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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
2876
O'Rourke & Company
Massachusetts
$703K +$168K +261 +33%
QFA
2877
Quattro Financial Advisors
Texas
$700K +$87.6K +136 +15%
TAM
2878
Townsend Asset Management
North Carolina
$699K -$13.5K -21 -2%
VV
2879
Verity & Verity
South Carolina
$696K – – –
RCM
2880
Richardson Capital Management
Wisconsin
$695K +$77.9K +121 +13%
HAIM
2881
Hunter Associates Investment Management
Pennsylvania
$695K -$10.3K -16 -2%
FMB
2882
Field & Main Bank
Kentucky
$695K -$49.6K -77 -7%
HCM
2883
HMS Capital Management
Tennessee
$693K -$13.5K -21 -2%
PPH
2884
Pure Portfolios Holdings
Oregon
$690K -$341K -530 -34%
AIS
2885
American Investment Services
Massachusetts
$690K -$9.02K -14 -1%
DA
2886
Dash Acquisitions
California
$688K -$86.9K -135 -12%
SFS
2887
Stiles Financial Services
Minnesota
$686K -$93.4K -145 -12%
CWP
2888
CFM Wealth Partners
Texas
$684K -$89.5K -139 -12%
CSB
2889
City State Bank
Iowa
$684K – – –
HWP
2890
Hibernia Wealth Partners
Louisiana
$683K -$708K -1,099 -52%
PCM
2891
Passive Capital Management
Maryland
$683K – – –
WP
2892
Wealthspan Partners
Iowa
$682K -$9.02K -14 -1%
BW
2893
Balance Wealth
Ohio
$682K +$261K +405 +66%
MIM
2894
Marco Investment Management
Georgia
$679K -$2.58K -4 -0.4%
CPWM
2895
Cypress Point Wealth Management
Texas
$678K -$41.9K -65 -6%
CAM
2896
Congress Asset Management
Massachusetts
$674K -$189K -294 -23%
OPW
2897
Osprey Private Wealth
New York
$674K +$648K +1,006 New
KCFA
2898
Key Client Fiduciary Advisors
New Jersey
$674K +$11.6K +18 +2%
GG
2899
Gleason Group
Kentucky
$673K +$1.93K +3 +0.3%
SP
2900
Stonebrook Private
Michigan
$673K +$644 +1 +0.1%
114 115
116
117 118