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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2976
SJBenen ADVISORY
North Carolina
$975K +$104K +143 +12%
CRI
2977
Colonial River Investments
Virginia
$974K -$93.9K -129 -9%
SFWC
2978
Strategic Family Wealth Counselors
New Jersey
$971K +$34.2K +47 +4%
HC
2979
Hurley Capital
New York
$971K +$1.46K +2 +0.2%
SKK
2980
Shepherd Kaplan Krochuk
Massachusetts
$969K – – –
TGIA
2981
Torrey Growth & Income Advisors
California
$969K -$27.7K -38 -3%
GWL
2982
Generations Wealth LLC
Ohio
$966K -$1.17M -1,606 -55%
BMA
2983
Brooks Moore & Associates
Tennessee
$966K – – –
WIA
2984
Westbourne Investment Advisors
Maryland
$965K +$728 +1 +0.1%
BRWM
2985
Blue Rock Wealth Management
North Carolina
$965K -$307K -422 -25%
CWAG
2986
Compton Wealth Advisory Group
Virginia
$964K – – –
WCCM
2987
Willow Creek Capital Management
Montana
$963K +$936K +1,286 New
DLCIG
2988
D.L. Carlson Investment Group
New Hampshire
$959K -$728 -1 -0.1%
HWM
2989
HRC Wealth Management
Idaho
$958K +$2.91K +4 +0.3%
MEAC
2990
M.E. Allison & Co
Texas
$955K +$728 +1 +0.1%
KWM
2991
Kassira Wealth Management
Tennessee
$953K – – –
AF
2992
Arrow Financial
New York
$953K -$10.2K -14 -1%
PAM
2993
PVG Asset Management
Colorado
$953K – – –
CWM
2994
CCG Wealth Management
California
$952K -$484K -665 -34%
CHC
2995
City Holding Co
West Virginia
$949K -$31.3K -43 -3%
GA
2996
Gordian Advisors
Arizona
$948K – – –
QC
2997
Quadrature Capital
United Kingdom
$947K +$921K +1,265 New
TFG
2998
Tilson Financial Group
New Jersey
$947K +$6.55K +9 +0.7%
LAM
2999
LOM Asset Management
$946K -$4.08M -5,602 -82%
IIA
3000
Integral Investment Advisors
California
$945K -$26.2K -36 -3%
118 119
120
121 122