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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
1851
Morningstar Investment Services
Illinois
$3.34M -$85.7M -144,771 -96%
WF
1852
Warner Financial
Maryland
$3.34M -$191K -322 -5%
AW
1853
Alaethes Wealth
Nevada
$3.34M +$353K +597 +12%
SWM
1854
SilverOak Wealth Management
Minnesota
$3.33M +$34.9K +59 +1%
NA
1855
Novus Advisors
South Carolina
$3.32M +$3.34M +5,645 New
SMA
1856
Sage Mountain Advisors
Georgia
$3.32M +$786K +1,328 +31%
HCA
1857
Harbour Capital Advisors
Virginia
$3.32M -$15.4K -26 -0.5%
RWMG
1858
Redwood Wealth Management Group
New Jersey
$3.32M -$81.7K -138 -2%
FRA
1859
Frank Rimerman Advisors
California
$3.3M – – –
CA
1860
Capital Advantage
California
$3.3M +$3.32M +5,605 New
EAM
1861
Evanson Asset Management
California
$3.29M -$70.4K -119 -2%
NCG
1862
Newport Capital Group
New Jersey
$3.29M -$758K -1,281 -19%
SPC
1863
Spirepoint Private Client
Florida
$3.29M +$117K +198 +4%
IP
1864
Investment Partners
Ohio
$3.29M -$208K -351 -6%
KHC
1865
Koesten Hirschmann & Crabtree
Kansas
$3.28M -$59.2K -100 -2%
RT
1866
Rockland Trust
Massachusetts
$3.28M +$207K +349 +7%
FWTB
1867
First Western Trust Bank
Colorado
$3.27M -$15.4K -26 -0.5%
MWM
1868
Mattern Wealth Management
Kansas
$3.27M -$42K -71 -1%
AWM
1869
Alterna Wealth Management
Texas
$3.27M -$967K -1,634 -23%
MCM
1870
M1 Capital Management
Michigan
$3.26M +$3.28M +5,546 New
LFA
1871
Legacy Financial Advisors
Kentucky
$3.26M -$231K -390 -7%
APC
1872
Aspire Private Capital
North Carolina
$3.25M -$199K -337 -6%
LWA
1873
Lifelong Wealth Advisors
Minnesota
$3.25M +$3.27M +5,523 New
IIM
1874
Ipswich Investment Management
Massachusetts
$3.25M +$74K +125 +2%
SCM
1875
Schnieders Capital Management
California
$3.25M +$5.92K +10 +0.2%
73 74
75
76 77