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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
2551
True North Advisors
Texas
$435K -$47.9K -107 -11%
WA
2552
Wealthstream Advisors
New York
$434K -$17.9K -40 -4%
SAM
2553
Sequent Asset Management
Texas
$434K – – –
SPWM
2554
Schrum Private Wealth Management
Florida
$434K -$679K -1,516 -63%
TA
2555
TruWealth Advisors
Louisiana
$433K +$9.4K +21 +2%
IHWM
2556
Iron Horse Wealth Management
Iowa
$432K -$71.6K -160 -15%
FCCM
2557
First City Capital Management
Georgia
$431K – – –
CCA
2558
Cravens & Co Advisors
Tennessee
$430K – – –
MA
2559
MAS Advisors
Florida
$429K – – –
PFG
2560
Prosperity Financial Group
California
$426K +$21K +47 +6%
GSB
2561
Greenfield Savings Bank
Massachusetts
$426K – – –
IPW
2562
Inlet Private Wealth
Florida
$426K -$356K -795 -47%
MFG
2563
Monte Financial Group
Connecticut
$426K +$74.7K +167 +23%
CPRC
2564
Consolidated Portfolio Review Corp
New York
$425K -$23.3K -52 -6%
TFG
2565
Team Financial Group
California
$424K +$371K +828 +1,380%
NCM
2566
Neumann Capital Management
California
$423K – – –
RIL
2567
Rothschild Investment LLC
Illinois
$423K +$448 +1 +0.1%
GL
2568
Gerber LLC
Ohio
$422K +$396K +884 New
LWM
2569
Lodestone Wealth Management
Washington
$422K -$13.4K -30 -3%
USB
2570
Union Savings Bank
Connecticut
$419K +$1.79K +4 +0.5%
CP
2571
Covenant Partners
Tennessee
$418K – – –
FSA
2572
Financial Security Advisor
Virginia
$417K -$6.27K -14 -2%
PD
2573
Planning Directions
Pennsylvania
$417K +$50.6K +113 +15%
EP
2574
EPIQ Partners
Minnesota
$416K +$24.6K +55 +7%
DWA
2575
Douglass Winthrop Advisors
New York
$414K – – –
101 102
103
104 105