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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NBWM
1901
North Berkeley Wealth Management
California
$3.44M +$45.1K +70 +1%
PWM
1902
Praetorian Wealth Management
California
$3.44M +$3.31M +5,143 New
TCWM
1903
Total Clarity Wealth Management
Illinois
$3.44M -$213K -331 -6%
SG
1904
Strid Group
Pennsylvania
$3.44M -$157K -244 -5%
ADL
1905
Asset Dedication LLC
California
$3.43M -$382K -593 -10%
CNBT
1906
Canandaigua National Bank & Trust
New York
$3.43M -$77.9K -121 -2%
ME
1907
McIlrath & Eck
Washington
$3.43M +$21.3K +33 +0.6%
RF
1908
Roxbury Financial
New Jersey
$3.43M -$21.3K -33 -0.6%
EE
1909
EWG Elevate
California
$3.42M +$1.57M +2,432 +91%
BFO
1910
Biltmore Family Office
North Carolina
$3.42M -$1.29K -2 -0%
FAM
1911
Frontier Asset Management
Wyoming
$3.42M -$159K -247 -5%
TPA
1912
Trivium Point Advisory
Connecticut
$3.41M -$2.24M -3,479 -41%
APW
1913
Austin Private Wealth
Texas
$3.41M +$167K +260 +5%
ATWA
1914
Arbor Trust Wealth Advisors
Michigan
$3.4M -$18.7K -29 -0.6%
DCM
1915
Donaldson Capital Management
Indiana
$3.4M +$1.49M +2,308 +83%
AIM
1916
Arcadia Investment Management
Michigan
$3.38M +$58K +90 +2%
ECA
1917
Elevated Capital Advisors
Utah
$3.38M -$341K -530 -9%
HFS
1918
Hughes Financial Services
Virginia
$3.37M -$31.6K -49 -1%
TWP
1919
Triad Wealth Partners
Kansas
$3.37M +$1.26M +1,951 +63%
BPFA
1920
Barnes Pettey Financial Advisors
Mississippi
$3.37M -$52.8K -82 -2%
FM
1921
Family Management
New York
$3.37M -$50.9K -79 -2%
CL
1922
CVFG LLC
Indiana
$3.37M -$29K -45 -0.9%
CFG
1923
Certior Financial Group
Pennsylvania
$3.36M -$306K -475 -9%
CFA
1924
CWS Financial Advisors
Michigan
$3.36M -$50.2K -78 -2%
CAM
1925
Cidel Asset Management
Ontario, Canada
$3.35M – – –
75 76
77
78 79