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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JMA
1876
J.M. Arbour
Maine
$4.21M +$1.17M +1,719 +36%
CSPIA
1877
Cary Street Partners Investment Advisory
Virginia
$4.21M +$607K +889 +16%
PSA
1878
Plum Street Advisors
Louisiana
$4.2M -$184K -270 -4%
LWA
1879
Lifelong Wealth Advisors
Minnesota
$4.2M +$429K +628 +11%
PCMH
1880
Polymer Capital Management (HK)
Hong Kong
$4.18M +$683K +1,000 +19%
RWPA
1881
Richard W. Paul & Associates
Michigan
$4.18M -$308K -451 -7%
BDWCC
1882
B&D White Capital Company
Texas
$4.17M -$18.1M -26,572 -81%
KWM
1883
Kaydan Wealth Management
Michigan
$4.17M +$109K +159 +3%
MFF
1884
Michels Family Financial
Texas
$4.15M -$15K -22 -0.3%
KHC
1885
Koesten Hirschmann & Crabtree
Kansas
$4.15M – – –
SCP
1886
Sandhill Capital Partners
New York
$4.15M +$2.45M +3,591 +130%
OE
1887
OFS Enterprise
Nebraska
$4.15M +$4.34M +6,349 New
PWG
1888
Portside Wealth Group
Utah
$4.15M -$361K -528 -8%
FPW
1889
Flywheel Private Wealth
California
$4.15M -$55.3K -81 -1%
CBT
1890
CoreFirst Bank & Trust
Kansas
$4.14M +$188K +275 +5%
CFA
1891
Cahill Financial Advisors
Minnesota
$4.14M -$395K -578 -8%
KBFS
1892
Kohmann Bosshard Financial Services
Ohio
$4.13M – – –
HIF
1893
Hill Island Financial
Michigan
$4.12M -$3.41K -5 -0.1%
AIM
1894
Allen Investment Management
New York
$4.12M +$184K +269 +4%
AT
1895
Arlington Trust
Alabama
$4.11M – – –
GWM
1896
GDS Wealth Management
Texas
$4.1M +$162K +237 +4%
TPWM
1897
Torrey-Payne Wealth Management
California
$4.09M +$242K +355 +6%
OKSA
1898
O'Keefe Stevens Advisory
New York
$4.09M +$4.28M +6,268 New
LWP
1899
Laurel Wealth Planning
Minnesota
$4.09M +$130K +190 +3%
FCB
1900
First County Bank
Connecticut
$4.07M – – –
74 75
76
77 78