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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1476
WealthPlan Investment Management
Nebraska
$6.43M +$659K +1,148 +12%
5W
1477
5T Wealth
California
$6.43M -$2.34M -4,078 -28%
AAP
1478
Arax Advisory Partners
Colorado
$6.42M +$123K +214 +5%
ZIG
1479
Zurich Insurance Group
Switzerland
$6.41M – – –
MSAM
1480
Moloney Securities Asset Management
Missouri
$6.4M -$95.3K -166 -2%
DWM
1481
DKM Wealth Management
California
$6.37M +$358K +623 +6%
SCM
1482
Shorepath Capital Management
Utah
$6.34M +$1.19M +2,079 +26%
AT
1483
American Trust
Kentucky
$6.33M +$5.49M +9,562 +1,492%
CCA
1484
Cadent Capital Advisors
Oklahoma
$6.33M +$67.2K +117 +1%
LI
1485
LVZ Inc
Michigan
$6.33M +$1.95M +3,397 +50%
OAS
1486
Optivise Advisory Services
Tennessee
$6.31M +$256K +445 +5%
PWM
1487
Power Wealth Management
Georgia
$6.3M -$122K -212 -2%
VPW
1488
Variant Private Wealth
Virginia
$6.28M -$101K -176 -2%
TH
1489
TCTC Holdings
Texas
$6.28M +$660K +1,150 +13%
WAG
1490
Windsor Advisory Group
Ohio
$6.28M +$176K +306 +3%
JAG
1491
Journey Advisory Group
Kentucky
$6.24M +$303K +528 +6%
SC
1492
Steph & Co
Wisconsin
$6.24M +$218K +380 +4%
SSW
1493
Stone Summit Wealth
Florida
$6.23M +$1.17M +2,039 +25%
ICP
1494
Interchange Capital Partners
Pennsylvania
$6.22M -$2.39M -4,168 -29%
EAMA
1495
EFG Asset Management (Americas)
Florida
$6.22M +$597K +1,039 +12%
LWL
1496
Leo Wealth LLC
Texas
$6.21M +$2.04M +3,553 +55%
TCG
1497
Transcendent Capital Group
Oklahoma
$6.17M +$15.5K +27 +0.3%
FNBOO
1498
First National Bank of Omaha
Nebraska
$6.17M – – –
1IA
1499
1834 Investment Advisors
Wisconsin
$6.17M -$109K -189 -2%
SHM
1500
Sagard Holdings Management
Ontario, Canada
$6.15M +$5.69M +9,911 New
58 59
60
61 62