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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2401
Amicus Financial Advisors
Texas
$2.24M +$210K +289 +11%
FMTC
2402
Farmers & Merchants Trust Company
California
$2.23M +$466K +640 +27%
SG
2403
Sankala Group
Colorado
$2.23M -$98.3K -135 -4%
BI
2404
Bolthouse Investments
California
$2.23M -$2.91K -4 -0.1%
PA
2405
PSI Advisors
Florida
$2.22M -$45.1K -62 -2%
GAM
2406
GEM Asset Management
Michigan
$2.22M +$2.19K +3 +0.1%
SPC
2407
Spirepoint Private Client
Florida
$2.22M -$403K -553 -16%
NLP
2408
Next Level Private
New York
$2.21M -$57.5K -79 -3%
SP
2409
Sequent Planning
Nebraska
$2.21M +$630K +865 +41%
HCM
2410
Howland Capital Management
Massachusetts
$2.21M -$214K -294 -9%
FAM
2411
Frontier Asset Management
Wyoming
$2.21M -$64.1K -88 -3%
SHFG
2412
S Harris Financial Group
Texas
$2.19M -$10.9K -15 -0.5%
SWASL
2413
Spartan Wealth Advisory Services LLC
Michigan
$2.19M +$728 +1 +0%
HPC
2414
Hobart Private Capital
North Carolina
$2.19M -$844K -1,159 -28%
SWM
2415
Sterling Wealth Management
Illinois
$2.18M +$706K +969 +50%
RA
2416
Riversedge Advisors
Delaware
$2.18M -$277K -380 -12%
BWL
2417
Bogart Wealth LLC
Virginia
$2.18M +$21.8K +30 +1%
MMG
2418
Monetary Management Group
Missouri
$2.17M – – –
MA
2419
MKT Advisors
California
$2.17M -$1.46K -2 -0.1%
FA
2420
Fountainhead AM
New Jersey
$2.17M -$1.88M -2,587 -47%
WCMN
2421
Westchester Capital Management (Nebraska)
Nebraska
$2.17M – – –
1SB
2422
1ST Source Bank
Indiana
$2.17M -$406K -558 -16%
APW
2423
Atlantic Private Wealth
North Carolina
$2.16M -$49.5K -68 -2%
W
2424
Wealthquest
Ohio
$2.16M +$46.6K +64 +2%
GP
2425
Greenline Partners
New York
$2.15M – – –
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