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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1726
Acorn Financial Advisory Services
Virginia
$1.54M +$293K +655 +22%
SCM
1727
Sebold Capital Management
Illinois
$1.54M -$122K -273 -7%
FAM
1728
Formidable Asset Management
Ohio
$1.54M -$97.1K -217 -6%
DP
1729
Denver PWM
Colorado
$1.54M -$69.8K -156 -4%
LWCFA
1730
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.54M – – –
PL
1731
Plancorp LLC
Missouri
$1.54M – – –
ECA
1732
Elevated Capital Advisors
Utah
$1.52M -$1.05M -2,358 -40%
EF
1733
Empowered Funds
Pennsylvania
$1.52M -$583K -1,303 -27%
DI
1734
Disciplined Investments
Oklahoma
$1.52M -$938K -2,098 -37%
SPA
1735
Sentinel Pension Advisors
Massachusetts
$1.52M +$118K +263 +8%
LA
1736
Lane & Associates
New Jersey
$1.51M +$160K +358 +11%
MA
1737
MKT Advisors
California
$1.51M – – –
GLR
1738
Great Lakes Retirement
Ohio
$1.51M -$2.24K -5 -0.1%
FWM
1739
Forza Wealth Management
Florida
$1.51M – – –
AI
1740
Axiom Investors
Connecticut
$1.5M -$671K -1,500 -30%
SVWAG
1741
Sound View Wealth Advisors Group
Georgia
$1.5M +$179K +401 +13%
HA
1742
Herold Advisors
New York
$1.49M +$166K +371 +12%
VCP
1743
Vista Capital Partners
Oregon
$1.49M -$4.03K -9 -0.3%
KFI
1744
Key Financial Inc
Pennsylvania
$1.49M +$22.8K +51 +1%
CWMGP
1745
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.48M +$895K +2,000 +137%
UL
1746
Unionview LLC
Washington
$1.48M +$1.02M +2,274 +193%
PRWA
1747
Platte River Wealth Advisors
Colorado
$1.48M +$28.6K +64 +2%
CBT
1748
Central Bank & Trust
Kentucky
$1.48M -$12.1K -27 -0.8%
CAM
1749
Clark Asset Management
New Hampshire
$1.48M +$42K +94 +3%
AFO
1750
Allie Family Office
Florida
$1.47M -$291K -650 -16%
68 69
70
71 72