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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1851
WNY Asset Management
New York
$4.34M +$4.54M +6,643 New
CAM
1852
Capital Asset Management
Colorado
$4.33M +$1.13M +1,649 +33%
VR
1853
Vision Retirement
New Jersey
$4.33M -$1.2M -1,753 -21%
FWM
1854
Forza Wealth Management
Florida
$4.31M +$285K +417 +7%
HA
1855
Helium Advisors
Washington
$4.3M -$20.5K -30 -0.5%
GI
1856
GAMMA Investing
California
$4.29M -$834K -1,221 -16%
EDRH
1857
Edmond de Rothschild Holding
Switzerland
$4.29M -$1.26M -1,845 -22%
TWM
1858
Thrive Wealth Management
Pennsylvania
$4.28M +$278K +407 +7%
IA
1859
Insight Advisors
Pennsylvania
$4.28M -$444K -650 -9%
BFO
1860
Boston Family Office
Massachusetts
$4.27M -$7.51K -11 -0.2%
JGIA
1861
Jackson Grant Investment Advisers
Connecticut
$4.26M -$47.8K -70 -1%
LCAM
1862
London & Capital Asset Management
United Kingdom
$4.24M +$634K +928 +17%
SPWM
1863
Straight Path Wealth Management
Michigan
$4.24M +$10.9K +16 +0.2%
IRC
1864
Investors Research Corp
Georgia
$4.24M +$4.78K +7 +0.1%
FBFS
1865
First Business Financial Services
Wisconsin
$4.23M +$410K +601 +10%
IFS
1866
Intelligent Financial Strategies
Minnesota
$4.22M +$1.37K +2 +0%
MPI
1867
Mairs & Power Inc
Minnesota
$4.22M -$13.7K -20 -0.3%
TFP
1868
Triune Financial Partners
Kansas
$4.22M -$109K -160 -2%
HCA
1869
Harbour Capital Advisors
Virginia
$4.21M +$13.7K +20 +0.3%
JMA
1870
J.M. Arbour
Maine
$4.21M +$1.17M +1,719 +36%
CSPIA
1871
Cary Street Partners Investment Advisory
Virginia
$4.21M +$607K +889 +16%
PSA
1872
Plum Street Advisors
Louisiana
$4.2M -$184K -270 -4%
LWA
1873
Lifelong Wealth Advisors
Minnesota
$4.2M +$429K +628 +11%
PCMH
1874
Polymer Capital Management (HK)
Hong Kong
$4.18M +$683K +1,000 +19%
RWPA
1875
Richard W. Paul & Associates
Michigan
$4.18M -$308K -451 -7%
73 74
75
76 77