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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
2501
Burton Enright Welch
California
$712K – – –
DCM
2502
Donaldson Capital Management
Indiana
$712K -$63.4K -114 -8%
RFA
2503
Register Financial Advisors
Georgia
$711K +$5K +9 +0.7%
CSPAM
2504
Cary Street Partners Asset Management
Virginia
$708K +$294K +528 +76%
IAP
2505
Indie Asset Partners
Indiana
$707K +$258K +464 +61%
LIG
2506
Lokken Investment Group
Delaware
$707K -$167K -301 -20%
DBRC
2507
D.B. Root & Company
Pennsylvania
$706K +$366K +659 +117%
OBWP
2508
O'Brien Wealth Partners
Massachusetts
$704K – – –
DLCIG
2509
D.L. Carlson Investment Group
New Hampshire
$704K – – –
FRA
2510
Front Row Advisors
California
$703K -$192K -345 -22%
MSG
2511
Main Street Group
Virginia
$703K -$43.4K -78 -6%
MC
2512
Martin & Co
Tennessee
$702K – – –
FMB
2513
Field & Main Bank
Kentucky
$701K -$108K -194 -14%
MIAS
2514
Mason Investment Advisory Services
Virginia
$701K -$138K -248 -17%
PIFP
2515
Partners in Financial Planning
Virginia
$700K – – –
NEWAS
2516
N.E.W. Advisory Services
Wisconsin
$700K -$267K -480 -28%
LJHT
2517
Laurie J. Hall Trustee
$699K -$41.7K -75 -6%
MWM
2518
Mittelman Wealth Management
Massachusetts
$699K -$13.9K -25 -2%
MWM
2519
Marion Wealth Management
Pennsylvania
$698K -$89K -160 -12%
VWM
2520
VCI Wealth Management
Missouri
$697K -$9.45K -17 -1%
ERIM
2521
Eagle Ridge Investment Management
Connecticut
$696K -$33.9K -61 -5%
CWP
2522
Concord Wealth Partners
Virginia
$696K +$2.22K +4 +0.3%
RIP
2523
RAM Investment Partners
Washington
$692K +$4.45K +8 +0.7%
ACA
2524
Atlas Capital Advisors
Wyoming
$686K +$6.67K +12 +1%
PFG
2525
Prosperity Financial Group
California
$686K +$65.6K +118 +11%
99 100
101
102 103