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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
1601
JTC Employer Solutions Trustee
Jersey
$4.05M -$29.1M -52,368 -88%
CPIA
1602
Cornell Pochily Investment Advisors
New York
$4.03M +$65.6K +118 +2%
MFG
1603
MidWestOne Financial Group
Iowa
$4.03M +$21.7K +39 +0.6%
OPWM
1604
Oakwell Private Wealth Management
Texas
$4.03M – – –
CW
1605
CIC Wealth
Maryland
$4.01M +$8.9K +16 +0.2%
GSEP
1606
Golden State Equity Partners
California
$4.01M +$721K +1,296 +23%
BHPW
1607
Beverly Hills Private Wealth
California
$4.01M -$263K -473 -6%
HP
1608
Holistic Planning
Texas
$4.01M +$641K +1,152 +20%
CBT
1609
CoreFirst Bank & Trust
Kansas
$4M +$5.56K +10 +0.1%
SJIM
1610
St. Johns Investment Management
Florida
$3.99M -$498K -895 -11%
TF
1611
Tudor Financial
Ohio
$3.99M +$3.84M +6,911 New
TCM
1612
Traynor Capital Management
Pennsylvania
$3.97M -$155K -279 -4%
NCG
1613
Newport Capital Group
New Jersey
$3.97M +$536K +964 +16%
HWM
1614
Hohimer Wealth Management
Washington
$3.96M +$530K +954 +16%
CAM
1615
Carret Asset Management
New York
$3.96M +$110K +197 +3%
SG
1616
Strid Group
Pennsylvania
$3.95M – – –
AB
1617
Atlas Brown
Kentucky
$3.95M +$382K +687 +11%
CL
1618
CIM LLC
New York
$3.93M -$4.45K -8 -0.1%
PPWP
1619
Premier Path Wealth Partners
New Jersey
$3.93M -$170K -306 -4%
CHA
1620
Carmichael Hill & Associates
Maryland
$3.92M +$677K +1,218 +22%
IA
1621
Insight Advisors
Pennsylvania
$3.89M +$2.22K +4 +0.1%
RWPA
1622
Richard W. Paul & Associates
Michigan
$3.89M +$4.45K +8 +0.1%
ZIM
1623
Zacks Investment Management
Illinois
$3.87M +$1.13M +2,029 +43%
FWI
1624
Facet Wealth Inc
Maryland
$3.87M +$300K +540 +9%
MIM
1625
Macroview Investment Management
Maryland
$3.85M +$105K +189 +3%
63 64
65
66 67