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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
3201
Pin Oak Investment Advisors
Texas
$346K -$130K -227 -27%
IA
3202
IMZ Advisory
Florida
$346K +$2.3K +4 +0.7%
NPFS
3203
Novak & Powell Financial Services
Florida
$346K +$574 +1 +0.2%
SC
3204
Summa Corp
Texas
$345K +$319K +555 New
I
3205
IMPACTfolio
Colorado
$343K – – –
PCA
3206
Purkiss Capital Advisors
Connecticut
$342K -$12.6K -22 -4%
WIC
3207
Wilkins Investment Counsel
Massachusetts
$341K – – –
CIG
3208
Cairn Investment Group
Washington
$341K -$28.7K -50 -8%
CJ
3209
Caitlin John
Michigan
$340K -$64.3K -112 -17%
BZWA
3210
Blue Zone Wealth Advisors
California
$340K +$35.6K +62 +13%
AWP
3211
Abacus Wealth Partners
California
$339K +$28.1K +49 +10%
SAI
3212
Systematic Alpha Investments
New Jersey
$338K – – –
HOWA
3213
Heritage Oak Wealth Advisors
Florida
$338K +$312K +544 New
GWM
3214
Grand Wealth Management
Michigan
$337K – – –
PA
3215
Probity Advisors
Texas
$337K -$18.9K -33 -6%
CPA
3216
Capital Planning Advisors
California
$337K +$20.7K +36 +7%
CCM
3217
Cambridge Capital Management
Illinois
$336K -$6.32K -11 -2%
AAA
3218
AG Asset Advisory
California
$335K – – –
ACM
3219
Alpha Capital Management
Texas
$335K -$88.4K -154 -22%
MC
3220
Matisse Capital
Oregon
$334K – – –
RMP
3221
Richards, Merrill & Peterson
Washington
$334K +$18.9K +33 +7%
DWAM
3222
Duncan Williams Asset Management
Tennessee
$334K +$59.1K +103 +24%
GWAM
3223
Guardian Wealth Advisors (Minnesota)
Minnesota
$332K -$33.3K -58 -10%
MI
3224
Motiv8 Investments
Florida
$332K -$2.3K -4 -0.7%
LCM
3225
Leisure Capital Management
California
$332K +$307K +534 New
127 128
129
130 131