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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2101
Berger Financial Group
Minnesota
$1.31M +$70.6K +141 +6%
OHIS
2102
Oak Harvest Investment Services
Texas
$1.31M +$2.5K +5 +0.2%
RW
2103
REDW Wealth
New Mexico
$1.31M -$357K -714 -22%
AAM
2104
Austin Asset Management
Texas
$1.3M +$12.5K +25 +1%
MBTD
2105
Mechanics Bank - Trust Department
California
$1.3M – – –
KIG
2106
Kowal Investment Group
Wisconsin
$1.3M -$143K -286 -10%
SFS
2107
Security Financial Services
Indiana
$1.3M +$428K +856 +53%
TSM
2108
Two Star Manager
Florida
$1.3M +$1.23M +2,466 New
GA
2109
Goldstein Advisors
Wisconsin
$1.3M +$16K +32 +1%
BMC
2110
Benin Management Corp
Connecticut
$1.29M +$1.5K +3 +0.1%
NOI
2111
Newton One Investments
Delaware
$1.29M +$2K +4 +0.2%
SW
2112
SkyOak Wealth
Michigan
$1.29M +$152K +304 +14%
DWP
2113
Destiny Wealth Partners
Florida
$1.29M -$1.64M -3,282 -57%
XS
2114
XR Securities
Illinois
$1.28M +$1.22M +2,440 New
JCM
2115
Jacobi Capital Management
Pennsylvania
$1.28M +$54K +108 +5%
GC
2116
Garde Capital
Washington
$1.28M +$138K +275 +13%
HGERS
2117
Householder Group Estate & Retirement Specialist
Arizona
$1.28M -$15K -30 -1%
EFG
2118
Everhart Financial Group
Ohio
$1.28M -$249K -498 -17%
FMTC
2119
Farmers & Merchants Trust Company
California
$1.27M +$24.5K +49 +2%
TBC
2120
Ted Buchan & Co
California
$1.27M +$927K +1,853 +326%
CGL
2121
Clarius Group LLC
Washington
$1.27M -$207K -413 -15%
STB
2122
S&T Bank
Pennsylvania
$1.27M – – –
MS
2123
Madden Securities
Texas
$1.26M +$1.2M +2,405 New
GLR
2124
Great Lakes Retirement
Ohio
$1.26M -$557K -1,113 -32%
AIM
2125
Athena Investment Management
California
$1.26M – – –
83 84
85
86 87