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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
2351
GEN Financial Management
Minnesota
$1.47M +$1.48M +2,495 New
RFG
2352
Range Financial Group
Oregon
$1.47M +$188K +318 +15%
PA
2353
Parkside Advisors
California
$1.46M -$187K -316 -11%
JSSH
2354
J. Safra Sarasin Holding
$1.46M -$47.4K -80 -3%
CPSC
2355
Carl P. Sherr & Co
Massachusetts
$1.45M -$49.7K -84 -3%
SW
2356
SkyOak Wealth
Michigan
$1.45M +$57.4K +97 +4%
WW
2357
Waterfront Wealth
Kansas
$1.45M -$8.29K -14 -0.6%
KLI
2358
Kelman-Lazarov Inc
Tennessee
$1.44M -$400K -676 -22%
BFA
2359
Brown Financial Advisory
Alabama
$1.44M -$55K -93 -4%
MAWA
2360
Moss Adams Wealth Advisors
Washington
$1.44M -$418K -706 -22%
CP
2361
Canopy Partners
Ohio
$1.43M -$34.9K -59 -2%
FWA
2362
FSC Wealth Advisors
New York
$1.43M +$101K +170 +8%
GWA
2363
Geometric Wealth Advisors
District of Columbia
$1.42M +$59.2K +100 +4%
BWL
2364
Bogart Wealth LLC
Virginia
$1.42M -$18.9K -32 -1%
BFA
2365
Bragg Financial Advisors
North Carolina
$1.42M +$202K +342 +17%
WGC
2366
Watts Gwilliam & Co
Arizona
$1.42M -$42.6K -72 -3%
LDB
2367
Lee, Danner & Bass
Tennessee
$1.41M +$996K +1,682 +233%
CWM
2368
ClientFirst Wealth Management
Arkansas
$1.41M +$1.42M +2,391 New
SFA
2369
Seneca Financial Advisors
New York
$1.41M +$3.55K +6 +0.3%
CSPIA
2370
Cary Street Partners Investment Advisory
Virginia
$1.41M -$14.9M -25,100 -91%
PSC
2371
Prentiss Smith & Co
Vermont
$1.41M -$107K -180 -7%
WAS
2372
Wealth Advisory Solutions
Indiana
$1.41M +$133K +224 +10%
NCM
2373
NCM Capital Management
New Jersey
$1.4M -$29K -49 -2%
R
2374
Rebalance
California
$1.4M -$47.9K -81 -3%
CNB
2375
Camden National Bank
Maine
$1.4M -$30.2K -51 -2%
93 94
95
96 97