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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1726
Cooper Financial Group
California
$6.54M -$114K -157 -2%
SPW
1727
Sonoma Private Wealth
California
$6.52M +$9.47K +13 +0.1%
OC
1728
OceanIQ Capital
California
$6.52M +$6.13M +8,416 New
PWPS
1729
Pinnacle Wealth Planning Services
Ohio
$6.51M -$26.2K -36 -0.4%
JAG
1730
Journey Advisory Group
Kentucky
$6.5M +$392K +539 +7%
TCM
1731
Traynor Capital Management
Pennsylvania
$6.49M +$365K +501 +6%
OFG
1732
Opulen Financial Group
Virginia
$6.49M +$13.8K +19 +0.2%
KCM
1733
Kennicott Capital Management
California
$6.47M +$728 +1 +0%
FBFS
1734
First Business Financial Services
Wisconsin
$6.47M +$1.58M +2,165 +33%
ITB
1735
Idaho Trust Bank
Idaho
$6.47M -$1.05M -1,439 -14%
T
1736
TrueFG
Texas
$6.44M -$54.6K -75 -0.9%
DWM
1737
Daner Wealth Management
Georgia
$6.44M -$99K -136 -2%
SG
1738
Strid Group
Pennsylvania
$6.43M -$1.56M -2,140 -20%
BWP
1739
Burling Wealth Partners
Illinois
$6.43M +$534K +734 +9%
NHC
1740
Nicholas Hoffman & Company
Georgia
$6.41M +$4.37K +6 +0.1%
GFA
1741
Gallagher Fiduciary Advisors
Illinois
$6.38M +$1.22M +1,677 +24%
HPC
1742
HM Payson & Co
Maine
$6.38M -$40.8K -56 -0.7%
RP
1743
Riverbridge Partners
Minnesota
$6.37M -$5.71M -7,835 -48%
FFM
1744
Forum Financial Management
Illinois
$6.37M -$32.8K -45 -0.5%
DIA
1745
Dana Investment Advisors
Wisconsin
$6.36M -$457K -628 -7%
KL
1746
KWMG LLC
Kansas
$6.34M -$21.1K -29 -0.3%
CHIA
1747
Copper Harbor Investment Advisors
Wisconsin
$6.32M +$6.15M +8,440 New
MAG
1748
M3 Advisory Group
Massachusetts
$6.32M +$19.7K +27 +0.3%
SJIM
1749
St. Johns Investment Management
Florida
$6.31M – – –
AC
1750
Apella Capital
Connecticut
$6.27M -$24.8K -34 -0.4%
68 69
70
71 72