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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
1751
Nemes Rush Group
Michigan
$5.43M +$1.73M +2,541 +47%
BAM
1752
BOS Asset Management
Illinois
$5.43M +$11.5K +17 +0.2%
AIC
1753
Ayalon Insurance Company
Israel
$5.42M +$244K +360 +5%
AFS
1754
Access Financial Services
Minnesota
$5.42M -$27.8K -41 -0.5%
AWMG
1755
ADG Wealth Management Group
Louisiana
$5.4M -$655K -965 -11%
SWM
1756
SHP Wealth Management
Massachusetts
$5.39M +$5.34M +7,871 New
EWS
1757
Evergreen Wealth Solutions
Pennsylvania
$5.39M +$2.51M +3,695 +89%
STA
1758
Smith Thornton Advisors
Alabama
$5.39M +$33.3K +49 +0.6%
MAMG
1759
Milestone Asset Management Group
Connecticut
$5.38M +$276K +406 +5%
RI
1760
Rinkey Investments
California
$5.37M -$2.04K -3 -0%
AP
1761
Americana Partners
Texas
$5.37M +$816K +1,201 +18%
TCM
1762
Traynor Capital Management
Pennsylvania
$5.37M -$763K -1,123 -13%
WEG
1763
World Equity Group
Illinois
$5.36M -$649K -956 -11%
RWM
1764
Rockwood Wealth Management
Pennsylvania
$5.36M +$132K +195 +3%
AA
1765
Alpha Advisors
Virginia
$5.35M -$112K -165 -2%
GI
1766
GAMMA Investing
California
$5.34M +$211K +311 +4%
RG
1767
Rathbones Group
United Kingdom
$5.33M +$81.5K +120 +2%
OFG
1768
Opulen Financial Group
Virginia
$5.33M +$492K +724 +10%
LIA
1769
LifePlan Investment Advisors
North Carolina
$5.3M +$224K +330 +4%
CWM
1770
Capstone Wealth Management
Montana
$5.29M +$5.24M +7,718 New
AA
1771
Aufman Associates
Pennsylvania
$5.28M -$44.1K -65 -0.8%
PGF
1772
Plan Group Financial
Oklahoma
$5.27M -$12.2K -18 -0.2%
AA
1773
Auxano Advisors
Washington
$5.27M -$48.2K -71 -0.9%
CAM
1774
Carret Asset Management
New York
$5.25M +$204K +301 +4%
MWA
1775
Medallion Wealth Advisors
Connecticut
$5.24M +$239K +352 +5%
69 70
71
72 73