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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2876
Crews Bank & Trust
Florida
$593K +$597K +1,008 New
MSFP
2877
Mark Sheptoff Financial Planning
Connecticut
$593K +$2.96K +5 +0.5%
T
2878
Tidemark
California
$592K -$1.78K -3 -0.3%
BMCM
2879
Black Maple Capital Management
Wisconsin
$589K +$592K +1,000 New
GG
2880
Gleason Group
Kentucky
$587K -$1.78K -3 -0.3%
CPCM
2881
Cardinal Point Capital Management
Ontario, Canada
$587K +$50.3K +85 +9%
UBV
2882
United Bank (Virginia)
Virginia
$586K – – –
SPWG
2883
Sage Private Wealth Group
Illinois
$586K +$592 +1 +0.1%
AWM
2884
Austin Wealth Management
Texas
$585K +$17.8K +30 +3%
IAG
2885
Ipsen Advisor Group
Arkansas
$584K +$587K +992 New
ESBC
2886
E.S. Barr & Co
Kentucky
$584K – – –
VWA
2887
Valued Wealth Advisors
Utah
$584K +$233K +393 +66%
IHWM
2888
Iron Horse Wealth Management
Iowa
$583K -$11.8K -20 -2%
BB
2889
Bell Bank
North Dakota
$581K +$18.9K +32 +3%
PT
2890
Plimoth Trust
Massachusetts
$580K -$15.4K -26 -3%
CC
2891
Cypress Capital
Tennessee
$580K -$5.45M -9,208 -90%
BF
2892
Bonfire Financial
Colorado
$579K +$582K +984 New
CCM
2893
Carlson Capital Management
Minnesota
$578K +$90K +152 +18%
CSB
2894
City State Bank
Iowa
$578K – – –
GFWA
2895
Grey Fox Wealth Advisors
Delaware
$578K -$26K -44 -4%
MFG
2896
Monte Financial Group
Connecticut
$577K -$27.8K -47 -5%
CWM
2897
Compass Wealth Management
Connecticut
$576K – – –
PIA
2898
Petredis Investment Advisors
Pennsylvania
$576K – – –
MCP
2899
Mirador Capital Partners
California
$576K +$120K +202 +26%
FPGT
2900
Financial Partners Group (Tennessee)
Tennessee
$574K +$75.2K +127 +15%
114 115
116
117 118