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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
I
3201
IMPACTfolio
Colorado
$343K – – –
PCA
3202
Purkiss Capital Advisors
Connecticut
$342K -$12.6K -22 -4%
WIC
3203
Wilkins Investment Counsel
Massachusetts
$341K – – –
CIG
3204
Cairn Investment Group
Washington
$341K -$28.7K -50 -8%
CJ
3205
Caitlin John
Michigan
$340K -$64.3K -112 -17%
BZWA
3206
Blue Zone Wealth Advisors
California
$340K +$35.6K +62 +13%
AWP
3207
Abacus Wealth Partners
California
$339K +$28.1K +49 +10%
SAI
3208
Systematic Alpha Investments
New Jersey
$338K – – –
HOWA
3209
Heritage Oak Wealth Advisors
Florida
$338K +$312K +544 New
GWM
3210
Grand Wealth Management
Michigan
$337K – – –
PA
3211
Probity Advisors
Texas
$337K -$18.9K -33 -6%
CPA
3212
Capital Planning Advisors
California
$337K +$20.7K +36 +7%
CCM
3213
Cambridge Capital Management
Illinois
$336K -$6.32K -11 -2%
AAA
3214
AG Asset Advisory
California
$335K – – –
ACM
3215
Alpha Capital Management
Texas
$335K -$88.4K -154 -22%
MC
3216
Matisse Capital
Oregon
$334K – – –
RMP
3217
Richards, Merrill & Peterson
Washington
$334K +$18.9K +33 +7%
DWAM
3218
Duncan Williams Asset Management
Tennessee
$334K +$59.1K +103 +24%
GWAM
3219
Guardian Wealth Advisors (Minnesota)
Minnesota
$332K -$33.3K -58 -10%
MI
3220
Motiv8 Investments
Florida
$332K -$2.3K -4 -0.7%
LCM
3221
Leisure Capital Management
California
$332K +$307K +534 New
NFW
3222
Noble Family Wealth
Florida
$331K – – –
TCTWM
3223
Three Cord True Wealth Management
Pennsylvania
$331K +$62K +108 +25%
SCM
3224
Soros Capital Management
New York
$330K – – –
MCM
3225
McDonough Capital Management
Florida
$330K – – –
127 128
129
130 131