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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1776
Smith Salley Wealth Management
North Carolina
$1.23M +$27.7K +62 +2%
MWM
1777
Minot Wealth Management
Massachusetts
$1.23M +$143K +319 +13%
FDCC
1778
Foster Dykema Cabot & Co
Massachusetts
$1.22M – – –
WCM
1779
Weik Capital Management
Pennsylvania
$1.22M +$29.1K +65 +2%
LSA
1780
Lion Street Advisors
Texas
$1.22M -$436K -975 -27%
KPCM
1781
Kings Point Capital Management
New York
$1.22M -$142K -318 -11%
AFA
1782
American Financial Advisors
Georgia
$1.22M +$894 +2 +0.1%
SIS
1783
Sound Income Strategies
Florida
$1.22M -$514K -1,150 -30%
FAG
1784
Fortitude Advisory Group
Washington
$1.22M -$19.7K -44 -2%
FMTC
1785
Farmers & Merchants Trust Company
California
$1.22M – – –
RA
1786
Rodgers & Associates
Pennsylvania
$1.22M – – –
FA
1787
Financial Advisors
Massachusetts
$1.21M +$447 +1 +0%
EM
1788
Excalibur Management
Massachusetts
$1.21M +$39.4K +88 +3%
APP
1789
Avantax Planning Partners
Iowa
$1.21M +$216K +484 +22%
CLOS
1790
Compagnie Lombard Odier SCmA
Switzerland
$1.21M +$203K +454 +21%
JE
1791
JMAC Enterprises
Pennsylvania
$1.2M – – –
RB
1792
Renasant Bank
Mississippi
$1.2M +$162K +363 +16%
TWP
1793
Tower Wealth Partners
Pennsylvania
$1.2M -$35.8K -80 -3%
CAAS
1794
Capital Asset Advisory Services
Michigan
$1.2M -$277K -619 -19%
KP
1795
Keel Point
Alabama
$1.2M +$4.03K +9 +0.3%
IWA
1796
Intercontinental Wealth Advisors
Texas
$1.2M – – –
MHIC
1797
Marble Harbor Investment Counsel
Massachusetts
$1.2M +$369K +825 +46%
CCMD
1798
Cypress Capital Management (Delaware)
Delaware
$1.2M +$33.1K +74 +3%
BTW
1799
Boston Trust Walden
Massachusetts
$1.19M – – –
EHC
1800
Everett Harris & Co
California
$1.19M +$447 +1 +0%
70 71
72
73 74