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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMNJ
1851
NorthStar Asset Management (New Jersey)
New Jersey
$5.39M -$34.2K -47 -0.6%
WA
1852
WESPAC Advisors
California
$5.39M -$971K -1,334 -16%
IBOK
1853
Independence Bank of Kentucky
Kentucky
$5.39M -$53.2K -73 -1%
PCM
1854
Palisade Capital Management
New Jersey
$5.38M +$89.6K +123 +2%
SHF
1855
Stage Harbor Financial
Massachusetts
$5.38M -$413K -567 -7%
OPWM
1856
Oxinas Partners Wealth Management
Indiana
$5.37M -$121K -166 -2%
AT
1857
Arlington Trust
Alabama
$5.34M +$612K +840 +13%
PAG
1858
Paladin Advisory Group
Iowa
$5.33M -$60.4K -83 -1%
HCM
1859
Harvey Capital Management
Florida
$5.31M -$36.4K -50 -0.7%
FCMA
1860
Foresight Capital Management Advisors
Michigan
$5.31M -$63.4K -87 -1%
SPF
1861
South Plains Financial
Texas
$5.3M -$37.1K -51 -0.7%
PHWA
1862
Petersen Hastings Wealth Advisors
Washington
$5.27M -$14.6K -20 -0.3%
EWP
1863
Evergreen Wealth Partners
Montana
$5.26M +$1.26M +1,729 +33%
RT
1864
Rockland Trust
Massachusetts
$5.25M -$92.5K -127 -2%
WPW
1865
Winthrop Partners - WNY
New York
$5.23M -$184K -252 -3%
IIM
1866
Ipswich Investment Management
Massachusetts
$5.22M +$907K +1,245 +22%
MWM
1867
McNaughton Wealth Management
California
$5.21M -$7.28K -10 -0.1%
TPWM
1868
Torrey-Payne Wealth Management
California
$5.21M +$498K +684 +11%
MO
1869
McMillan Office
Michigan
$5.2M – – –
SIA
1870
SeaBridge Investment Advisors
New Jersey
$5.19M -$106K -146 -2%
FWTB
1871
First Western Trust Bank
Colorado
$5.18M -$3.64K -5 -0.1%
BPC
1872
Bearing Point Capital
Minnesota
$5.18M +$13.8K +19 +0.3%
FAT
1873
First American Trust
California
$5.17M +$167K +229 +3%
AO
1874
Advisor OS
Illinois
$5.17M -$1.04M -1,427 -17%
RMAM
1875
Raab & Moskowitz Asset Management
New Jersey
$5.17M -$199K -273 -4%
73 74
75
76 77