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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
3176
Eagle Global Advisors
Texas
$570K – – –
PAA
3177
Peregrine Asset Advisers
Oregon
$570K +$51.2K +75 +9%
VEM
3178
Vann Equity Management
Texas
$569K +$595K +871 New
SPWG
3179
Syntegra Private Wealth Group
Missouri
$568K +$53.3K +78 +10%
WA
3180
Waystone Advisors
Washington
$568K -$320K -468 -35%
DB
3181
Dravo Bay
Delaware
$566K -$31.4K -46 -5%
UA
3182
URS Advisory
Florida
$566K +$52.6K +77 +10%
CNBT
3183
Cornerstone National Bank & Trust
Illinois
$564K -$101K -148 -15%
AMPWP
3184
Alvarez & Marsal Private Wealth Partners
Florida
$562K +$587K +860 New
PFS
3185
Prospect Financial Services
New York
$562K -$8.88K -13 -1%
DCM
3186
Davis Capital Management
Florida
$560K -$3.41K -5 -0.6%
HCMG
3187
Howard Capital Management Group
California
$559K – – –
GFWA
3188
Grey Fox Wealth Advisors
Delaware
$559K +$9.56K +14 +2%
FCCM
3189
First City Capital Management
Georgia
$559K +$13.7K +20 +2%
SHWM
3190
Smith & Howard Wealth Management
Georgia
$558K – – –
PA
3191
Prossimo Advisors
California
$558K +$584K +855 New
BWM
3192
Briggs Wealth Management
Connecticut
$558K -$1.37K -2 -0.2%
DK
3193
David Kennon
Florida
$558K -$246K -360 -30%
HIC
3194
Holderness Investments Company
North Carolina
$558K – – –
RW
3195
RVW Wealth
California
$558K +$69.7K +102 +14%
RAS
3196
RPS Advisory Solutions
Kentucky
$558K -$556K -814 -49%
LCM
3197
LVM Capital Management
Michigan
$557K – – –
GSB
3198
Greenfield Savings Bank
Massachusetts
$557K – – –
GWSA
3199
Global Wealth Strategies & Associates
Colorado
$556K +$6.83K +10 +1%
RMC
3200
Ring Mountain Capital
California
$556K -$17.1K -25 -3%
126 127
128
129 130