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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2101
REDW Wealth
New Mexico
$1.31M -$357K -714 -22%
AAM
2102
Austin Asset Management
Texas
$1.3M +$12.5K +25 +1%
MBTD
2103
Mechanics Bank - Trust Department
California
$1.3M – – –
KIG
2104
Kowal Investment Group
Wisconsin
$1.3M -$143K -286 -10%
SFS
2105
Security Financial Services
Indiana
$1.3M +$428K +856 +53%
TSM
2106
Two Star Manager
Florida
$1.3M +$1.23M +2,466 New
GA
2107
Goldstein Advisors
Wisconsin
$1.3M +$16K +32 +1%
BMC
2108
Benin Management Corp
Connecticut
$1.29M +$1.5K +3 +0.1%
NOI
2109
Newton One Investments
Delaware
$1.29M +$2K +4 +0.2%
SW
2110
SkyOak Wealth
Michigan
$1.29M +$152K +304 +14%
DWP
2111
Destiny Wealth Partners
Florida
$1.29M -$1.64M -3,282 -57%
XS
2112
XR Securities
Illinois
$1.28M +$1.22M +2,440 New
JCM
2113
Jacobi Capital Management
Pennsylvania
$1.28M +$54K +108 +5%
GC
2114
Garde Capital
Washington
$1.28M +$138K +275 +13%
HGERS
2115
Householder Group Estate & Retirement Specialist
Arizona
$1.28M -$15K -30 -1%
EFG
2116
Everhart Financial Group
Ohio
$1.28M -$249K -498 -17%
FMTC
2117
Farmers & Merchants Trust Company
California
$1.27M +$24.5K +49 +2%
TBC
2118
Ted Buchan & Co
California
$1.27M +$927K +1,853 +326%
CGL
2119
Clarius Group LLC
Washington
$1.27M -$207K -413 -15%
STB
2120
S&T Bank
Pennsylvania
$1.27M – – –
MS
2121
Madden Securities
Texas
$1.26M +$1.2M +2,405 New
GLR
2122
Great Lakes Retirement
Ohio
$1.26M -$557K -1,113 -32%
AIM
2123
Athena Investment Management
California
$1.26M – – –
HWP
2124
Highline Wealth Partners
California
$1.26M +$11.5K +23 +1%
R
2125
Rebalance
California
$1.25M +$19K +38 +2%
83 84
85
86 87