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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
2926
Harbour Investment Management
Washington
$651K +$627K +973 New
VAM
2927
Virtue Asset Management
Illinois
$651K +$626K +972 New
JSC
2928
Jackson Square Capital
California
$650K +$61.8K +96 +11%
RGF
2929
Retirement Guys Formula
Ohio
$650K – – –
LK
2930
Lumbard & Kellner
New Hampshire
$649K +$234K +364 +60%
USWIA
2931
UP Strategic Wealth Investment Advisors
Pennsylvania
$645K – – –
HC
2932
Hurley Capital
New York
$643K +$29.6K +46 +5%
TA
2933
TruWealth Advisors
Louisiana
$640K +$20K +31 +3%
CGH
2934
Crossmark Global Holdings
Texas
$639K +$19.3K +30 +3%
BWM
2935
BCO Wealth Management
New Mexico
$639K +$12.9K +20 +2%
RCP
2936
Rothschild Capital Partners
New York
$639K -$20.6K -32 -3%
FFA
2937
Frazier Financial Advisors
Ohio
$638K -$24.5K -38 -4%
PCMM
2938
Piedmont Capital Management (Montana)
Montana
$636K +$12.2K +19 +2%
PP
2939
Prosperity Planning
Missouri
$635K -$5.8K -9 -0.9%
EFN
2940
Equita Financial Network
Pennsylvania
$635K +$129K +201 +27%
ACIM
2941
Azimuth Capital Investment Management
Michigan
$634K – – –
CA
2942
Cambridge Advisors
Nebraska
$634K – – –
WWM
2943
Whalen Wealth Management
Nevada
$633K +$609K +945 New
PFS
2944
Prospect Financial Services
New York
$632K +$4.51K +7 +0.7%
CWM
2945
Compass Wealth Management
Connecticut
$632K -$48.3K -75 -7%
AWM
2946
Aries Wealth Management
Maine
$631K – – –
MAS
2947
Meeder Advisory Services
Ohio
$630K +$81.8K +127 +16%
LWM
2948
LJI Wealth Management
Indiana
$628K -$148K -230 -20%
SIG
2949
Spinnaker Investment Group
California
$627K +$603K +937 New
AAS
2950
AdviceOne Advisory Services
Connecticut
$625K – – –
116 117
118
119 120