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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3276
Columbia Asset Management
Michigan
$500K – – –
PAM
3277
Palisade Asset Management
Minnesota
$499K +$51.9K +76 +11%
LF
3278
LifeSteps Financial
California
$498K +$25.9K +38 +5%
RCP
3279
Rothschild Capital Partners
New York
$498K +$103K +151 +25%
PC
3280
Payne Capital
Oregon
$498K -$212K -310 -29%
CBT
3281
Crews Bank & Trust
Florida
$498K -$6.83K -10 -1%
AA
3282
Apriem Advisors
California
$496K -$173K -253 -25%
JWBC
3283
J.W. Burns & Co
New York
$496K -$28K -41 -5%
OFO
3284
OneAscent Family Office
Alabama
$495K – – –
DPW
3285
DiNuzzo Private Wealth
Pennsylvania
$494K – – –
HZ
3286
Hixon Zuercher
Ohio
$493K -$8.42M -12,332 -94%
FF
3287
Finley Financial
Nevada
$493K – – –
FCT
3288
Family Capital Trust
Massachusetts
$493K +$1.37K +2 +0.3%
SOAG
3289
Silver Oak Advisory Group
Oregon
$493K -$11.6K -17 -2%
WWMP
3290
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$493K +$19.8K +29 +4%
WSA
3291
Wealth Science Advisors
Georgia
$492K – – –
BFA
3292
Buttonwood Financial Advisors
Maryland
$491K -$4.1K -6 -0.8%
MCIA
3293
Mountain Capital Investment Advisors
Colorado
$490K +$60.1K +88 +15%
BCAM
3294
Boston Common Asset Management
Massachusetts
$490K – – –
NAMP
3295
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$490K – – –
WWM
3296
Walser Wealth Management
Florida
$490K -$78.5K -115 -13%
PWG
3297
Private Wealth Group
Florida
$489K – – –
IA
3298
IMZ Advisory
Florida
$489K +$12.3K +18 +2%
CWD
3299
Clarity Wealth Development
Oregon
$483K – – –
GCWM
3300
Guided Capital Wealth Management
Texas
$481K – – –
130 131
132
133 134