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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWA
1851
Petersen Hastings Wealth Advisors
Washington
$5.27M -$14.6K -20 -0.3%
EWP
1852
Evergreen Wealth Partners
Montana
$5.26M +$1.26M +1,729 +33%
RT
1853
Rockland Trust
Massachusetts
$5.25M -$92.5K -127 -2%
WPW
1854
Winthrop Partners - WNY
New York
$5.23M -$184K -252 -3%
IIM
1855
Ipswich Investment Management
Massachusetts
$5.22M +$907K +1,245 +22%
MWM
1856
McNaughton Wealth Management
California
$5.21M -$7.28K -10 -0.1%
TPWM
1857
Torrey-Payne Wealth Management
California
$5.21M +$498K +684 +11%
MO
1858
McMillan Office
Michigan
$5.2M – – –
SIA
1859
SeaBridge Investment Advisors
New Jersey
$5.19M -$106K -146 -2%
FWTB
1860
First Western Trust Bank
Colorado
$5.18M -$3.64K -5 -0.1%
BPC
1861
Bearing Point Capital
Minnesota
$5.18M +$13.8K +19 +0.3%
FAT
1862
First American Trust
California
$5.17M +$167K +229 +3%
AO
1863
Advisor OS
Illinois
$5.17M -$1.04M -1,427 -17%
RMAM
1864
Raab & Moskowitz Asset Management
New Jersey
$5.17M -$199K -273 -4%
EIP
1865
Ellis Investment Partners
Pennsylvania
$5.16M -$13.1K -18 -0.3%
WPA
1866
West Paces Advisors
Georgia
$5.14M -$244K -335 -5%
NEPWA
1867
New England Private Wealth Advisors
Massachusetts
$5.14M -$103K -142 -2%
NIM
1868
Northeast Investment Management
Massachusetts
$5.11M – – –
PWG
1869
Portside Wealth Group
Utah
$5.11M +$343K +471 +7%
TWP
1870
TFO Wealth Partners
Ohio
$5.1M -$245K -337 -5%
DWS
1871
Discipline Wealth Solutions
South Carolina
$5.09M +$89.6K +123 +2%
SCG
1872
Sonata Capital Group
Washington
$5.09M +$69.9K +96 +1%
UF
1873
Univest Financial
Pennsylvania
$5.07M +$2.05M +2,809 +71%
MWP
1874
Meridian Wealth Partners
Pennsylvania
$5.06M -$66.3K -91 -1%
WCG
1875
Weaver Consulting Group
California
$5.05M -$153K -210 -3%
73 74
75
76 77