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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
2651
Matrix Trust Company
Colorado
$358K +$124K +278 +59%
GWA
2652
GGM Wealth Advisors
Maryland
$357K – – –
PAWA
2653
Palo Alto Wealth Advisors
California
$356K -$26.9K -60 -7%
BBI
2654
Baxter Bros Inc
Connecticut
$354K – – –
GFG
2655
Greystone Financial Group
Michigan
$353K +$331K +739 New
OHWP
2656
Oak Harbor Wealth Partners
North Carolina
$351K -$115K -258 -26%
KOMWMG
2657
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$351K -$72.5K -162 -18%
BCA
2658
Ballentine Capital Advisors
South Carolina
$351K +$316K +706 New
CV
2659
Counterweight Ventures
North Carolina
$351K +$329K +734 New
SHFA
2660
SS&H Financial Advisors
Michigan
$350K – – –
JWBC
2661
J.W. Burns & Co
New York
$349K – – –
NAMM
2662
NorthStar Asset Management (Massachusetts)
Massachusetts
$347K – – –
KWM
2663
Keating Wealth Management
Colorado
$346K +$325K +725 New
AWM
2664
Accurate Wealth Management
Florida
$344K -$88.2K -197 -22%
JTWM
2665
Jackson Thornton Wealth Management
Alabama
$343K +$322K +719 New
CMP
2666
Coston McIsaac & Partners
Maine
$342K – – –
MAG
2667
Mayfair Advisory Group
Alabama
$342K +$322K +720 New
EA
2668
Everpar Advisors
Oklahoma
$342K +$320K +715 New
PGF
2669
Plan Group Financial
Oklahoma
$339K +$21K +47 +7%
EAM
2670
Empirical Asset Management
Massachusetts
$338K +$3.13K +7 +1%
SJL
2671
Shayne & Jacobs LLC
Tennessee
$337K +$40.3K +90 +15%
SGWM
2672
Sterling Group Wealth Management
California
$337K +$59.1K +132 +23%
KNW
2673
Kesler Norman & Wride
Utah
$337K +$316K +705 New
EL
2674
EWA LLC
Pennsylvania
$336K -$34K -76 -10%
TSS
2675
Two Sigma Securities
New York
$334K -$675K -1,507 -68%
105 106
107
108 109