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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWA
1826
Petersen Hastings Wealth Advisors
Washington
$4.86M +$4.82M +7,095 New
FCMA
1827
Foresight Capital Management Advisors
Michigan
$4.84M +$34.6K +51 +0.7%
NEPWA
1828
New England Private Wealth Advisors
Massachusetts
$4.83M -$12.2K -18 -0.3%
APW
1829
Austin Private Wealth
Texas
$4.83M +$1.33M +1,957 +38%
UAG
1830
United Advisor Group
Ohio
$4.82M +$548K +807 +13%
OCFG
1831
O'Connor Financial Group
Illinois
$4.82M -$59.8K -88 -1%
JEST
1832
JTC Employer Solutions Trustee
Jersey
$4.81M – – –
MWM
1833
McNaughton Wealth Management
California
$4.81M +$55K +81 +1%
FAT
1834
First American Trust
California
$4.8M +$799K +1,177 +20%
LAM
1835
LOM Asset Management
$4.79M -$61.1K -90 -1%
MWP
1836
Meridian Wealth Partners
Pennsylvania
$4.79M -$171K -252 -3%
WCG
1837
Weaver Consulting Group
California
$4.78M -$48.9K -72 -1%
DTC
1838
Davidson Trust Company
Washington
$4.78M -$34.6K -51 -0.7%
ACM
1839
Absolute Capital Management
Pennsylvania
$4.77M +$1.66M +2,438 +54%
MO
1840
McMillan Office
Michigan
$4.76M +$4.72M +6,944 New
EIP
1841
Ellis Investment Partners
Pennsylvania
$4.75M -$410K -604 -8%
OPWM
1842
Oxinas Partners Wealth Management
Indiana
$4.75M +$2.26M +3,324 +92%
EFH
1843
Eaton Financial Holdings
Florida
$4.75M -$411K -605 -8%
HT
1844
Headlands Technologies
Illinois
$4.75M -$6.92M -10,184 -59%
SIA
1845
SeaBridge Investment Advisors
New Jersey
$4.75M -$30.6K -45 -0.6%
HAP
1846
Harbor Asset Planning
Massachusetts
$4.74M +$16.3K +24 +0.3%
CFA
1847
Cahill Financial Advisors
Minnesota
$4.74M -$646K -951 -12%
SFO
1848
Stokes Family Office
Louisiana
$4.72M -$1.54M -2,261 -25%
PWG
1849
Portside Wealth Group
Utah
$4.71M +$697K +1,027 +18%
RWPA
1850
Richard W. Paul & Associates
Michigan
$4.69M +$110K +162 +2%
72 73
74
75 76