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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2501
Sterling Capital Management
North Carolina
$1.71M -$105K -154 -6%
PWM
2502
Prosperity Wealth Management
California
$1.71M +$69.3K +102 +4%
STB
2503
S&T Bank
Pennsylvania
$1.7M +$258K +380 +18%
IWA
2504
Inspirion Wealth Advisors
Illinois
$1.7M -$519K -765 -24%
FFG
2505
Frisch Financial Group
New York
$1.7M – – –
RFG
2506
Range Financial Group
Oregon
$1.7M – – –
AAIM
2507
Asset Advisors Investment Management
Georgia
$1.7M +$1.34M +1,966 +385%
AWP
2508
Accretive Wealth Partners
New Jersey
$1.69M +$301K +443 +22%
FOR
2509
Family Office Research
Maryland
$1.69M +$40.1K +59 +2%
CHWM
2510
Cauble & Harre Wealth Management
Missouri
$1.69M +$1.68M +2,472 New
TLA
2511
Tanglewood Legacy Advisors
Texas
$1.69M +$25.8K +38 +2%
TL
2512
Tradewinds LLC
North Carolina
$1.69M -$34.6K -51 -2%
HCA
2513
Harbor Capital Advisors
Illinois
$1.68M -$48.2M -70,982 -97%
PPW
2514
Pasadena Private Wealth
California
$1.67M +$299K +440 +22%
IPA
2515
Investment Planning Advisors
Georgia
$1.67M +$51.6K +76 +3%
LC
2516
Lawood & Co
Pennsylvania
$1.67M +$1.65M +2,435 New
NCM
2517
NCM Capital Management
New Jersey
$1.66M +$42.1K +62 +3%
CPSC
2518
Carl P. Sherr & Co
Massachusetts
$1.66M -$20.4K -30 -1%
LC
2519
Lavelle Capital
California
$1.65M +$1.64M +2,415 New
ICCON
2520
Investment Counsel Company of Nevada
Nevada
$1.65M – – –
MJFG
2521
Mars Jewett Financial Group
Washington
$1.65M +$1.61M +2,367 New
BFP
2522
Birchwood Financial Partners
Minnesota
$1.64M +$1.63M +2,401 New
PHS
2523
Pekin Hardy Strauss
Illinois
$1.64M +$611K +900 +60%
CWM
2524
ClientFirst Wealth Management
Arkansas
$1.64M – – –
HIS
2525
Harvest Investment Services
Illinois
$1.63M +$268K +395 +20%
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