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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2426
Spinnaker Investment Group
California
$2.15M +$1.85M +2,537 +751%
TW
2427
TritonPoint Wealth
Maryland
$2.15M +$278K +382 +15%
SSWM
2428
Smith Salley Wealth Management
North Carolina
$2.15M -$182K -250 -8%
TF
2429
Theory Financial
Colorado
$2.15M +$69.9K +96 +3%
TTWM
2430
TCV Trust & Wealth Management
Virginia
$2.15M -$105K -144 -5%
PPF
2431
Pacific Park Financial
California
$2.15M -$193K -265 -8%
BFIM
2432
Beese Fulmer Investment Management
Ohio
$2.14M +$78.6K +108 +4%
BOPW
2433
Brandywine Oak Private Wealth
Pennsylvania
$2.14M -$2.91K -4 -0.1%
LDB
2434
Lee, Danner & Bass
Tennessee
$2.13M -$69.2K -95 -3%
RIA
2435
Realta Investment Advisors
Delaware
$2.13M -$172K -236 -8%
RWA
2436
Reicon Wealth Advisors
Georgia
$2.13M +$1.09M +1,500 +111%
VAM
2437
Vienna Asset Management
California
$2.13M +$1.82M +2,501 +727%
DA
2438
Drake & Associates
Wisconsin
$2.13M +$188K +258 +10%
T
2439
Tableaux
Massachusetts
$2.11M -$207K -284 -9%
LCM
2440
Lazari Capital Management
California
$2.11M -$6.55K -9 -0.3%
MIM
2441
Marco Investment Management
Georgia
$2.1M -$51K -70 -2%
WIM
2442
Warwick Investment Management
Texas
$2.1M +$895K +1,229 +78%
R
2443
Rebalance
California
$2.09M -$32K -44 -2%
GWM
2444
Goldenstone Wealth Management
California
$2.09M +$602K +827 +42%
KCM
2445
Kornitzer Capital Management
Kansas
$2.09M – – –
MWM
2446
Maridea Wealth Management
New York
$2.09M +$245K +337 +14%
FCT
2447
First Community Trust
Iowa
$2.09M – – –
HFAS
2448
Hummer Financial Advisory Services
Illinois
$2.08M – – –
MCM
2449
Morton Capital Management
California
$2.07M -$378K -519 -16%
OHIS
2450
Oak Harvest Investment Services
Texas
$2.07M +$40.1K +55 +2%
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98
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