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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2976
Cravens & Co Advisors
Tennessee
$602K – – –
AIM
2977
Avity Investment Management
Connecticut
$602K +$12.9K +20 +2%
CFG
2978
Chapman Financial Group
Hawaii
$600K +$384K +596 +199%
LFA
2979
Level Financial Advisors
New York
$599K -$21.9K -34 -4%
VPWA
2980
Vestia Personal Wealth Advisors
Indiana
$599K +$4.51K +7 +0.8%
CC
2981
Cypress Capital
Tennessee
$598K -$58.6K -91 -9%
HBW
2982
Hazlett, Burt & Watson
West Virginia
$597K +$3.22K +5 +0.6%
EFG
2983
Elm3 Financial Group
Georgia
$596K -$16.7K -26 -3%
CRWM
2984
Castle Rock Wealth Management
California
$596K – – –
BPAMU
2985
BTG Pactual Asset Management US
New York
$595K -$40.6K -63 -6%
HWMO
2986
Heritage Wealth Management (Ohio)
Ohio
$595K -$15.5K -24 -3%
LWM
2987
Lodestone Wealth Management
Washington
$594K -$1.29K -2 -0.2%
JPG
2988
Jordan Park Group
California
$592K +$570K +885 New
NPFS
2989
Novak & Powell Financial Services
Florida
$592K +$211K +328 +59%
HTHT
2990
Hemenway Trust Hemenway Trust
New Hampshire
$591K -$148K -230 -21%
WWA
2991
Wealth Watch Advisors
Colorado
$591K -$138K -215 -20%
KV
2992
Kickstand Ventures
New York
$589K -$5.8K -9 -1%
GWSA
2993
Global Wealth Strategies & Associates
Colorado
$588K -$1.93K -3 -0.3%
AGA
2994
Arkos Global Advisors
Texas
$588K -$17.4K -27 -3%
PAA
2995
Peregrine Asset Advisers
Oregon
$588K – – –
BC
2996
Brio Consultants
California
$587K -$36.1K -56 -6%
RAM
2997
Revere Asset Management
Texas
$586K +$4.51K +7 +0.8%
DWM
2998
Denver Wealth Management
Colorado
$582K +$1.93K +3 +0.3%
GSC
2999
G&S Capital
Colorado
$582K +$180K +279 +47%
BB
3000
Bell Bank
North Dakota
$580K -$17.4K -27 -3%
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120
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