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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2426
Frontier Asset Management
Wyoming
$2.21M -$64.1K -88 -3%
SHFG
2427
S Harris Financial Group
Texas
$2.19M -$10.9K -15 -0.5%
SWASL
2428
Spartan Wealth Advisory Services LLC
Michigan
$2.19M +$728 +1 +0%
HPC
2429
Hobart Private Capital
North Carolina
$2.19M -$844K -1,159 -28%
SWM
2430
Sterling Wealth Management
Illinois
$2.18M +$706K +969 +50%
RA
2431
Riversedge Advisors
Delaware
$2.18M -$277K -380 -12%
BWL
2432
Bogart Wealth LLC
Virginia
$2.18M +$21.8K +30 +1%
MMG
2433
Monetary Management Group
Missouri
$2.17M – – –
MA
2434
MKT Advisors
California
$2.17M -$1.46K -2 -0.1%
FA
2435
Fountainhead AM
New Jersey
$2.17M -$1.88M -2,587 -47%
WCMN
2436
Westchester Capital Management (Nebraska)
Nebraska
$2.17M – – –
1SB
2437
1ST Source Bank
Indiana
$2.17M -$406K -558 -16%
APW
2438
Atlantic Private Wealth
North Carolina
$2.16M -$49.5K -68 -2%
W
2439
Wealthquest
Ohio
$2.16M +$46.6K +64 +2%
GP
2440
Greenline Partners
New York
$2.15M – – –
SIG
2441
Spinnaker Investment Group
California
$2.15M +$1.85M +2,537 +751%
TW
2442
TritonPoint Wealth
Maryland
$2.15M +$278K +382 +15%
SSWM
2443
Smith Salley Wealth Management
North Carolina
$2.15M -$182K -250 -8%
TF
2444
Theory Financial
Colorado
$2.15M +$69.9K +96 +3%
TTWM
2445
TCV Trust & Wealth Management
Virginia
$2.15M -$105K -144 -5%
PPF
2446
Pacific Park Financial
California
$2.15M -$193K -265 -8%
BFIM
2447
Beese Fulmer Investment Management
Ohio
$2.14M +$78.6K +108 +4%
BOPW
2448
Brandywine Oak Private Wealth
Pennsylvania
$2.14M -$2.91K -4 -0.1%
LDB
2449
Lee, Danner & Bass
Tennessee
$2.13M -$69.2K -95 -3%
RIA
2450
Realta Investment Advisors
Delaware
$2.13M -$172K -236 -8%
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