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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1876
Roxbury Financial
New Jersey
$3.2M +$295K +514 +11%
BWA
1877
BlueSky Wealth Advisors
North Carolina
$3.19M +$2.3K +4 +0.1%
WFAG
1878
Worth Financial Advisory Group
North Carolina
$3.18M +$80.4K +140 +3%
PWW
1879
Pettyjohn Wood & White
Virginia
$3.18M – – –
MIM
1880
Montgomery Investment Management
Maryland
$3.18M +$293K +511 +11%
BPFA
1881
Barnes Pettey Financial Advisors
Mississippi
$3.18M -$13.8K -24 -0.5%
MPI
1882
Mairs & Power Inc
Minnesota
$3.18M +$278K +484 +10%
EDRH
1883
Edmond de Rothschild Holding
Switzerland
$3.18M -$1.36M -2,371 -32%
FWA
1884
FSM Wealth Advisors
Ohio
$3.18M +$301K +525 +11%
ATWA
1885
Arbor Trust Wealth Advisors
Michigan
$3.17M -$48.2K -84 -2%
CI
1886
Ceera Investments
Texas
$3.17M +$574K +1,000 +24%
FM
1887
Family Management
New York
$3.17M +$380K +661 +15%
BFO
1888
Biltmore Family Office
North Carolina
$3.17M -$43.1K -75 -1%
CFA
1889
CWS Financial Advisors
Michigan
$3.17M -$81.5K -142 -3%
HFS
1890
Hughes Financial Services
Virginia
$3.16M -$333K -580 -10%
BSHC
1891
Breed's Hill Capital
Massachusetts
$3.16M +$419K +730 +17%
ME
1892
McIlrath & Eck
Washington
$3.16M -$463K -806 -14%
NBWM
1893
North Berkeley Wealth Management
California
$3.15M +$295K +514 +11%
CL
1894
CVFG LLC
Indiana
$3.15M +$98.8K +172 +4%
DWS
1895
Discipline Wealth Solutions
South Carolina
$3.14M +$288K +501 +11%
ECA
1896
Elevated Capital Advisors
Utah
$3.14M – – –
PCMF
1897
Private Capital Management (Florida)
Florida
$3.12M -$192K -335 -6%
FWM
1898
Forza Wealth Management
Florida
$3.12M +$1.3M +2,265 +82%
MSA
1899
McAlister Sweet & Associates
Texas
$3.11M -$39.8M -69,332 -93%
CAM
1900
Cidel Asset Management
Ontario, Canada
$3.11M -$50K -87 -2%
74 75
76
77 78