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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1726
Sage Mountain Advisors
Georgia
$1.55M -$5.37K -12 -0.3%
CPA
1727
Court Place Advisors
Maryland
$1.55M +$1.27M +2,844 +375%
AFAS
1728
Acorn Financial Advisory Services
Virginia
$1.54M +$293K +655 +22%
SCM
1729
Sebold Capital Management
Illinois
$1.54M -$122K -273 -7%
FAM
1730
Formidable Asset Management
Ohio
$1.54M -$97.1K -217 -6%
DP
1731
Denver PWM
Colorado
$1.54M -$69.8K -156 -4%
LWCFA
1732
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.54M – – –
PL
1733
Plancorp LLC
Missouri
$1.54M – – –
ECA
1734
Elevated Capital Advisors
Utah
$1.52M -$1.05M -2,358 -40%
EF
1735
Empowered Funds
Pennsylvania
$1.52M -$583K -1,303 -27%
DI
1736
Disciplined Investments
Oklahoma
$1.52M -$938K -2,098 -37%
SPA
1737
Sentinel Pension Advisors
Massachusetts
$1.52M +$118K +263 +8%
LA
1738
Lane & Associates
New Jersey
$1.51M +$160K +358 +11%
MA
1739
MKT Advisors
California
$1.51M – – –
GLR
1740
Great Lakes Retirement
Ohio
$1.51M -$2.24K -5 -0.1%
FWM
1741
Forza Wealth Management
Florida
$1.51M – – –
AI
1742
Axiom Investors
Connecticut
$1.5M -$671K -1,500 -30%
SVWAG
1743
Sound View Wealth Advisors Group
Georgia
$1.5M +$179K +401 +13%
HA
1744
Herold Advisors
New York
$1.49M +$166K +371 +12%
VCP
1745
Vista Capital Partners
Oregon
$1.49M -$4.03K -9 -0.3%
KFI
1746
Key Financial Inc
Pennsylvania
$1.49M +$22.8K +51 +1%
CWMGP
1747
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.48M +$895K +2,000 +137%
UL
1748
Unionview LLC
Washington
$1.48M +$1.02M +2,274 +193%
PRWA
1749
Platte River Wealth Advisors
Colorado
$1.48M +$28.6K +64 +2%
CBT
1750
Central Bank & Trust
Kentucky
$1.48M -$12.1K -27 -0.8%
68 69
70
71 72