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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
1826
Bearing Point Capital
Minnesota
$4.5M -$281K -411 -6%
SWGC
1827
Summit Wealth Group (Colorado)
Colorado
$4.5M +$771K +1,129 +20%
OCFG
1828
O'Connor Financial Group
Illinois
$4.49M -$60.1K -88 -1%
HFS
1829
Howard Financial Services
Texas
$4.49M +$193K +282 +4%
LAM
1830
LOM Asset Management
$4.48M -$88.8K -130 -2%
CPCM
1831
Cornerstone Partners Capital Management
Virginia
$4.48M -$367K -537 -7%
MWP
1832
Meridian Wealth Partners
Pennsylvania
$4.47M -$93.6K -137 -2%
GFA
1833
Gallagher Fiduciary Advisors
Illinois
$4.47M +$337K +493 +8%
NIM
1834
Northeast Investment Management
Massachusetts
$4.46M -$490K -717 -10%
HWM
1835
Howard Wealth Management
Connecticut
$4.45M +$479K +702 +11%
PFWA
1836
Paces Ferry Wealth Advisors
Georgia
$4.45M -$19.1K -28 -0.4%
EFG
1837
Everhart Financial Group
Ohio
$4.45M +$583K +854 +14%
TSW
1838
Three Seasons Wealth
Utah
$4.43M -$352K -515 -7%
SCA
1839
Sage Capital Advisors
South Dakota
$4.42M +$6.83K +10 +0.1%
SWA
1840
Strategies Wealth Advisors
Michigan
$4.42M +$52.6K +77 +1%
CFG
1841
Cassilly Financial Group
Maryland
$4.42M +$210K +308 +5%
MWPCG
1842
Measured Wealth Private Client Group
New Hampshire
$4.41M -$253K -370 -5%
NJBEST
1843
New Jersey Better Educational Savings Trust
New Jersey
$4.39M +$4.59M +6,724 New
BAM
1844
BOS Asset Management
Illinois
$4.38M -$839K -1,229 -15%
SFO
1845
Stokes Family Office
Louisiana
$4.38M -$124K -182 -3%
SCG
1846
Sonata Capital Group
Washington
$4.37M -$1.37K -2 -0%
FAT
1847
First American Trust
California
$4.36M -$225K -330 -5%
DWS
1848
Discipline Wealth Solutions
South Carolina
$4.36M +$666K +975 +17%
FUBT
1849
First United Bank & Trust
Maryland
$4.35M -$43.7K -64 -1%
OPWM
1850
Oakwell Private Wealth Management
Texas
$4.34M – – –
72 73
74
75 76