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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1726
American Trust
Kentucky
$6.63M +$374K +513 +6%
FCU
1727
Financial Concepts Unlimited
Maine
$6.63M +$342K +469 +6%
DWM
1728
Defined Wealth Management
Oregon
$6.61M -$34.2K -47 -0.5%
ACA
1729
Atlas Capital Advisors
Wyoming
$6.61M – – –
KCP
1730
Kera Capital Partners
California
$6.6M +$69.9K +96 +1%
FAM
1731
Forte Asset Management
New York
$6.58M +$140K +192 +2%
MWA
1732
Medallion Wealth Advisors
Connecticut
$6.58M +$461K +633 +8%
AF
1733
Affiance Financial
Minnesota
$6.58M +$5.83K +8 +0.1%
DWM
1734
Dogwood Wealth Management
Kansas
$6.57M – – –
KFSN
1735
Keystone Financial Services (Nebraska)
Nebraska
$6.56M +$62.6K +86 +1%
JJBC
1736
James J. Burns & Company
New York
$6.55M -$65.5K -90 -1%
CFG
1737
Cooper Financial Group
California
$6.54M -$114K -157 -2%
SPW
1738
Sonoma Private Wealth
California
$6.52M +$9.47K +13 +0.1%
OC
1739
OceanIQ Capital
California
$6.52M +$6.13M +8,416 New
PWPS
1740
Pinnacle Wealth Planning Services
Ohio
$6.51M -$26.2K -36 -0.4%
JAG
1741
Journey Advisory Group
Kentucky
$6.5M +$392K +539 +7%
TCM
1742
Traynor Capital Management
Pennsylvania
$6.49M +$365K +501 +6%
OFG
1743
Opulen Financial Group
Virginia
$6.49M +$13.8K +19 +0.2%
KCM
1744
Kennicott Capital Management
California
$6.47M +$728 +1 +0%
FBFS
1745
First Business Financial Services
Wisconsin
$6.47M +$1.58M +2,165 +33%
ITB
1746
Idaho Trust Bank
Idaho
$6.47M -$1.05M -1,439 -14%
T
1747
TrueFG
Texas
$6.44M -$54.6K -75 -0.9%
DWM
1748
Daner Wealth Management
Georgia
$6.44M -$99K -136 -2%
SG
1749
Strid Group
Pennsylvania
$6.43M -$1.56M -2,140 -20%
BWP
1750
Burling Wealth Partners
Illinois
$6.43M +$534K +734 +9%
68 69
70
71 72