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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1676
Stockman Wealth Management
Montana
$6.17M -$61.8K -91 -1%
T
1677
TrueFG
Texas
$6.15M -$27.8K -41 -0.5%
SFPG
1678
Stonebridge Financial Planning Group
Florida
$6.13M -$179K -264 -3%
B
1679
Bayban
Minnesota
$6.11M +$6.06M +8,927 New
TIAM2
1680
Tru Independence Asset Management 2
Oregon
$6.11M +$1.14M +1,675 +23%
AF
1681
Affiance Financial
Minnesota
$6.1M -$117K -172 -2%
KCP
1682
Kera Capital Partners
California
$6.09M -$259K -382 -4%
OP
1683
ORG Partners
Indiana
$6.08M +$547K +806 +10%
VA
1684
Vident Advisory
Georgia
$6.08M -$327K -482 -5%
DWM
1685
Defined Wealth Management
Oregon
$6.07M – – –
AT
1686
American Trust
Kentucky
$6.05M -$1.19M -1,747 -17%
JPWM
1687
Jamison Private Wealth Management
Georgia
$6.05M +$284K +418 +5%
GGS
1688
Galvin Gaustad & Stein
Arizona
$6.04M +$1.16M +1,705 +24%
DWM
1689
Dogwood Wealth Management
Kansas
$6.01M – – –
TWP
1690
Tempus Wealth Planning
California
$5.99M -$101K -149 -2%
VAM
1691
Verity Asset Management
North Carolina
$5.99M -$5.54M -8,164 -48%
WAOI
1692
Wealth Advisors of Iowa
Iowa
$5.97M -$4.07K -6 -0.1%
QPWM
1693
Quadrant Private Wealth Management
Pennsylvania
$5.97M +$101K +149 +2%
NB
1694
NBT Bank
New York
$5.96M +$574K +845 +17%
KCM
1695
Kennicott Capital Management
California
$5.95M +$21.7K +32 +0.4%
PG
1696
Prostatis Group
Maryland
$5.95M -$1.16M -1,708 -16%
FCM
1697
Fortis Capital Management
Washington
$5.95M +$2.59M +3,816 +78%
JRPCML
1698
J. R. Prunier Capital Management LLC
Massachusetts
$5.94M +$5.89M +8,669 New
SJIM
1699
St. Johns Investment Management
Florida
$5.94M -$427K -629 -7%
FP
1700
Fiduciary Planning
Florida
$5.93M +$72K +106 +1%
66 67
68
69 70