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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MO
1826
McMillan Office
Michigan
$4.54M – – –
PG
1827
Prostatis Group
Maryland
$4.53M -$1.2M -1,753 -20%
FWTB
1828
First Western Trust Bank
Colorado
$4.52M +$1.89M +2,771 +67%
SJGA
1829
Stephen J. Garry & Associates
New York
$4.52M -$352K -515 -7%
IA
1830
Inspire Advisors
Idaho
$4.52M +$1.22M +1,788 +35%
EIP
1831
Ellis Investment Partners
Pennsylvania
$4.52M -$16.4K -24 -0.3%
BPC
1832
Bearing Point Capital
Minnesota
$4.5M -$281K -411 -6%
SWGC
1833
Summit Wealth Group (Colorado)
Colorado
$4.5M +$771K +1,129 +20%
OCFG
1834
O'Connor Financial Group
Illinois
$4.49M -$60.1K -88 -1%
HFS
1835
Howard Financial Services
Texas
$4.49M +$193K +282 +4%
LAM
1836
LOM Asset Management
$4.48M -$88.8K -130 -2%
CPCM
1837
Cornerstone Partners Capital Management
Virginia
$4.48M -$367K -537 -7%
MWP
1838
Meridian Wealth Partners
Pennsylvania
$4.47M -$93.6K -137 -2%
GFA
1839
Gallagher Fiduciary Advisors
Illinois
$4.47M +$337K +493 +8%
NIM
1840
Northeast Investment Management
Massachusetts
$4.46M -$490K -717 -10%
HWM
1841
Howard Wealth Management
Connecticut
$4.45M +$479K +702 +11%
PFWA
1842
Paces Ferry Wealth Advisors
Georgia
$4.45M -$19.1K -28 -0.4%
EFG
1843
Everhart Financial Group
Ohio
$4.45M +$583K +854 +14%
TSW
1844
Three Seasons Wealth
Utah
$4.43M -$352K -515 -7%
SCA
1845
Sage Capital Advisors
South Dakota
$4.42M +$6.83K +10 +0.1%
SWA
1846
Strategies Wealth Advisors
Michigan
$4.42M +$52.6K +77 +1%
CFG
1847
Cassilly Financial Group
Maryland
$4.42M +$210K +308 +5%
MWPCG
1848
Measured Wealth Private Client Group
New Hampshire
$4.41M -$253K -370 -5%
NJBEST
1849
New Jersey Better Educational Savings Trust
New Jersey
$4.39M +$4.59M +6,724 New
BAM
1850
BOS Asset Management
Illinois
$4.38M -$839K -1,229 -15%
72 73
74
75 76