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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1876
First Bank & Trust
South Dakota
$2.87M +$1M +1,698 +50%
CF
1877
Corrigan Financial
Rhode Island
$2.87M +$71.5K +121 +2%
VWM
1878
Valley Wealth Managers
New Jersey
$2.87M -$137K -232 -4%
CAM
1879
Cidel Asset Management
Ontario, Canada
$2.86M – – –
TAM
1880
Titleist Asset Management
Texas
$2.86M +$50.2K +85 +2%
RFA
1881
Resurgent Financial Advisors
Georgia
$2.86M -$182K -309 -6%
EA
1882
Efficient Advisors
Ohio
$2.86M -$629K -1,066 -17%
NC
1883
Napatree Capital
Rhode Island
$2.86M +$126K +214 +4%
GSEP
1884
Golden State Equity Partners
California
$2.85M +$65K +110 +2%
SWA
1885
Sterling Wealth Advisors
Florida
$2.84M – – –
ULWM
1886
Upper Left Wealth Management
Florida
$2.83M +$1.65M +2,787 +124%
GFPC
1887
Global Financial Private Client
Florida
$2.83M -$172K -292 -5%
TCWM
1888
Total Clarity Wealth Management
Illinois
$2.82M – – –
SCTC
1889
Sanibel Captiva Trust Company
Florida
$2.81M – – –
HWM
1890
Howard Wealth Management
Connecticut
$2.81M -$115K -195 -4%
SFWA
1891
Summit Financial Wealth Advisors
Louisiana
$2.8M -$118K -200 -4%
WFAG
1892
Worth Financial Advisory Group
North Carolina
$2.8M -$101K -171 -3%
CCM
1893
Chilton Capital Management
Texas
$2.8M -$106K -179 -3%
AIM
1894
Arcadia Investment Management
Michigan
$2.79M +$1.18K +2 +0%
AP
1895
Appleton Partners
Massachusetts
$2.79M +$17.1K +29 +0.6%
MGW
1896
MB Generational Wealth
Washington
$2.78M – – –
KBFS
1897
Kohmann Bosshard Financial Services
Ohio
$2.78M – – –
KCM
1898
Kennicott Capital Management
California
$2.78M -$6.4M -10,839 -69%
APC
1899
Aspire Private Capital
North Carolina
$2.78M -$344K -582 -11%
NA
1900
Novus Advisors
South Carolina
$2.77M -$417K -707 -13%
74 75
76
77 78