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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1801
AWM Capital
Arizona
$1.19M – – –
FPWM
1802
FSB Premier Wealth Management
Iowa
$1.19M -$35.8K -80 -3%
FA
1803
Faithward Advisors
Pennsylvania
$1.19M – – –
CAMG
1804
CWA Asset Management Group
Florida
$1.19M +$41.6K +93 +4%
AP
1805
Arlington Partners
Alabama
$1.19M +$46.1K +103 +4%
BC
1806
Burleson & Co
California
$1.16M -$142K -318 -11%
BWA
1807
Blodgett Wealth Advisors
California
$1.16M +$31.8K +71 +3%
KWM
1808
Kaydan Wealth Management
Michigan
$1.15M -$13.7M -30,670 -92%
BCM
1809
BTR Capital Management
California
$1.15M – – –
SPWM
1810
Schrum Private Wealth Management
Florida
$1.15M +$2.24K +5 +0.2%
IWA
1811
Inspirion Wealth Advisors
Illinois
$1.15M +$12.5K +28 +1%
MA
1812
MJP Associates
Connecticut
$1.14M +$426K +952 +61%
EWM
1813
Executive Wealth Management
Michigan
$1.14M +$200K +448 +22%
WWMSC
1814
Wagner Wealth Management (South Carolina)
South Carolina
$1.14M +$579K +1,294 +107%
HPCM
1815
Hunter Perkins Capital Management
Illinois
$1.13M -$224K -500 -17%
JLBC
1816
J.L. Bainbridge & Co
Florida
$1.13M -$224K -500 -17%
FMI
1817
F/M Investments
District of Columbia
$1.13M -$10.7K -24 -1%
RP
1818
Reinhart Partners
Wisconsin
$1.13M – – –
TPA
1819
Trivium Point Advisory
Connecticut
$1.13M +$21.5K +48 +2%
NOI
1820
Newton One Investments
Delaware
$1.13M – – –
1SB
1821
1ST Source Bank
Indiana
$1.13M -$10.7K -24 -1%
1WA
1822
180 Wealth Advisors
Washington
$1.12M +$224K +501 +25%
SWM
1823
Sugarloaf Wealth Management
Georgia
$1.12M -$42.5K -95 -4%
SWP
1824
Strategic Wealth Partners
Ohio
$1.12M -$10.7K -24 -1%
HKIMG
1825
Hutchens & Kramer Investment Management Group
Indiana
$1.12M -$894 -2 -0.1%
71 72
73
74 75