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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
2826
Hazlett, Burt & Watson
West Virginia
$593K +$176K +298 +39%
HAIM
2827
Hunter Associates Investment Management
Pennsylvania
$592K -$35.4K -60 -5%
WA
2828
Wealthstar Advisors
Texas
$590K -$273K -463 -31%
PWP
2829
Perfromance Wealth Partners
Illinois
$589K -$116K -196 -16%
WMA
2830
West Michigan Advisors
Michigan
$588K -$1.18K -2 -0.2%
AI
2831
Axecap Investments
Ohio
$587K -$415K -702 -40%
WP
2832
Wealthspan Partners
Iowa
$587K -$19.5K -33 -3%
VFG
2833
Victory Financial Group
Texas
$587K -$191K -323 -24%
SMA
2834
Seven Mile Advisory
New Jersey
$585K – – –
MIM
2835
Marco Investment Management
Georgia
$582K -$39.6K -67 -6%
RWS
2836
Resolute Wealth Strategies
Mississippi
$580K -$45.5K -77 -7%
SIA
2837
Strategic Investment Advisors
Michigan
$579K -$1.01M -1,711 -62%
DAM
2838
Delta Asset Management
Tennessee
$578K – – –
PIM
2839
Penobscot Investment Management
Massachusetts
$578K +$134K +227 +28%
PT
2840
Plimoth Trust
Massachusetts
$576K +$23K +39 +4%
MAS
2841
Meeder Advisory Services
Ohio
$575K -$210K -356 -26%
CWM
2842
Compass Wealth Management
Connecticut
$574K +$25.4K +43 +4%
CF
2843
Collier Financial
Colorado
$574K -$8.21M -13,901 -93%
SI
2844
Stonekeep Investments
New Mexico
$573K -$5.91K -10 -1%
FFA
2845
Frazier Financial Advisors
Ohio
$573K +$61.4K +104 +11%
PCM
2846
Passive Capital Management
Maryland
$573K +$602K +1,020 New
RCG
2847
Regatta Capital Group
California
$573K +$73.8K +125 +14%
MAM
2848
Milestone Asset Management
Pennsylvania
$571K -$30.7K -52 -5%
PMG
2849
Private Management Group
California
$570K – – –
HWP
2850
Hibernia Wealth Partners
Louisiana
$570K -$2.95K -5 -0.5%
112 113
114
115 116