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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1776
OneAscent Financial Services
Alabama
$1.23M +$1.22M +2,721 New
CWM
1777
Cabot Wealth Management
Massachusetts
$1.23M -$104K -232 -8%
SSWM
1778
Smith Salley Wealth Management
North Carolina
$1.23M +$27.7K +62 +2%
MWM
1779
Minot Wealth Management
Massachusetts
$1.23M +$143K +319 +13%
FDCC
1780
Foster Dykema Cabot & Co
Massachusetts
$1.22M – – –
WCM
1781
Weik Capital Management
Pennsylvania
$1.22M +$29.1K +65 +2%
LSA
1782
Lion Street Advisors
Texas
$1.22M -$436K -975 -27%
KPCM
1783
Kings Point Capital Management
New York
$1.22M -$142K -318 -11%
AFA
1784
American Financial Advisors
Georgia
$1.22M +$894 +2 +0.1%
SIS
1785
Sound Income Strategies
Florida
$1.22M -$514K -1,150 -30%
FAG
1786
Fortitude Advisory Group
Washington
$1.22M -$19.7K -44 -2%
FMTC
1787
Farmers & Merchants Trust Company
California
$1.22M – – –
RA
1788
Rodgers & Associates
Pennsylvania
$1.22M – – –
FA
1789
Financial Advisors
Massachusetts
$1.21M +$447 +1 +0%
EM
1790
Excalibur Management
Massachusetts
$1.21M +$39.4K +88 +3%
APP
1791
Avantax Planning Partners
Iowa
$1.21M +$216K +484 +22%
CLOS
1792
Compagnie Lombard Odier SCmA
Switzerland
$1.21M +$203K +454 +21%
JE
1793
JMAC Enterprises
Pennsylvania
$1.2M – – –
RB
1794
Renasant Bank
Mississippi
$1.2M +$162K +363 +16%
TWP
1795
Tower Wealth Partners
Pennsylvania
$1.2M -$35.8K -80 -3%
CAAS
1796
Capital Asset Advisory Services
Michigan
$1.2M -$277K -619 -19%
KP
1797
Keel Point
Alabama
$1.2M +$4.03K +9 +0.3%
IWA
1798
Intercontinental Wealth Advisors
Texas
$1.2M – – –
MHIC
1799
Marble Harbor Investment Counsel
Massachusetts
$1.2M +$369K +825 +46%
CCMD
1800
Cypress Capital Management (Delaware)
Delaware
$1.2M +$33.1K +74 +3%
70 71
72
73 74