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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
2351
Capital Asset Advisory Services
Michigan
$1.49M +$469K +816 +52%
PAW
2352
Plan A Wealth
Nebraska
$1.49M +$396K +690 +40%
SFA
2353
Seneca Financial Advisors
New York
$1.49M +$1.72K +3 +0.1%
BFA
2354
Brown Financial Advisory
Alabama
$1.48M -$14.4K -25 -1%
CWM
2355
ClientFirst Wealth Management
Arkansas
$1.48M – – –
GAA
2356
Guardian Asset Advisors
Pennsylvania
$1.48M -$18.4K -32 -1%
CNB
2357
Camden National Bank
Maine
$1.48M +$15.5K +27 +1%
WW
2358
Waterfront Wealth
Kansas
$1.48M -$11.5K -20 -0.8%
AFAS
2359
Acorn Financial Advisory Services
Virginia
$1.47M -$143K -249 -9%
OHIS
2360
Oak Harvest Investment Services
Texas
$1.47M +$71.8K +125 +6%
FOR
2361
Family Office Research
Maryland
$1.47M +$574 +1 +0%
AWM
2362
Accel Wealth Management
Iowa
$1.47M – – –
MIG
2363
McGuire Investment Group
Rhode Island
$1.47M -$133K -231 -9%
LAM
2364
L2 Asset Management
Massachusetts
$1.47M +$1.36M +2,361 New
NLWP
2365
Next Level Wealth Planning
Idaho
$1.46M -$42.5K -74 -3%
CWM
2366
Copia Wealth Management
Oregon
$1.46M +$9.76K +17 +0.7%
SCM
2367
Sterling Capital Management
North Carolina
$1.46M +$99.3K +173 +8%
RA
2368
RoundAngle Advisors
New Jersey
$1.46M +$13.2K +23 +1%
PGWM
2369
Pitti Group Wealth Management
New York
$1.45M +$36.2K +63 +3%
EIM
2370
Ervin Investment Management
Washington
$1.45M -$108K -188 -7%
DWM
2371
Diversify Wealth Management
Utah
$1.45M -$25.3K -44 -2%
MKW
2372
Mullaney, Keating & Wright
Connecticut
$1.45M +$15.5K +27 +1%
AIM
2373
Athena Investment Management
California
$1.45M -$18.9K -33 -1%
CWM
2374
Cabot Wealth Management
Massachusetts
$1.44M – – –
HNWA
2375
Henrickson Nauta Wealth Advisors
Michigan
$1.44M +$1.15K +2 +0.1%
93 94
95
96 97