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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWASL
2376
Spartan Wealth Advisory Services LLC
Michigan
$1.91M +$2M +2,926 New
CWM
2377
Cabot Wealth Management
Massachusetts
$1.9M +$410K +600 +26%
DFC
2378
DBK Financial Counsel
Ohio
$1.9M -$273K -400 -12%
ZI
2379
ZEGA Investments
Florida
$1.9M -$33.5K -49 -2%
PAM
2380
Panagora Asset Management
Massachusetts
$1.9M +$24.6K +36 +1%
MMG
2381
Monetary Management Group
Missouri
$1.89M – – –
AI
2382
Axiom Investors
Connecticut
$1.89M +$205K +300 +12%
GWL
2383
Generations Wealth LLC
Ohio
$1.89M -$13.7K -20 -0.7%
WCMN
2384
Westchester Capital Management (Nebraska)
Nebraska
$1.89M – – –
EPAM
2385
Evelyn Partners Asset Management
$1.89M +$104K +153 +6%
BWL
2386
Bogart Wealth LLC
Virginia
$1.88M +$201K +294 +11%
MIM
2387
Marco Investment Management
Georgia
$1.88M +$1.27M +1,865 +184%
TWA
2388
Talisman Wealth Advisors
New Jersey
$1.88M +$238K +349 +14%
GP
2389
Greenline Partners
New York
$1.88M – – –
AFO
2390
Allie Family Office
Florida
$1.87M +$182K +266 +10%
CPWA
2391
Cerro Pacific Wealth Advisors
California
$1.87M -$343K -502 -15%
BOPW
2392
Brandywine Oak Private Wealth
Pennsylvania
$1.87M +$3.41K +5 +0.2%
MAWA
2393
Moss Adams Wealth Advisors
Washington
$1.87M +$683 +1 +0%
WFAG
2394
Worth Financial Advisory Group
North Carolina
$1.86M -$2.15M -3,151 -62%
BFG
2395
Beto Financial Group
Idaho
$1.86M -$184K -270 -10%
R
2396
Rebalance
California
$1.86M +$4.78K +7 +0.2%
PPW
2397
Parcion Private Wealth
Washington
$1.85M -$609M -891,581 -100%
IFWM
2398
Institute for Wealth Management
Colorado
$1.85M +$122K +178 +7%
GIA
2399
Goodwin Investment Advisory
Georgia
$1.85M – – –
LCM
2400
Lazari Capital Management
California
$1.84M -$109K -159 -5%
94 95
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97 98