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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1551
Cypress Capital
Tennessee
$2.06M +$61.7K +160 +3%
APW
1552
Atlantic Private Wealth
North Carolina
$2.06M +$78.7K +204 +4%
RMC
1553
Resources Management Corp
Connecticut
$2.06M -$48.6K -126 -2%
LWM
1554
Lyell Wealth Management
California
$2.05M -$7.72K -20 -0.4%
VST
1555
Van Strum & Towne
California
$2.05M +$3.47K +9 +0.2%
WFAG
1556
Worth Financial Advisory Group
North Carolina
$2.04M +$2.05M +5,322 New
AWAU
1557
Alliance Wealth Advisors (Utah)
Utah
$2.04M +$2.05M +5,314 New
CPWA
1558
Cerro Pacific Wealth Advisors
California
$2.04M +$348K +901 +20%
AB
1559
Atlas Brown
Kentucky
$2.03M -$34.7K -90 -2%
CCM
1560
Chilton Capital Management
Texas
$2.03M +$37.8K +98 +2%
CWM
1561
Centric Wealth Management
Illinois
$2.02M -$154K -398 -7%
RRC
1562
Relaxing Retirement Coach
Massachusetts
$2.02M +$77.2K +200 +4%
ECA
1563
Elevated Capital Advisors
Utah
$2.02M +$151K +390 +8%
AWA
1564
Aaron Wealth Advisors
Illinois
$2.01M +$15.1K +39 +0.7%
CPC
1565
Congress Park Capital
New York
$2.01M +$785K +2,034 +64%
SSW
1566
Stone Summit Wealth
Florida
$2.01M +$141K +365 +8%
CCA
1567
Column Capital Advisors
Indiana
$2M -$25.5K -66 -1%
OPWM
1568
Oxinas Partners Wealth Management
Indiana
$2M -$1.34M -3,463 -40%
APWM
1569
Atlas Private Wealth Management
New York
$2M -$57.1K -148 -3%
WE
1570
Wealth Effects
Massachusetts
$1.99M +$2M +5,186 New
COI
1571
Connable Office Inc
Michigan
$1.99M +$50.6K +131 +3%
CSPIA
1572
Cary Street Partners Investment Advisory
Virginia
$1.99M -$336K -871 -14%
RWMG
1573
Redwood Wealth Management Group
New Jersey
$1.98M +$1.99M +5,166 New
HWM
1574
Hohimer Wealth Management
Washington
$1.98M -$414K -1,073 -17%
BPC
1575
Banque Pictet & Cie
Switzerland
$1.97M -$1.56M -4,033 -44%
61 62
63
64 65