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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1776
Soundmark Wealth Management
Washington
$930K -$184K -461 -15%
NEWAS
1777
N.E.W. Advisory Services
Wisconsin
$927K -$75.5K -189 -7%
BWA
1778
Blodgett Wealth Advisors
California
$922K -$14.8K -37 -1%
KP
1779
Keel Point
Alabama
$922K +$3.19K +8 +0.3%
CCM
1780
Carlson Capital Management
Minnesota
$915K +$276K +691 +37%
CGL
1781
Clarius Group LLC
Washington
$914K -$63.5K -159 -6%
GPC
1782
Garrison Point Capital
California
$914K – – –
HA
1783
HFG Advisors
Ohio
$913K +$128K +321 +14%
OBGC
1784
O'Brien Greene & Co
Pennsylvania
$910K +$676K +1,692 +200%
GAM
1785
Griffin Asset Management
New York
$909K +$40.3K +101 +4%
RA
1786
Rodgers & Associates
Pennsylvania
$907K -$59.9K -150 -6%
ULWM
1787
Upper Left Wealth Management
Florida
$907K +$37.9K +95 +4%
BWAM
1788
Boyd Watterson Asset Management
Ohio
$906K – – –
CWM
1789
Cabot Wealth Management
Massachusetts
$905K -$167K -419 -14%
AC
1790
AWM Capital
Arizona
$903K -$42.7K -107 -4%
SF
1791
SBK Financial
Virginia
$902K +$186K +467 +23%
SIA
1792
Schechter Investment Advisors
Michigan
$900K -$9.58K -24 -0.9%
AP
1793
Arlington Partners
Alabama
$900K – – –
1WA
1794
180 Wealth Advisors
Washington
$899K +$1.6K +4 +0.2%
SAA
1795
Southeast Asset Advisors
Georgia
$898K -$85.9K -215 -8%
BC
1796
Burleson & Co
California
$898K -$7.99K -20 -0.8%
FPWM
1797
FSB Premier Wealth Management
Iowa
$896K -$73.1K -183 -7%
RP
1798
Reinhart Partners
Wisconsin
$895K – – –
HFS
1799
Howard Financial Services
Texas
$893K -$196K -490 -16%
NOI
1800
Newton One Investments
Delaware
$893K – – –
70 71
72
73 74