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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
2401
Uptown Financial Advisors
Texas
$1.35M +$1.36M +2,292 New
CGL
2402
Clarius Group LLC
Washington
$1.35M -$76.4K -129 -5%
SSWM
2403
Smith Salley Wealth Management
North Carolina
$1.35M +$418K +707 +45%
NLWP
2404
Next Level Wealth Planning
Idaho
$1.35M +$1.35M +2,285 New
FMTC
2405
Farmers & Merchants Trust Company
California
$1.34M – – –
RA
2406
RoundAngle Advisors
New Jersey
$1.34M +$1.35M +2,277 New
MHB
2407
Midwest Heritage Bank
Iowa
$1.34M -$59.2K -100 -4%
CWA
2408
Crux Wealth Advisors
California
$1.34M +$1.35M +2,275 New
PP
2409
Patron Partners
Texas
$1.34M -$139K -234 -9%
PPC
2410
Pennington Partners & Co
Maryland
$1.33M +$1.34M +2,267 New
CAL
2411
Capital Advisors Ltd
Ohio
$1.33M -$33.7K -57 -2%
VCM
2412
Violich Capital Management
California
$1.33M +$166K +280 +14%
BCM
2413
Brookmont Capital Management
Texas
$1.33M -$256K -432 -16%
ULWM
2414
Upper Left Wealth Management
Florida
$1.33M +$429K +725 +47%
EGWAG
2415
Elwood & Goetz Wealth Advisory Group
Georgia
$1.32M -$122K -206 -8%
RP
2416
Reinhart Partners
Wisconsin
$1.32M – – –
PGWM
2417
Pitti Group Wealth Management
New York
$1.32M -$76.4K -129 -5%
CWMGP
2418
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.32M +$1.18K +2 +0.1%
HNWA
2419
Henrickson Nauta Wealth Advisors
Michigan
$1.32M -$24.9K -42 -2%
DSN
2420
D. Scott Neal
Kentucky
$1.32M +$213K +360 +19%
AMCA
2421
Arthur M. Cohen & Associates
Illinois
$1.31M +$3.55K +6 +0.3%
BI
2422
BFI Infinity
Switzerland
$1.3M +$1.31M +2,213 New
OHIS
2423
Oak Harvest Investment Services
Texas
$1.3M – – –
HFS
2424
HBC Financial Services
Washington
$1.3M -$71K -120 -5%
GWM
2425
Gibbs Wealth Management
Georgia
$1.3M +$108K +182 +9%
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97
98 99