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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
1601
Zacks Investment Management
Illinois
$1.44M +$247K +601 +19%
AWM
1602
Altium Wealth Management
New York
$1.43M +$160K +388 +11%
REMPR
1603
Roof Eidam Maycock Peralta (REMP)
California
$1.43M +$340K +826 +28%
JCM
1604
J2 Capital Management
Michigan
$1.42M +$24.7K +60 +2%
CBB
1605
Citizens Business Bank
California
$1.42M +$913K +2,220 +145%
SWA
1606
Sightline Wealth Advisors
Connecticut
$1.42M -$520K -1,265 -25%
UIA
1607
UBP Investment Advisors
Switzerland
$1.42M -$18.2M -44,176 -92%
TCOT
1608
Trust Company of Toledo
Ohio
$1.42M +$65.8K +160 +4%
MG
1609
McCutchen Group
Washington
$1.42M +$4.94K +12 +0.3%
LFG
1610
Larson Financial Group
Missouri
$1.41M -$167K -405 -10%
BA
1611
Ballast Advisors
Minnesota
$1.41M – – –
SAM
1612
Strategy Asset Managers
California
$1.41M -$1.32M -3,219 -46%
SFI
1613
SPC Financial Inc
Maryland
$1.41M +$791K +1,922 +107%
F
1614
F3Logic
Minnesota
$1.4M -$382K -928 -20%
MPI
1615
Mairs & Power Inc
Minnesota
$1.4M -$148K -361 -9%
BFP
1616
Briaud Financial Planning
Texas
$1.4M -$50.2K -122 -3%
SNB
1617
Security National Bank
Nebraska
$1.4M +$231K +561 +18%
RRA
1618
Round Rock Advisors
Connecticut
$1.4M -$200K -487 -12%
KFI
1619
Key Financial Inc
Pennsylvania
$1.4M -$26.7K -65 -2%
JWM
1620
JGP Wealth Management
Oregon
$1.4M – – –
BHBT
1621
Burke & Herbert Bank & Trust
Virginia
$1.4M +$67K +163 +5%
MA
1622
MKT Advisors
California
$1.39M +$1.23K +3 +0.1%
BMWM
1623
Brown Miller Wealth Management
Virginia
$1.39M +$18.5K +45 +1%
WCWM
1624
Willow Creek Wealth Management
California
$1.38M +$411 +1 +0%
VLC
1625
Van Leeuwen & Company
New Jersey
$1.38M -$7.4K -18 -0.5%
63 64
65
66 67