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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1501
Stockman Wealth Management
Montana
$1.75M +$303K +759 +18%
ECA
1502
Elevated Capital Advisors
Utah
$1.75M +$1.94M +4,869 New
SSW
1503
Stone Summit Wealth
Florida
$1.74M +$42.3K +106 +2%
RPWA
1504
Regent Peak Wealth Advisors
Georgia
$1.74M +$149K +372 +8%
WPA
1505
West Paces Advisors
Georgia
$1.73M -$13.2K -33 -0.7%
HHRDM
1506
H&H Retirement Design & Management
Nevada
$1.73M +$171K +428 +10%
GIA
1507
GHP Investment Advisors
Colorado
$1.72M +$30.3K +76 +2%
PRA
1508
Pine Ridge Advisers
New York
$1.72M – – –
CFB
1509
Cullen/Frost Bankers
Texas
$1.72M -$22K -55 -1%
BCMLT
1510
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.72M -$41.5K -104 -2%
AF
1511
Alerus Financial
North Dakota
$1.72M +$11.2K +28 +0.6%
MFG
1512
Magnus Financial Group
New York
$1.7M -$92.6K -232 -5%
CIA
1513
Compass Ion Advisors
Pennsylvania
$1.69M +$9.58K +24 +0.5%
OCG
1514
Opus Capital Group
Ohio
$1.69M -$2.79K -7 -0.1%
KIG
1515
Kowal Investment Group
Wisconsin
$1.69M -$62.7K -157 -3%
CT
1516
Columbia Trust
Oregon
$1.68M -$250K -625 -12%
APC
1517
Aspire Private Capital
North Carolina
$1.68M -$171K -429 -8%
SA
1518
SRH Advisors
Kansas
$1.68M -$373K -935 -17%
AW
1519
ACG Wealth
Georgia
$1.68M +$3.99K +10 +0.2%
PTP
1520
Platform Technology Partners
New York
$1.67M -$829K -2,075 -31%
SRC
1521
Sage Rhino Capital
California
$1.67M – – –
TWM
1522
Tolleson Wealth Management
Texas
$1.67M – – –
GP
1523
Girard Partners
Pennsylvania
$1.67M +$799 +2 +0%
REMPR
1524
Roof Eidam Maycock Peralta (REMP)
California
$1.67M +$352K +881 +23%
WAM
1525
Weatherly Asset Management
California
$1.66M -$569K -1,425 -24%
59 60
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62 63