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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1701
Medallion Wealth Advisors
Connecticut
$4.89M +$241K +374 +5%
BPC
1702
Bearing Point Capital
Minnesota
$4.89M -$285K -442 -6%
IA
1703
Insight Advisors
Pennsylvania
$4.88M -$15.5K -24 -0.3%
MIM
1704
Macroview Investment Management
Maryland
$4.88M +$118K +183 +3%
PAG
1705
Paladin Advisory Group
Iowa
$4.85M – – –
TIAM2
1706
Tru Independence Asset Management 2
Oregon
$4.85M -$652K -1,013 -12%
WPA
1707
West Paces Advisors
Georgia
$4.85M -$43.8K -68 -0.9%
GLF
1708
Groupe la Francaise
France
$4.85M +$5.5M +8,535 New
MWP
1709
Meridian Wealth Partners
Pennsylvania
$4.85M -$477K -741 -9%
TCM
1710
Tufton Capital Management
Maryland
$4.84M -$86.3K -134 -2%
HPC
1711
HM Payson & Co
Maine
$4.82M +$107K +166 +2%
BW
1712
Blalock Williams
Alabama
$4.82M -$171K -265 -4%
MAM
1713
Madison Asset Management
Wisconsin
$4.81M -$32.2K -50 -0.7%
AT
1714
Arlington Trust
Alabama
$4.8M – – –
NAMNJ
1715
NorthStar Asset Management (New Jersey)
New Jersey
$4.8M +$34.8K +54 +0.8%
CPIA
1716
Cornell Pochily Investment Advisors
New York
$4.8M +$85K +132 +2%
HIP
1717
HUB Investment Partners
Texas
$4.8M -$202K -314 -4%
ZIM
1718
Zacks Investment Management
Illinois
$4.77M +$327K +508 +8%
PW
1719
Potentia Wealth
California
$4.76M +$242K +375 +6%
GGS
1720
Galvin Gaustad & Stein
Arizona
$4.76M -$112K -174 -2%
TCWA
1721
Turtle Creek Wealth Advisors
Texas
$4.76M +$428K +664 +10%
LAM
1722
LOM Asset Management
$4.74M -$29K -45 -0.6%
NEPWA
1723
New England Private Wealth Advisors
Massachusetts
$4.73M +$6.44K +10 +0.1%
OFG
1724
Opulen Financial Group
Virginia
$4.72M -$31.6K -49 -0.7%
WCG
1725
Weaver Consulting Group
California
$4.72M -$267K -414 -6%
67 68
69
70 71