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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2376
Paragon Private Wealth Management
Kentucky
$808K +$573K +1,090 +282%
MIAS
2377
Mason Investment Advisory Services
Virginia
$801K -$63.1K -120 -8%
WWP
2378
Walden Wealth Partners
Ohio
$796K +$68.4K +130 +10%
CIA
2379
Cape Investment Advisory
Georgia
$792K -$18.9K -36 -2%
SC
2380
Shearwater Capital
Colorado
$789K – – –
WFA
2381
Wade Financial Advisory
California
$789K – – –
CMS
2382
Capital Market Strategies
Florida
$787K -$3.68K -7 -0.5%
SCA
2383
STALEY CAPITAL ADVISERS
Pennsylvania
$787K +$71K +135 +10%
AC
2384
Apella Capital
Connecticut
$786K +$52.1K +99 +8%
MWA
2385
Monograph Wealth Advisors
California
$786K – – –
SWM
2386
Seaside Wealth Management
California
$786K -$5.26K -10 -0.7%
AWAG
2387
ARS Wealth Advisors Group
Florida
$785K -$3.15K -6 -0.4%
IFO
2388
Independent Family Office
New York
$785K – – –
DI
2389
DDFG Inc
California
$782K +$1.05K +2 +0.1%
EB
2390
Emprise Bank
Kansas
$775K +$745K +1,417 New
CWM
2391
Chemistry Wealth Management
New York
$775K +$1.58K +3 +0.2%
CWA
2392
Clearview Wealth Advisors
Oregon
$774K -$2.63K -5 -0.4%
FMB
2393
Field & Main Bank
Kentucky
$771K +$741K +1,409 New
BSI
2394
Bennett Selby Investments
Maine
$771K – – –
CISOA
2395
Capital Investment Services of America
Wisconsin
$770K -$55.7K -106 -7%
AWA
2396
Amplius Wealth Advisors
Pennsylvania
$768K +$738K +1,403 New
HCM
2397
Hudson Capital Management
New Jersey
$766K -$7.89K -15 -1%
IRAG
2398
Investment Research & Advisory Group
Georgia
$766K -$5.26K -10 -0.7%
RSA
2399
River Street Advisors
Illinois
$762K +$732K +1,392 New
GC
2400
Gibson Capital
Pennsylvania
$761K -$3.15K -6 -0.4%
94 95
96
97 98