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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1776
Strategic Investment Solutions
Illinois
$2.15M -$14.7M -32,852 -88%
MIIM
1777
Mesirow Institutional Investment Management
Illinois
$2.14M +$17K +38 +0.9%
CA
1778
CapWealth Advisors
Tennessee
$2.14M -$76.1K -170 -4%
KBFS
1779
Kohmann Bosshard Financial Services
Ohio
$2.13M +$62.7K +140 +3%
CFB
1780
Cullen/Frost Bankers
Texas
$2.12M -$229K -511 -10%
PWW
1781
Pettyjohn Wood & White
Virginia
$2.11M +$40.3K +90 +2%
BCM
1782
Brookmont Capital Management
Texas
$2.1M +$589K +1,316 +43%
PPWP
1783
Premier Path Wealth Partners
New Jersey
$2.09M +$1.96M +4,378 New
CB
1784
Cadence Bank
Mississippi
$2.08M -$1.65M -3,691 -46%
RPGK
1785
Retirement Planning Group (Kansas)
Kansas
$2.08M +$132K +294 +7%
ACI
1786
Alpha Cubed Investments
California
$2.08M -$98.9K -221 -5%
RWM
1787
Rockwood Wealth Management
Pennsylvania
$2.08M +$1.48M +3,312 +319%
TCWM
1788
Total Clarity Wealth Management
Illinois
$2.06M -$160K -358 -8%
EWA
1789
Encompass Wealth Advisors
Oregon
$2.05M +$73.9K +165 +4%
COI
1790
Connable Office Inc
Michigan
$2.05M -$319K -713 -14%
WLPWM
1791
Walled Lake Planning & Wealth Management
Illinois
$2.04M +$40.7K +91 +2%
KAM
1792
Knightsbridge Asset Management
California
$2.04M -$1.79K -4 -0.1%
SMWM
1793
Silvia McColl Wealth Management
California
$2.04M – – –
LFA
1794
LGT Financial Advisors
Texas
$2.04M +$454K +1,015 +31%
PP
1795
Pacifica Partners
Canada
$2.03M +$201K +450 +11%
GFA
1796
Gallagher Fiduciary Advisors
Illinois
$2.03M +$227K +507 +14%
VAG
1797
VisionPoint Advisory Group
Texas
$2.03M +$1.82M +4,071 +2,395%
TVAMP
1798
Tennessee Valley Asset Management Partners
Tennessee
$2.02M +$897K +2,005 +90%
BMO
1799
Beck Mack & Oliver
New York
$2.01M – – –
OCG
1800
Opus Capital Group
Ohio
$2.01M -$87.7K -196 -4%
70 71
72
73 74