texas
$4.42M +$101K +193 +2%
MG
1490
Marex Group
$4.42M +$4.04M +7,684 +1,991%
BFO
1491
Boston Family Office
Massachusetts
$4.4M -$1.37M -2,610 -25%
PB
1492
Pinnacle Bancorp
Nebraska
$4.4M -$7.89K -15 -0.2%
ASFA
1493
All Season Financial Advisors
Colorado
$4.39M +$877K +1,668 +26%
MFG
1494
Magnus Financial Group
New York
$4.36M +$422K +803 +11%
CIA
1495
Compass Ion Advisors
Pennsylvania
$4.36M – – –
APC
1496
Asset Planning Corporation
Tennessee
$4.34M -$129K -245 -3%
LCC
1497
Lincoln Capital Corp
Rhode Island
$4.33M +$187K +356 +5%
WEG
1498
World Equity Group
Illinois
$4.32M -$5.44M -10,344 -57%
VF
1499
VitalStone Financial
Texas
$4.28M +$713K +1,356 +21%
SIA
1500
Stegner Investment Associates
Kentucky
$4.28M -$11.6K -22 -0.3%
58 59
60
61 62