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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWCA
1701
Two West Capital Advisors
Kansas
$5.53M +$1.15M +1,688 +28%
SFPG
1702
Stonebridge Financial Planning Group
Florida
$5.53M -$329K -482 -5%
AWM
1703
Arista Wealth Management
Nevada
$5.52M +$43K +63 +0.8%
SJIM
1704
St. Johns Investment Management
Florida
$5.5M -$164K -240 -3%
RAM
1705
Reflection Asset Management
South Carolina
$5.49M +$604K +884 +13%
MAG
1706
M3 Advisory Group
Massachusetts
$5.49M +$17.8K +26 +0.3%
CWM
1707
Curtis Wealth Management
Nevada
$5.49M +$1.45M +2,125 +34%
CCW
1708
Coastline Complete Wealth
South Carolina
$5.48M +$19.8K +29 +0.3%
PAM
1709
Peak Asset Management
Colorado
$5.48M -$25.9K -38 -0.5%
FCU
1710
Financial Concepts Unlimited
Maine
$5.47M +$5.72M +8,380 New
AT
1711
American Trust
Kentucky
$5.45M -$335K -491 -6%
AO
1712
Advisor OS
Illinois
$5.44M +$2.89M +4,235 +103%
BIG
1713
Brookwood Investment Group
Arizona
$5.43M -$77.8K -114 -1%
1IA
1714
1834 Investment Advisors
Wisconsin
$5.4M -$242K -355 -4%
ZIM
1715
Zacks Investment Management
Illinois
$5.36M +$1.29M +1,885 +30%
AFP
1716
ATX Financial Planning
Texas
$5.36M -$651K -953 -10%
SFC
1717
Sprinkle Financial Consultants
Colorado
$5.33M +$124K +181 +2%
WCM
1718
Winthrop Capital Management
Indiana
$5.33M -$2.16M -3,164 -28%
FC
1719
Financial Council
Maryland
$5.32M -$25.9K -38 -0.5%
MWA
1720
Medallion Wealth Advisors
Connecticut
$5.32M +$331K +485 +6%
JAG
1721
Journey Advisory Group
Kentucky
$5.32M -$1.58M -2,321 -22%
SSWG
1722
Seven Springs Wealth Group
Tennessee
$5.31M -$6.83K -10 -0.1%
PP
1723
Patten & Patten
Tennessee
$5.31M -$11.6K -17 -0.2%
NS
1724
Northland Securities
Minnesota
$5.28M +$71K +104 +1%
CAM
1725
Carret Asset Management
New York
$5.27M +$276K +404 +5%
67 68
69
70 71