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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2451
Milestone Asset Management
Pennsylvania
$622K -$49K -98 -8%
MGI
2452
MayTech Global Investments
New York
$621K +$500 +1 +0.1%
TCM
2453
Tandem Capital Management
New Jersey
$621K +$11.5K +23 +2%
FFP
2454
FourThought Financial Partners
Florida
$621K -$21K -42 -3%
IPW
2455
Impact Partnership Wealth
Georgia
$618K -$44K -88 -7%
FI
2456
FWG Investments
Kentucky
$616K -$29K -58 -5%
CI
2457
CPR Investments
Michigan
$613K -$46K -92 -7%
MIM
2458
Marco Investment Management
Georgia
$613K +$64.5K +129 +12%
KV
2459
Kickstand Ventures
New York
$612K +$80.1K +160 +16%
ISL
2460
Ingalls & Snyder LLC
New York
$612K -$60K -120 -9%
WP
2461
Wealthspan Partners
Iowa
$609K +$580K +1,159 New
IC
2462
Inscription Capital
Texas
$609K +$184K +367 +46%
WW
2463
Waterfront Wealth
Kansas
$606K -$85.1K -170 -12%
OIM
2464
Opus Investment Management
Massachusetts
$605K – – –
SFP
2465
Strategic Financial Planning
Texas
$604K – – –
AP
2466
Americana Partners
Texas
$604K +$277K +554 +93%
FWM
2467
FSA Wealth Management
Massachusetts
$603K +$500 +1 +0.1%
GCP
2468
Gill Capital Partners
Colorado
$601K -$1.5K -3 -0.3%
ST
2469
Somerset Trust
Pennsylvania
$601K -$5K -10 -0.9%
KCFA
2470
Key Client Fiduciary Advisors
New Jersey
$601K -$99.1K -198 -15%
ST
2471
Spinnaker Trust
Maine
$598K +$25.5K +51 +5%
MPIA
2472
Mountain Pacific Investment Advisers
Idaho
$597K – – –
CAM
2473
Congress Asset Management
Massachusetts
$596K -$7.93M -15,858 -93%
CWP
2474
CFM Wealth Partners
Texas
$595K +$79.1K +158 +16%
PIP
2475
Peachtree Investment Partners
Florida
$595K +$166K +331 +41%
97 98
99
100 101