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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCW
1726
Coastline Complete Wealth
South Carolina
$5.73M +$5.68M +8,365 New
AFA
1727
Antonelli Financial Advisors
Michigan
$5.71M +$93.7K +138 +2%
DIA
1728
Dana Investment Advisors
Wisconsin
$5.69M -$55.7K -82 -1%
PWPS
1729
Pinnacle Wealth Planning Services
Ohio
$5.69M -$251K -370 -4%
LI
1730
LVZ Inc
Michigan
$5.68M -$2M -2,947 -26%
CAS
1731
Coppell Advisory Solutions
Texas
$5.67M +$64.5K +95 +1%
SG
1732
Strid Group
Pennsylvania
$5.65M +$2.12M +3,119 +61%
BMC
1733
Bear Mountain Capital
Washington
$5.65M – – –
4WM
1734
49 Wealth Management
Texas
$5.63M +$367K +540 +7%
FC
1735
Financial Council
Maryland
$5.61M -$17.7K -26 -0.3%
PP
1736
Patten & Patten
Tennessee
$5.58M -$145K -213 -3%
SSWG
1737
Seven Springs Wealth Group
Tennessee
$5.57M -$15.6K -23 -0.3%
QCIG
1738
Quad-Cities Investment Group
Iowa
$5.55M -$354K -522 -6%
MFA
1739
Morling Financial Advisors
California
$5.54M -$223K -328 -4%
AWA
1740
Alta Wealth Advisors
Massachusetts
$5.54M +$1.16M +1,711 +27%
SSCM
1741
Spectrum Strategic Capital Management
Oregon
$5.53M -$2.78M -4,089 -34%
OWA
1742
Opal Wealth Advisors
New York
$5.5M +$4.71M +6,940 +633%
SIC
1743
SFE Investment Counsel
California
$5.5M +$3.41M +5,020 +167%
SHF
1744
Stage Harbor Financial
Massachusetts
$5.49M +$2.72K +4 +0%
SWP
1745
Semus Wealth Partners
Florida
$5.48M +$4.75K +7 +0.1%
SFG
1746
SNS Financial Group
Minnesota
$5.48M -$115K -169 -2%
NS
1747
Northland Securities
Minnesota
$5.47M +$5.42M +7,986 New
SFC
1748
Sprinkle Financial Consultants
Colorado
$5.46M -$44.8K -66 -0.8%
HPC
1749
HM Payson & Co
Maine
$5.44M +$505K +743 +10%
MCM
1750
Mitchell Capital Management
Kansas
$5.44M +$12.9K +19 +0.2%
68 69
70
71 72