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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1776
Sugarloaf Wealth Management
Georgia
$1.02M +$95.4K +232 +9%
FPWM
1777
FSB Premier Wealth Management
Iowa
$1.02M -$35.8K -87 -3%
AFA
1778
American Financial Advisors
Georgia
$1.02M +$823 +2 +0.1%
RA
1779
Rodgers & Associates
Pennsylvania
$1.02M – – –
FA
1780
Financial Advisors
Massachusetts
$1.01M +$411 +1 +0%
FMTC
1781
Farmers & Merchants Trust Company
California
$1.01M -$2.06K -5 -0.2%
JE
1782
JMAC Enterprises
Pennsylvania
$1.01M +$823 +2 +0.1%
SHWM
1783
Silicon Hills Wealth Management
Texas
$1M -$1.18M -2,863 -52%
EM
1784
Excalibur Management
Massachusetts
$1M -$11.9K -29 -1%
HGERS
1785
Householder Group Estate & Retirement Specialist
Arizona
$999K +$149K +363 +16%
BTW
1786
Boston Trust Walden
Massachusetts
$998K – – –
EHC
1787
Everett Harris & Co
California
$997K – – –
FA
1788
Faithward Advisors
Pennsylvania
$994K – – –
FMI
1789
F/M Investments
District of Columbia
$993K -$77.7K -189 -8%
CCMD
1790
Cypress Capital Management (Delaware)
Delaware
$991K -$7.82K -19 -0.7%
BWA
1791
Blodgett Wealth Advisors
California
$989K +$20.6K +50 +2%
EFG
1792
Everhart Financial Group
Ohio
$989K +$81.9K +199 +8%
GC
1793
Gratus Capital
Georgia
$979K -$151K -366 -12%
FAG
1794
Fortitude Advisory Group
Washington
$979K -$39.1K -95 -4%
GPC
1795
Garrison Point Capital
California
$966K +$107K +259 +11%
NW
1796
NewEdge Wealth
Pennsylvania
$964K +$521K +1,267 +99%
SIA
1797
Schechter Investment Advisors
Michigan
$961K +$56.4K +137 +6%
1WA
1798
180 Wealth Advisors
Washington
$959K -$2.47K -6 -0.2%
IWA
1799
Inspirion Wealth Advisors
Illinois
$958K – – –
MA
1800
MJP Associates
Connecticut
$958K +$3.7K +9 +0.4%
70 71
72
73 74