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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3026
SoundView Advisors
Washington
$876K +$405K +556 +90%
ACM
3027
Argent Capital Management
Missouri
$875K -$899K -1,235 -51%
TAM
3028
Tocqueville Asset Management
New York
$875K +$242K +332 +40%
CWP
3029
Concord Wealth Partners
Virginia
$874K +$27.7K +38 +3%
DFC
3030
DBK Financial Counsel
Ohio
$873K -$1.27M -1,747 -60%
FA
3031
Fermata Advisors
California
$871K +$18.2K +25 +2%
GCP
3032
Gill Capital Partners
Colorado
$871K -$16.7K -23 -2%
MCA
3033
Midwest Capital Advisors
Michigan
$869K +$2.19K +3 +0.3%
SFS
3034
Stiles Financial Services
Minnesota
$868K +$17.5K +24 +2%
FRA
3035
Front Row Advisors
California
$866K – – –
AWA
3036
AmeriServ Wealth Advisors
Pennsylvania
$864K – – –
SFP
3037
Strategic Financial Planning
Texas
$860K +$355K +487 +74%
PAS
3038
Professional Advisory Services
Florida
$857K +$834K +1,145 New
ST
3039
Somerset Trust
Pennsylvania
$855K – – –
SLWA
3040
San Luis Wealth Advisors
California
$854K -$5.83K -8 -0.7%
RCM
3041
Radnor Capital Management
Pennsylvania
$853K – – –
MPIA
3042
Milestones Private Investment Advisors
New York
$850K -$17.5K -24 -2%
GPWM
3043
Grant Private Wealth Management
California
$845K -$27.7K -38 -3%
VCAM
3044
Van Cleef Asset Management
Ohio
$844K -$54.6K -75 -6%
TFA
3045
TPG Financial Advisors
Oregon
$841K – – –
RCG
3046
Regatta Capital Group
California
$840K -$91.8K -126 -10%
CRWM
3047
Castle Rock Wealth Management
California
$840K +$11.7K +16 +1%
TPF
3048
Tribridge Partners Financial
Maryland
$838K +$473K +650 +136%
TWD
3049
True Wealth Design
Ohio
$837K – – –
LWM
3050
LJI Wealth Management
Indiana
$837K +$126K +173 +18%
120 121
122
123 124