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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2551
Rock Creek Group
District of Columbia
$436K – – –
MA
2552
Mezzasalma Advisors
New Jersey
$435K -$41.6K -93 -9%
NIM
2553
Nicollet Investment Management
Minnesota
$435K – – –
TNA
2554
True North Advisors
Texas
$435K -$47.9K -107 -11%
WA
2555
Wealthstream Advisors
New York
$434K -$17.9K -40 -4%
SAM
2556
Sequent Asset Management
Texas
$434K – – –
SPWM
2557
Schrum Private Wealth Management
Florida
$434K -$679K -1,516 -63%
TA
2558
TruWealth Advisors
Louisiana
$433K +$9.4K +21 +2%
IHWM
2559
Iron Horse Wealth Management
Iowa
$432K -$71.6K -160 -15%
FCCM
2560
First City Capital Management
Georgia
$431K – – –
CCA
2561
Cravens & Co Advisors
Tennessee
$430K – – –
MA
2562
MAS Advisors
Florida
$429K – – –
PFG
2563
Prosperity Financial Group
California
$426K +$21K +47 +6%
GSB
2564
Greenfield Savings Bank
Massachusetts
$426K – – –
IPW
2565
Inlet Private Wealth
Florida
$426K -$356K -795 -47%
MFG
2566
Monte Financial Group
Connecticut
$426K +$74.7K +167 +23%
CPRC
2567
Consolidated Portfolio Review Corp
New York
$425K -$23.3K -52 -6%
TFG
2568
Team Financial Group
California
$424K +$371K +828 +1,380%
NCM
2569
Neumann Capital Management
California
$423K – – –
RIL
2570
Rothschild Investment LLC
Illinois
$423K +$448 +1 +0.1%
GL
2571
Gerber LLC
Ohio
$422K +$396K +884 New
LWM
2572
Lodestone Wealth Management
Washington
$422K -$13.4K -30 -3%
USB
2573
Union Savings Bank
Connecticut
$419K +$1.79K +4 +0.5%
CP
2574
Covenant Partners
Tennessee
$418K – – –
FSA
2575
Financial Security Advisor
Virginia
$417K -$6.27K -14 -2%
101 102
103
104 105