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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2376
EPIQ Partners
Minnesota
$2.34M +$126K +173 +6%
SWM
2377
StoneCrest Wealth Management
Arizona
$2.33M -$253K -347 -10%
PWP
2378
Perfromance Wealth Partners
Illinois
$2.33M +$13.8K +19 +0.6%
FAM
2379
Formidable Asset Management
Ohio
$2.33M -$21.8K -30 -0.8%
KCAM
2380
Kagan Cocozza Asset Management
New Jersey
$2.32M +$12.4K +17 +0.6%
CFO
2381
Collective Family Office
Pennsylvania
$2.31M – – –
AWA
2382
Arbor Wealth Advisors
Michigan
$2.31M +$5.83K +8 +0.3%
FFG
2383
Fortress Financial Group
Minnesota
$2.31M -$17.5K -24 -0.8%
HWP
2384
Highline Wealth Partners
California
$2.3M -$993K -1,363 -31%
RCP
2385
Roan Capital Partners
Tennessee
$2.3M -$246K -338 -10%
IDA
2386
Intelligence Driven Advisers
California
$2.3M +$356K +489 +19%
BMC
2387
Benin Management Corp
Connecticut
$2.3M +$102K +140 +5%
GWM
2388
Greenwich Wealth Management
Connecticut
$2.29M -$30.6K -42 -1%
DWA
2389
Delap Wealth Advisory
Oregon
$2.28M -$20.4K -28 -0.9%
LWANC
2390
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.28M +$109K +149 +5%
PWS
2391
Precision Wealth Strategies
Missouri
$2.27M -$569K -782 -20%
GD
2392
Grandfield & Dodd
New York
$2.27M -$83K -114 -4%
HDIM
2393
Hanson & Doremus Investment Management
Vermont
$2.27M +$1.97M +2,708 +841%
JIR
2394
James Investment Research
Ohio
$2.26M -$93.9K -129 -4%
RA
2395
Rodgers & Associates
Pennsylvania
$2.26M -$86.7K -119 -4%
TCOT
2396
Trust Company of Tennessee
Tennessee
$2.25M -$336K -462 -13%
MPCL
2397
My Personal CFO LLC
Washington
$2.25M +$25.5K +35 +1%
ZIG
2398
Zullo Investment Group
Pennsylvania
$2.25M -$21.1K -29 -1%
AI
2399
Axiom Investors
Connecticut
$2.25M +$72.8K +100 +3%
CB
2400
CNB Bank
Pennsylvania
$2.24M – – –
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96
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