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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WMN
1776
Wealth Management Nebraska
Nebraska
$3.9M +$197K +343 +6%
OWA
1777
ORBA Wealth Advisors
Illinois
$3.9M +$1.34M +2,330 +59%
FCB
1778
First County Bank
Connecticut
$3.88M -$47.1K -82 -1%
GWM
1779
GDS Wealth Management
Texas
$3.86M +$48.8K +85 +1%
KIM
1780
Kestra Investment Management
Texas
$3.84M +$59.1K +103 +2%
UF
1781
Univest Financial
Pennsylvania
$3.84M -$93K -162 -3%
FAT
1782
First American Trust
California
$3.84M -$12.2M -21,205 -77%
ET
1783
Equitable Trust
Tennessee
$3.84M -$67.8K -118 -2%
TC
1784
TownSquare Capital
Utah
$3.83M -$86.5M -150,728 -96%
NWM
1785
Napa Wealth Management
California
$3.82M +$134K +233 +4%
GVCM
1786
Global View Capital Management
Wisconsin
$3.82M +$2.41M +4,196 +214%
CSIC
1787
Clifford Swan Investment Counsel
California
$3.82M -$16.7K -29 -0.5%
HCA
1788
Harbour Capital Advisors
Virginia
$3.81M +$119K +207 +4%
WFA
1789
WestHill Financial Advisors
California
$3.81M -$2.3K -4 -0.1%
SFO
1790
Stenger Family Office
Illinois
$3.8M +$3.43M +5,966 New
BHPW
1791
Beverly Hills Private Wealth
California
$3.8M -$424K -738 -11%
LWM
1792
Lyell Wealth Management
California
$3.78M -$33.3K -58 -0.9%
PCH
1793
PGIM Custom Harvest
New Jersey
$3.78M -$506K -882 -13%
OC
1794
Oakworth Capital
Alabama
$3.78M -$80.4K -140 -2%
FC
1795
Forte Capital
New York
$3.76M -$317K -552 -8%
PWM
1796
Paulson Wealth Management
Illinois
$3.75M +$644K +1,121 +23%
LCM
1797
Liberty Capital Management
Michigan
$3.74M -$3.44K -6 -0.1%
MA
1798
Maxele Advisors
Missouri
$3.74M -$130K -227 -4%
LFA
1799
Legacy Financial Advisors
Kentucky
$3.74M +$276K +481 +9%
CCP
1800
Clarkston Capital Partners
Michigan
$3.74M -$20.7K -36 -0.6%
70 71
72
73 74