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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2476
Compass Wealth Management
Connecticut
$515K +$228K +509 +89%
FNBOMD
2477
First National Bank of Mount Dora
Florida
$514K – – –
CW
2478
Channel Wealth
California
$513K -$194K -434 -29%
EVM
2479
Evelyn V. Moreno
$513K – – –
HA
2480
Hofer & Associates
California
$512K – – –
FCT
2481
First Community Trust
Iowa
$511K +$479K +1,070 New
HPIA
2482
Hamilton Point Investment Advisors
North Carolina
$510K – – –
CGH
2483
Crossmark Global Holdings
Texas
$509K – – –
TWA
2484
Talisman Wealth Advisors
New Jersey
$506K +$41.2K +92 +10%
RFA
2485
Register Financial Advisors
Georgia
$505K -$115K -257 -20%
CWP
2486
Concord Wealth Partners
Virginia
$505K -$42.1K -94 -8%
V
2487
ViaWealth
Kansas
$504K -$191K -427 -29%
GFWA
2488
Grey Fox Wealth Advisors
Delaware
$501K -$4.03K -9 -0.8%
SOAG
2489
Silver Oak Advisory Group
Oregon
$501K -$5.37K -12 -1%
CPC
2490
Consolidated Planning Corp
Georgia
$498K -$26.9K -60 -5%
SMA
2491
Seven Mile Advisory
New Jersey
$497K – – –
MIM
2492
Marco Investment Management
Georgia
$495K +$464K +1,037 New
DAM
2493
Delta Asset Management
Tennessee
$494K -$22.4K -50 -5%
SDWIA
2494
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$492K +$14.8K +33 +3%
ETIA
2495
Epic Trust Investment Advisors
Washington
$491K -$30.9K -69 -6%
UBV
2496
United Bank (Virginia)
Virginia
$490K – – –
MLL
2497
Moody Lynn & Lieberson
Massachusetts
$489K – – –
DCM
2498
Donaldson Capital Management
Indiana
$488K -$20.6K -46 -4%
GDP
2499
Great Diamond Partners
Maine
$486K – – –
MPCG
2500
Matrix Private Capital Group
New York
$483K -$3.53M -7,893 -89%
98 99
100
101 102