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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
1601
Enterprise Bank & Trust
Massachusetts
$1.85M +$160K +414 +9%
EWM
1602
Executive Wealth Management
Michigan
$1.85M +$1.05M +2,720 +130%
SNB
1603
Security National Bank
Nebraska
$1.85M +$152K +393 +9%
CWP
1604
Curated Wealth Partners
California
$1.85M +$994K +2,576 +116%
SWP
1605
Summit Wealth Partners
Florida
$1.84M -$30.5K -79 -2%
GIA
1606
GHP Investment Advisors
Colorado
$1.84M -$3.47K -9 -0.2%
CAS
1607
Coppell Advisory Solutions
Texas
$1.84M +$1.85M +4,788 New
CASC
1608
Coppell Advisory Solutions Corp
Texas
$1.84M +$1.85M +4,788 New
CIA
1609
Compass Ion Advisors
Pennsylvania
$1.83M +$18.9K +49 +1%
AF
1610
Alerus Financial
North Dakota
$1.83M -$10.8K -28 -0.6%
TCM
1611
Traynor Capital Management
Pennsylvania
$1.82M -$460K -1,193 -20%
OCG
1612
Opus Capital Group
Ohio
$1.81M +$2.31K +6 +0.1%
CHA
1613
Carmichael Hill & Associates
Maryland
$1.81M +$1.01M +2,613 +125%
SA
1614
SRH Advisors
Kansas
$1.8M – – –
MFG
1615
Magnus Financial Group
New York
$1.8M -$20.1K -52 -1%
GA
1616
Geller Advisors
New York
$1.8M +$31.6K +82 +2%
TWM
1617
Tolleson Wealth Management
Texas
$1.79M – – –
SRC
1618
Sage Rhino Capital
California
$1.79M – – –
ECM
1619
Evergreen Capital Management
Washington
$1.78M +$1.54K +4 +0.1%
PTP
1620
Platform Technology Partners
New York
$1.78M -$7.72K -20 -0.4%
GJIA
1621
Glass Jacobson Investment Advisors
Maryland
$1.78M +$1.78M +4,623 New
APW
1622
Austin Private Wealth
Texas
$1.76M – – –
TC
1623
Truvestments Capital
Florida
$1.76M -$206K -533 -10%
TCM
1624
Tufton Capital Management
Maryland
$1.74M -$22K -57 -1%
LWANC
1625
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.74M +$50.6K +131 +3%
63 64
65
66 67