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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
2251
Urban Wealth Management
California
$2.3M – – –
ACM
2252
Aspen Capital Management
Idaho
$2.3M -$75.8K -111 -3%
FAI
2253
Fiduciary Advisors Inc
Missouri
$2.3M -$113K -166 -5%
GSIAS
2254
Garden State Investment Advisory Services
New Jersey
$2.29M -$363K -531 -13%
SPC
2255
Spirepoint Private Client
Florida
$2.29M -$1.19M -1,738 -33%
VCM
2256
Versant Capital Management
Arizona
$2.29M -$68.3K -100 -3%
FPB
2257
First PREMIER Bank
South Dakota
$2.29M -$17.8K -26 -0.7%
ASCM
2258
Adkins Seale Capital Management
Louisiana
$2.29M -$64.2K -94 -3%
DI
2259
Disciplined Investments
Oklahoma
$2.28M -$33.5K -49 -1%
ACP
2260
Aviance Capital Partners
Florida
$2.27M +$5.46K +8 +0.2%
YP
2261
YANKCOM Partnership
South Dakota
$2.27M +$112K +164 +5%
TCOT
2262
Trust Company of Tennessee
Tennessee
$2.27M -$337K -493 -12%
BTWM
2263
Baker Tilly Wealth Management
Wisconsin
$2.27M +$88.8K +130 +4%
SWM
2264
StoneCrest Wealth Management
Arizona
$2.26M -$60.1K -88 -2%
UBP
2265
Union Bancaire Privee
Switzerland
$2.26M +$415K +608 +16%
TWM
2266
Tradition Wealth Management
Minnesota
$2.26M +$78.5K +115 +3%
GJIA
2267
Glass Jacobson Investment Advisors
Maryland
$2.26M -$204K -299 -8%
OWA
2268
Octavia Wealth Advisors
Ohio
$2.26M +$133K +195 +6%
1SB
2269
1ST Source Bank
Indiana
$2.25M -$50.5K -74 -2%
WCM
2270
Weik Capital Management
Pennsylvania
$2.25M +$8.88K +13 +0.4%
HFP
2271
Holistic Financial Partners
Indiana
$2.24M +$976K +1,430 +71%
LOPW
2272
Live Oak Private Wealth
North Carolina
$2.23M +$14.3K +21 +0.6%
RPWA
2273
Regent Peak Wealth Advisors
Georgia
$2.23M +$176K +258 +8%
RCP
2274
Roan Capital Partners
Tennessee
$2.23M +$2.33M +3,409 New
TFA
2275
Toth Financial Advisory
Virginia
$2.22M +$111K +163 +5%
89 90
91
92 93