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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1601
Accelerate Investment Advisors
California
$4.73M +$175K +297 +4%
FP
1602
Fiduciary Planning
Florida
$4.7M +$290K +491 +6%
BDF
1603
Black Diamond Financial
Maryland
$4.69M – – –
AFA
1604
Antonelli Financial Advisors
Michigan
$4.68M -$4.13K -7 -0.1%
JPWM
1605
Jamison Private Wealth Management
Georgia
$4.64M -$46.6K -79 -0.9%
CCWM
1606
Cassaday & Co Wealth Management
Virginia
$4.63M -$40.7K -69 -0.8%
FSC
1607
Full Sail Capital
Oklahoma
$4.63M +$596K +1,010 +14%
SSWG
1608
Seven Springs Wealth Group
Tennessee
$4.62M -$5.32K -9 -0.1%
OCFG
1609
O'Connor Financial Group
Illinois
$4.61M -$1.65M -2,786 -25%
MWP
1610
Meridian Wealth Partners
Pennsylvania
$4.6M -$322K -545 -6%
RWA
1611
Redhawk Wealth Advisors
Minnesota
$4.59M +$3.54K +6 +0.1%
RA
1612
Ruggaard & Associates
Ohio
$4.58M +$378K +640 +9%
APC
1613
Asset Planning Corporation
Tennessee
$4.58M +$73.8K +125 +2%
SMA
1614
Sage Mountain Advisors
Georgia
$4.58M +$1.48M +2,500 +44%
SCM
1615
Shorepath Capital Management
Utah
$4.57M – – –
NB
1616
NBT Bank
New York
$4.57M +$37.8K +64 +0.8%
MAG
1617
M3 Advisory Group
Massachusetts
$4.57M +$32.5K +55 +0.7%
DIA
1618
Dana Investment Advisors
Wisconsin
$4.56M +$166K +281 +4%
BFWA
1619
Benchmark Financial Wealth Advisors
Florida
$4.56M +$1.76M +2,979 +58%
FPTW
1620
Franklin, Parlapiano, Turner & Welch
Texas
$4.56M -$20.7K -35 -0.4%
CH
1621
Cromwell Holdings
Wyoming
$4.55M +$4.78M +8,100 New
TIAM2
1622
Tru Independence Asset Management 2
Oregon
$4.54M +$2.32M +3,932 +96%
SFO
1623
Stokes Family Office
Louisiana
$4.54M +$591 +1 +0%
UOTTAIMCU
1624
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.53M -$249M -421,693 -98%
BMC
1625
Bear Mountain Capital
Washington
$4.53M – – –
63 64
65
66 67