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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
1501
Transcendent Capital Group
Oklahoma
$4.76M -$1.43M -2,572 -24%
LAS
1502
Legacy Advisory Services
Pennsylvania
$4.76M +$1.67K +3 +0%
MCM
1503
Mitchell Capital Management
Kansas
$4.76M -$120K -216 -3%
SCM
1504
Shorepath Capital Management
Utah
$4.75M -$7.23K -13 -0.2%
HKIMG
1505
Hutchens & Kramer Investment Management Group
Indiana
$4.75M +$1.16M +2,087 +33%
BMC
1506
Bear Mountain Capital
Washington
$4.74M – – –
BBPWM
1507
Blue Bell Private Wealth Management
Pennsylvania
$4.73M -$195K -351 -4%
4WM
1508
49 Wealth Management
Texas
$4.73M -$51.7K -93 -1%
MCC
1509
Maiden Cove Capital
Maine
$4.73M -$320K -575 -7%
MCM
1510
Manchester Capital Management
Vermont
$4.73M -$6.23M -11,213 -58%
SFM
1511
Signet Financial Management
New Jersey
$4.72M -$30K -54 -0.7%
SJGA
1512
Stephen J. Garry & Associates
New York
$4.71M -$76.7K -138 -2%
MWPCG
1513
Measured Wealth Private Client Group
New Hampshire
$4.71M -$90.1K -162 -2%
RMAM
1514
Raab & Moskowitz Asset Management
New Jersey
$4.71M -$26.7K -48 -0.6%
AFS
1515
Access Financial Services
Minnesota
$4.7M – – –
FWP
1516
FAS Wealth Partners
Kansas
$4.69M +$1.36M +2,450 +43%
LWL
1517
Leo Wealth LLC
Texas
$4.69M -$250K -450 -5%
LA
1518
Lifeworks Advisors
Michigan
$4.67M +$3.29M +5,920 +273%
FPTW
1519
Franklin, Parlapiano, Turner & Welch
Texas
$4.66M – – –
WI
1520
Wintrust Investments
Illinois
$4.65M -$40.2M -72,272 -90%
PJSIMP
1521
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.65M -$49.5K -89 -1%
BFO
1522
Boston Family Office
Massachusetts
$4.63M -$2.78K -5 -0.1%
APC
1523
Asset Planning Corporation
Tennessee
$4.63M +$47.8K +86 +1%
WWM
1524
WJ Wealth Management
Arizona
$4.62M +$183K +330 +4%
SFO
1525
Stokes Family Office
Louisiana
$4.61M -$86.7K -156 -2%
59 60
61
62 63