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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
2176
Clarius Group LLC
Washington
$1.4M +$556 +1 +0%
FMI
2177
F/M Investments
District of Columbia
$1.39M +$1.2M +2,159 +435%
TW
2178
TrinityPoint Wealth
Connecticut
$1.38M +$82.3K +148 +7%
MCM
2179
Morton Capital Management
California
$1.38M -$78.4K -141 -6%
SFA
2180
Seneca Financial Advisors
New York
$1.38M -$778K -1,399 -37%
CWM
2181
Cabot Wealth Management
Massachusetts
$1.37M +$206K +371 +18%
BWM
2182
Birchcreek Wealth Management
Ohio
$1.37M -$132K -238 -9%
MHB
2183
Midwest Heritage Bank
Iowa
$1.37M – – –
SW
2184
SkyOak Wealth
Michigan
$1.36M -$46.1K -83 -3%
AIM
2185
Athena Investment Management
California
$1.36M – – –
AFG
2186
ABLE Financial Group
Arizona
$1.36M +$57.8K +104 +5%
HWP
2187
Highline Wealth Partners
California
$1.36M -$15K -27 -1%
CA
2188
Corrado Advisors
New Jersey
$1.36M -$65.1K -117 -5%
HFS
2189
HBC Financial Services
Washington
$1.36M -$29.5K -53 -2%
KIM
2190
Kestra Investment Management
Texas
$1.36M +$810K +1,457 +163%
AAS
2191
Asset Allocation Strategies
Michigan
$1.35M +$1.09M +1,960 +514%
SA
2192
Skyline Advisors
Washington
$1.35M +$1.3M +2,339 New
BA
2193
Ballast Advisors
Minnesota
$1.35M -$124K -223 -9%
EFG
2194
Embree Financial Group
Illinois
$1.35M -$3.89K -7 -0.3%
BOM
2195
Bank of Marin
California
$1.34M +$226K +407 +21%
MIC
2196
Means Investment Company
Maine
$1.34M +$94K +169 +8%
LHWM
2197
Lake Hills Wealth Management
Texas
$1.34M – – –
CAL
2198
Capital Advisors Ltd
Ohio
$1.34M – – –
GWA
2199
Geometric Wealth Advisors
District of Columbia
$1.34M +$247K +445 +24%
KIG
2200
Kowal Investment Group
Wisconsin
$1.34M -$94.5K -170 -7%
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