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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1701
Burke & Herbert Bank & Trust
Virginia
$1.47M +$22K +57 +2%
JWM
1702
JFG Wealth Management
Colorado
$1.47M – – –
VLC
1703
Van Leeuwen & Company
New Jersey
$1.46M +$56.3K +146 +4%
B
1704
Bridgeworth
Alabama
$1.46M -$227K -589 -13%
F
1705
F3Logic
Minnesota
$1.46M -$179K -464 -11%
GBS
1706
Gallagher Benefit Services
Illinois
$1.46M +$1.46M +3,796 New
WRPWM
1707
Werba Rubin Papier Wealth Management
California
$1.46M +$1.46M +3,791 New
W
1708
Wealthquest
Ohio
$1.46M -$30.1K -78 -2%
PCMF
1709
Private Capital Management (Florida)
Florida
$1.45M -$22.4K -58 -2%
MAM
1710
MMA Asset Management
Pennsylvania
$1.45M -$18.9K -49 -1%
DP
1711
Denver PWM
Colorado
$1.45M -$39K -101 -3%
CBB
1712
Citizens Business Bank
California
$1.44M – – –
MPI
1713
Mairs & Power Inc
Minnesota
$1.44M – – –
SSWM
1714
Smith Salley Wealth Management
North Carolina
$1.44M +$410K +1,063 +40%
TCOT
1715
Trust Company of Toledo
Ohio
$1.44M – – –
LWCFA
1716
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.43M -$38.6K -100 -3%
IFWM
1717
Institute for Wealth Management
Colorado
$1.43M -$38.6K -100 -3%
MSWM
1718
McGlone Suttner Wealth Management
Wisconsin
$1.43M +$1.43M +3,717 New
WEPOG
1719
Wealth Enhancement & Preservation of GA
Georgia
$1.43M +$270K +700 +23%
BHPW
1720
Beverly Hills Private Wealth
California
$1.42M +$1.43M +3,702 New
PWW
1721
Pettyjohn Wood & White
Virginia
$1.42M +$113K +292 +9%
SWA
1722
Sightline Wealth Advisors
Connecticut
$1.4M -$185K -480 -12%
MA
1723
MKT Advisors
California
$1.4M +$11.2K +29 +0.8%
GFL
1724
Granite FO LLC
New Hampshire
$1.4M +$1.32M +3,413 New
FAM
1725
Formidable Asset Management
Ohio
$1.4M – – –
67 68
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70 71