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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1601
MONECO Advisors
Connecticut
$1.44M -$11.9K -29 -0.8%
LOPW
1602
Live Oak Private Wealth
North Carolina
$1.44M -$48.5K -118 -3%
ZIM
1603
Zacks Investment Management
Illinois
$1.44M +$247K +601 +19%
AWM
1604
Altium Wealth Management
New York
$1.43M +$160K +388 +11%
REMPR
1605
Roof Eidam Maycock Peralta (REMP)
California
$1.43M +$340K +826 +28%
JCM
1606
J2 Capital Management
Michigan
$1.42M +$24.7K +60 +2%
CBB
1607
Citizens Business Bank
California
$1.42M +$913K +2,220 +145%
SWA
1608
Sightline Wealth Advisors
Connecticut
$1.42M -$520K -1,265 -25%
UIA
1609
UBP Investment Advisors
Switzerland
$1.42M -$18.2M -44,176 -92%
TCOT
1610
Trust Company of Toledo
Ohio
$1.42M +$65.8K +160 +4%
MG
1611
McCutchen Group
Washington
$1.42M +$4.94K +12 +0.3%
LFG
1612
Larson Financial Group
Missouri
$1.41M -$167K -405 -10%
BA
1613
Ballast Advisors
Minnesota
$1.41M – – –
SAM
1614
Strategy Asset Managers
California
$1.41M -$1.32M -3,219 -46%
SFI
1615
SPC Financial Inc
Maryland
$1.41M +$791K +1,922 +107%
F
1616
F3Logic
Minnesota
$1.4M -$382K -928 -20%
MPI
1617
Mairs & Power Inc
Minnesota
$1.4M -$148K -361 -9%
BFP
1618
Briaud Financial Planning
Texas
$1.4M -$50.2K -122 -3%
SNB
1619
Security National Bank
Nebraska
$1.4M +$231K +561 +18%
RRA
1620
Round Rock Advisors
Connecticut
$1.4M -$200K -487 -12%
KFI
1621
Key Financial Inc
Pennsylvania
$1.4M -$26.7K -65 -2%
JWM
1622
JGP Wealth Management
Oregon
$1.4M – – –
BHBT
1623
Burke & Herbert Bank & Trust
Virginia
$1.4M +$67K +163 +5%
MA
1624
MKT Advisors
California
$1.39M +$1.23K +3 +0.1%
BMWM
1625
Brown Miller Wealth Management
Virginia
$1.39M +$18.5K +45 +1%
63 64
65
66 67