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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOTS
1776
Trust Company of the South
North Carolina
$3.9M +$52.7K +89 +1%
MFF
1777
Michels Family Financial
Texas
$3.88M +$3.91M +6,599 New
FUBT
1778
First United Bank & Trust
Maryland
$3.87M +$9.47K +16 +0.2%
TFP
1779
Triune Financial Partners
Kansas
$3.85M -$16K -27 -0.4%
FP
1780
Financial Perspectives
Minnesota
$3.85M +$272K +459 +8%
AG
1781
AmeriFlex Group
Nevada
$3.84M +$3.76M +6,344 New
CAMG
1782
CWA Asset Management Group
Florida
$3.83M +$1.58M +2,670 +69%
TCM
1783
Traynor Capital Management
Pennsylvania
$3.83M -$217K -367 -5%
ADL
1784
Asset Dedication LLC
California
$3.83M +$18.9K +32 +0.5%
MFG
1785
MidWestOne Financial Group
Iowa
$3.82M -$294K -497 -7%
FCB
1786
First County Bank
Connecticut
$3.82M +$20.7K +35 +0.5%
AWM
1787
Arista Wealth Management
Nevada
$3.82M +$1.18K +2 +0%
IRC
1788
Investors Research Corp
Georgia
$3.81M – – –
ZIC
1789
ZWJ Investment Counsel
Georgia
$3.81M -$1.12M -1,900 -23%
HIF
1790
Hill Island Financial
Michigan
$3.8M +$27.2K +46 +0.7%
FB
1791
First Bancorp
Maine
$3.8M -$36.7K -62 -1%
FPW
1792
Flywheel Private Wealth
California
$3.8M +$3.82M +6,449 New
OFS
1793
Oldfather Financial Services
Nebraska
$3.79M -$11.8K -20 -0.3%
SG
1794
Strid Group
Pennsylvania
$3.79M -$249K -420 -6%
SBLIC
1795
Security Benefit Life Insurance Company
Kansas
$3.77M – – –
HH
1796
Hilltop Holdings
Texas
$3.76M +$1.15M +1,937 +43%
SW
1797
SoFi Wealth
California
$3.75M +$3.77M +6,362 New
MWA
1798
Merkkuri Wealth Advisors
New York
$3.74M -$457K -772 -11%
LWM
1799
Lyell Wealth Management
California
$3.74M – – –
CSIC
1800
Clifford Swan Investment Counsel
California
$3.74M – – –
70 71
72
73 74