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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
2276
Summit Wealth Group
Vermont
$1.67M +$765K +1,332 +99%
SCP
2277
Sandhill Capital Partners
New York
$1.67M -$90.7K -158 -6%
EE
2278
EWG Elevate
California
$1.66M -$2.21M -3,843 -59%
SLC
2279
Second Line Capital
Louisiana
$1.66M -$154K -269 -9%
FAG
2280
Fortitude Advisory Group
Washington
$1.66M +$125K +217 +9%
MCM
2281
Morton Capital Management
California
$1.65M -$39.6K -69 -3%
FWM
2282
Fonville Wealth Management
Virginia
$1.65M – – –
BFIM
2283
Beese Fulmer Investment Management
Ohio
$1.65M +$269K +468 +21%
LA
2284
LexAurum Advisors
Kansas
$1.65M -$208K -363 -12%
CA
2285
Clune & Associates
Illinois
$1.64M +$295K +513 +24%
IDA
2286
Intelligence Driven Advisers
California
$1.64M -$5.74K -10 -0.4%
CKAIS
2287
Christensen King & Associates Investment Services
Washington
$1.63M +$53.4K +93 +4%
EM
2288
Excalibur Management
Massachusetts
$1.63M – – –
AIA
2289
Arbor Investment Advisors
North Carolina
$1.62M – – –
FWP
2290
Family Wealth Partners
North Carolina
$1.62M – – –
SIC
2291
Samalin Investment Counsel
New York
$1.62M +$108K +188 +8%
IFWM
2292
Institute for Wealth Management
Colorado
$1.62M -$528K -919 -26%
CICC
2293
Capital Investment Counsel (Colorado)
Colorado
$1.62M -$70K -122 -4%
IDBONY
2294
Israel Discount Bank of New York
New York
$1.62M -$281K -489 -16%
SO
2295
Sierra Ocean
California
$1.61M -$48.2K -84 -3%
WGC
2296
Watts Gwilliam & Co
Arizona
$1.61M -$285K -497 -17%
KLI
2297
Kelman-Lazarov Inc
Tennessee
$1.6M -$75.8K -132 -5%
LFG
2298
Lockerman Financial Group
California
$1.6M -$299K -521 -17%
OFI
2299
Outbound Financial Inc
Colorado
$1.6M +$1.48M +2,575 New
TFA
2300
Toth Financial Advisory
Virginia
$1.6M +$93.6K +163 +7%
90 91
92
93 94