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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
1876
New Jersey Better Educational Savings Trust
New Jersey
$5.04M – – –
BAM
1877
BOS Asset Management
Illinois
$5.03M +$13.8K +19 +0.3%
OCFG
1878
O'Connor Financial Group
Illinois
$5.02M -$124K -170 -2%
WAM
1879
WNY Asset Management
New York
$5.01M +$33.5K +46 +0.7%
HWM
1880
Howard Wealth Management
Connecticut
$5M -$103K -141 -2%
CC
1881
Corsicana & Co
Texas
$4.99M +$167K +230 +4%
OPWM
1882
Oakwell Private Wealth Management
Texas
$4.98M – – –
WFMPM
1883
Woodley Farra Manion Portfolio Management
Indiana
$4.98M +$570K +783 +13%
IA
1884
Insight Advisors
Pennsylvania
$4.97M +$67K +92 +1%
FUBT
1885
First United Bank & Trust
Maryland
$4.97M -$14.6K -20 -0.3%
PFWA
1886
Paces Ferry Wealth Advisors
Georgia
$4.97M -$132K -181 -3%
TWM
1887
Thrive Wealth Management
Pennsylvania
$4.97M +$53.9K +74 +1%
TSW
1888
Three Seasons Wealth
Utah
$4.93M -$142K -195 -3%
DM
1889
Diversified Management
Wisconsin
$4.92M -$347K -476 -7%
CPCM
1890
Cornerstone Partners Capital Management
Virginia
$4.92M -$209K -287 -4%
HAP
1891
Harbor Asset Planning
Massachusetts
$4.92M -$275K -378 -5%
HA
1892
Helium Advisors
Washington
$4.92M -$17.5K -24 -0.4%
PG
1893
Prostatis Group
Maryland
$4.91M -$272K -373 -5%
MWM
1894
MY Wealth Management
Maryland
$4.91M -$10M -13,749 -68%
EDRH
1895
Edmond de Rothschild Holding
Switzerland
$4.9M -$14.6K -20 -0.3%
BFO
1896
Boston Family Office
Massachusetts
$4.89M -$8.74K -12 -0.2%
KWM
1897
Kaydan Wealth Management
Michigan
$4.89M +$102K +140 +2%
MWPCG
1898
Measured Wealth Private Client Group
New Hampshire
$4.87M -$183K -251 -4%
SIA
1899
Strategic Investment Advisors
Michigan
$4.87M +$1.24M +1,704 +36%
SJGA
1900
Stephen J. Garry & Associates
New York
$4.86M -$310K -426 -6%
74 75
76
77 78