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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
2376
Navellier & Associates
Nevada
$810K – – –
SL
2377
Summitry LLC
California
$810K +$526 +1 +0.1%
PPWM
2378
Paragon Private Wealth Management
Kentucky
$808K +$573K +1,090 +282%
MIAS
2379
Mason Investment Advisory Services
Virginia
$801K -$63.1K -120 -8%
WWP
2380
Walden Wealth Partners
Ohio
$796K +$68.4K +130 +10%
CIA
2381
Cape Investment Advisory
Georgia
$792K -$18.9K -36 -2%
SC
2382
Shearwater Capital
Colorado
$789K – – –
WFA
2383
Wade Financial Advisory
California
$789K – – –
CMS
2384
Capital Market Strategies
Florida
$787K -$3.68K -7 -0.5%
SCA
2385
STALEY CAPITAL ADVISERS
Pennsylvania
$787K +$71K +135 +10%
AC
2386
Apella Capital
Connecticut
$786K +$52.1K +99 +8%
MWA
2387
Monograph Wealth Advisors
California
$786K – – –
SWM
2388
Seaside Wealth Management
California
$786K -$5.26K -10 -0.7%
AWAG
2389
ARS Wealth Advisors Group
Florida
$785K -$3.15K -6 -0.4%
IFO
2390
Independent Family Office
New York
$785K – – –
DI
2391
DDFG Inc
California
$782K +$1.05K +2 +0.1%
EB
2392
Emprise Bank
Kansas
$775K +$745K +1,417 New
CWM
2393
Chemistry Wealth Management
New York
$775K +$1.58K +3 +0.2%
CWA
2394
Clearview Wealth Advisors
Oregon
$774K -$2.63K -5 -0.4%
FMB
2395
Field & Main Bank
Kentucky
$771K +$741K +1,409 New
BSI
2396
Bennett Selby Investments
Maine
$771K – – –
CISOA
2397
Capital Investment Services of America
Wisconsin
$770K -$55.7K -106 -7%
AWA
2398
Amplius Wealth Advisors
Pennsylvania
$768K +$738K +1,403 New
HCM
2399
Hudson Capital Management
New Jersey
$766K -$7.89K -15 -1%
IRAG
2400
Investment Research & Advisory Group
Georgia
$766K -$5.26K -10 -0.7%
94 95
96
97 98