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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UCMOK
1951
United Capital Management of KS
Kansas
$2.83M -$233K -393 -8%
HFS
1952
Hopwood Financial Services
Virginia
$2.82M +$2.84M +4,797 New
IDBONY
1953
Israel Discount Bank of New York
New York
$2.82M -$1.39M -2,351 -33%
GCM
1954
Generation Capital Management
New York
$2.82M +$2.84M +4,793 New
TCWM
1955
Total Clarity Wealth Management
Illinois
$2.82M -$537K -908 -16%
EWA
1956
Encompass Wealth Advisors
Oregon
$2.82M +$544K +919 +24%
CWM
1957
Castle Wealth Management
Florida
$2.82M -$190K -321 -6%
LWP
1958
Laurel Wealth Planning
Minnesota
$2.81M -$181K -305 -6%
SIMG
1959
Sonora Investment Management Group
Arizona
$2.81M -$44.4K -75 -2%
WAG
1960
Wallace Advisory Group
California
$2.8M -$277K -468 -9%
MCM
1961
Mengis Capital Management
Oregon
$2.8M -$12.4K -21 -0.4%
OWMIAS
1962
One Wealth Management Investment & Advisory Services
Florida
$2.8M -$59.8K -101 -2%
IBOK
1963
Independence Bank of Kentucky
Kentucky
$2.8M +$894K +1,511 +47%
RMDI
1964
R.M. Davis Inc
Maine
$2.79M -$33.7K -57 -1%
FSA
1965
Financial Services Advisory
Maryland
$2.79M -$7.1M -11,993 -72%
AWM
1966
Aprio Wealth Management
Georgia
$2.78M +$262K +443 +10%
SPWM
1967
Spartan Planning & Wealth Management
North Carolina
$2.78M +$2.8M +4,725 New
DC
1968
Darrow Company
Massachusetts
$2.78M -$8.88K -15 -0.3%
MA
1969
MONECO Advisors
Connecticut
$2.77M +$434K +734 +18%
FWA
1970
FSM Wealth Advisors
Ohio
$2.76M -$10.7K -18 -0.4%
GIA
1971
Goodwin Investment Advisory
Georgia
$2.76M -$27.8K -47 -1%
GJWM
1972
Gilliland Jeter Wealth Management
Arkansas
$2.75M +$421K +712 +18%
SA
1973
SRH Advisors
Kansas
$2.75M – – –
MHC
1974
Meyer Handelman Company
New York
$2.75M – – –
FFS
1975
Fortress Financial Solutions
Arizona
$2.75M +$2.76M +4,669 New
77 78
79
80 81