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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
2401
Monetary Management Group
Missouri
$1.99M – – –
OHIS
2402
Oak Harvest Investment Services
Texas
$1.99M +$349K +514 +22%
WA
2403
Whipplewood Advisors
Colorado
$1.98M -$22.4K -33 -1%
WCMN
2404
Westchester Capital Management (Nebraska)
Nebraska
$1.98M – – –
TTWM
2405
TCV Trust & Wealth Management
Virginia
$1.98M -$227K -334 -10%
GP
2406
Greenline Partners
New York
$1.97M – – –
TNA
2407
True North Advisors
Texas
$1.97M +$432K +636 +28%
PAM
2408
Panagora Asset Management
Massachusetts
$1.96M +$97.8K +144 +5%
PL
2409
Plancorp LLC
Missouri
$1.96M +$19K +28 +1%
EFG
2410
Ehrlich Financial Group
California
$1.96M -$33.3K -49 -2%
BOPW
2411
Brandywine Oak Private Wealth
Pennsylvania
$1.96M +$16.3K +24 +0.8%
MAWA
2412
Moss Adams Wealth Advisors
Washington
$1.96M +$679 +1 +0%
BFG
2413
Beto Financial Group
Idaho
$1.95M +$1.9M +2,795 New
PL
2414
Parthenon LLC
Kentucky
$1.95M -$25.1K -37 -1%
R
2415
Rebalance
California
$1.94M +$14.9K +22 +0.8%
GIA
2416
Goodwin Investment Advisory
Georgia
$1.93M -$90.3K -133 -4%
RRA
2417
Round Rock Advisors
Connecticut
$1.93M +$153K +226 +9%
LWANC
2418
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.93M -$1.03M -1,516 -35%
TFA
2419
Trinity Financial Advisors
Ohio
$1.92M +$166K +244 +10%
FMI
2420
F/M Investments
District of Columbia
$1.92M -$12.9K -19 -0.7%
FA
2421
Fiduciary Alliance
South Carolina
$1.92M +$307K +452 +19%
AWM
2422
Accurate Wealth Management
Florida
$1.92M +$50.9K +75 +3%
FCT
2423
First Community Trust
Iowa
$1.91M – – –
VWM
2424
Vigilare Wealth Management
Arizona
$1.9M -$105K -154 -5%
AFA
2425
Amicus Financial Advisors
Texas
$1.9M +$1.89M +2,777 New
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97
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