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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
3001
GatePass Capital
Ohio
$771K +$2.73K +4 +0.3%
HHRDM
3002
H&H Retirement Design & Management
Nevada
$771K +$4.78K +7 +0.7%
GPWM
3003
Grant Private Wealth Management
California
$762K -$498K -730 -38%
ZIG
3004
Zuckerman Investment Group
Illinois
$762K – – –
CCM
3005
Cambridge Capital Management
Illinois
$761K +$423K +620 +114%
AAS
3006
AdviceOne Advisory Services
Connecticut
$761K -$40.3K -59 -5%
RAM
3007
Revere Asset Management
Texas
$759K -$1.37K -2 -0.2%
MPIA
3008
Milestones Private Investment Advisors
New York
$757K -$231K -339 -23%
SA
3009
SJBenen ADVISORY
North Carolina
$757K -$97.6K -143 -11%
SFS
3010
Sharp Financial Services
Pennsylvania
$757K +$10.2K +15 +1%
MCA
3011
Midwest Capital Advisors
Michigan
$756K +$56.7K +83 +8%
JPG
3012
Jordan Park Group
California
$756K +$2.05K +3 +0.3%
AWA
3013
AmeriServ Wealth Advisors
Pennsylvania
$754K – – –
FAM
3014
Fenimore Asset Management
New York
$751K – – –
GAA
3015
Global Assets Advisory
Florida
$751K -$66.2K -97 -8%
SLWA
3016
San Luis Wealth Advisors
California
$750K -$10.2K -15 -1%
SC
3017
Slow Capital
California
$748K +$4.1K +6 +0.5%
CHJWM
3018
Carlton Hofferkamp & Jenks Wealth Management
Texas
$747K +$710K +1,040 New
ST
3019
Somerset Trust
Pennsylvania
$746K – – –
RCM
3020
Radnor Capital Management
Pennsylvania
$744K – – –
FA
3021
Fermata Advisors
California
$744K -$149K -218 -16%
SFS
3022
Stiles Financial Services
Minnesota
$741K +$70.3K +103 +10%
HCA
3023
Harbor Capital Advisors
Illinois
$738K -$901K -1,319 -54%
CWP
3024
Concord Wealth Partners
Virginia
$738K +$456K +668 +145%
SIAP
3025
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$737K – – –
119 120
121
122 123