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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1776
Mengis Capital Management
Oregon
$2.53M +$942K +1,791 +63%
FC
1777
Financial Consulate
Maryland
$2.53M -$50.5K -96 -2%
APP
1778
Avantax Planning Partners
Iowa
$2.52M +$152K +290 +7%
LA
1779
Lane & Associates
New Jersey
$2.52M +$255K +485 +12%
ACM
1780
AlphaStar Capital Management
North Carolina
$2.52M -$229K -436 -9%
TCWA
1781
Turtle Creek Wealth Advisors
Texas
$2.51M +$223K +425 +10%
SWM
1782
StoneCrest Wealth Management
Arizona
$2.51M -$278K -528 -10%
MIFH
1783
Migdal Insurance & Financial Holdings
Israel
$2.5M -$444K -844 -16%
GWMR
1784
GC Wealth Management RIA
Massachusetts
$2.5M +$219K +416 +10%
STA
1785
Smith Thornton Advisors
Alabama
$2.5M +$2.4M +4,562 New
HPC
1786
Hobart Private Capital
North Carolina
$2.49M -$870K -1,654 -27%
BA
1787
Bridge Advisory
California
$2.49M -$794K -1,510 -25%
GI
1788
GAMMA Investing
California
$2.49M +$180K +342 +8%
AFO
1789
Allie Family Office
Florida
$2.49M -$590K -1,122 -20%
APW
1790
Austin Private Wealth
Texas
$2.49M -$9.99K -19 -0.4%
CCA
1791
Cobblestone Capital Advisors
New York
$2.48M -$47.3K -90 -2%
MIIM
1792
Mesirow Institutional Investment Management
Illinois
$2.47M +$7.36K +14 +0.3%
KP
1793
Keel Point
Alabama
$2.47M +$997K +1,896 +72%
PL
1794
Plancorp LLC
Missouri
$2.46M +$350K +666 +17%
OWP
1795
Obermeyer Wealth Partners
Colorado
$2.46M +$135K +257 +6%
AIP
1796
Almanack Investment Partners
Pennsylvania
$2.45M +$943K +1,793 +67%
JFL
1797
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.45M +$2.36M +4,482 New
GIA
1798
GHP Investment Advisors
Colorado
$2.44M -$23.7K -45 -1%
ICM
1799
Islay Capital Management
Texas
$2.43M -$77.3K -147 -3%
FWA
1800
FSM Wealth Advisors
Ohio
$2.43M -$1.58K -3 -0.1%
70 71
72
73 74