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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2576
Prairie Wealth Advisors
Nebraska
$971K +$50.9K +86 +5%
MHIC
2577
Marble Harbor Investment Counsel
Massachusetts
$969K -$702K -1,186 -42%
WAOTB
2578
Wealth Advisors of Tampa Bay
Florida
$969K – – –
I
2579
InvesTrust
Oklahoma
$969K +$970K +1,639 New
FNB
2580
Farmers National Bank
Kentucky
$967K +$973K +1,643 New
RCM
2581
RMR Capital Management
California
$964K – – –
PS
2582
Portfolio Strategies
New York
$961K +$13.6K +23 +1%
PPW
2583
Parcion Private Wealth
Washington
$959K – – –
LPP
2584
Life Planning Partners
Florida
$959K – – –
BMD
2585
Better Money Decisions
New Mexico
$958K -$7.1K -12 -0.7%
SL
2586
Summitry LLC
California
$958K +$1.18K +2 +0.1%
BMA
2587
Brooks Moore & Associates
Tennessee
$957K – – –
SP
2588
Sequent Planning
Nebraska
$956K +$80.5K +136 +9%
MHWM
2589
Montz Harcus Wealth Management
Louisiana
$956K +$6.51K +11 +0.7%
1WA
2590
180 Wealth Advisors
Washington
$955K -$322K -544 -25%
HCP
2591
Hexagon Capital Partners
Arkansas
$955K +$84.1K +142 +10%
VV
2592
Verity & Verity
South Carolina
$952K +$59.2K +100 +7%
AIS
2593
American Investment Services
Massachusetts
$951K -$17.8K -30 -2%
IFS
2594
Ifrah Financial Services
Arkansas
$950K +$1.18K +2 +0.1%
RRCM
2595
Rappaport Reiches Capital Management
Illinois
$948K – – –
VC
2596
Veracity Capital
Georgia
$948K +$69.8K +118 +8%
HFAS
2597
Hummer Financial Advisory Services
Illinois
$948K – – –
APW
2598
Aurora Private Wealth
New Jersey
$947K -$1.18K -2 -0.1%
PP
2599
Prosperity Planning
Missouri
$947K -$25.5K -43 -3%
LJHT
2600
Laurie J. Hall Trustee
$944K +$232K +392 +32%
102 103
104
105 106