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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
3476
Pacific Capital Wealth Advisors
California
$183K – – –
SFA
3477
Semmax Financial Advisors
North Carolina
$181K -$592 -1 -0.3%
BAM
3478
Bellevue Asset Management
Washington
$178K +$69.3K +117 +63%
EPW
3479
Evergreen Private Wealth
Colorado
$177K – – –
AWM
3480
Aberdeen Wealth Management
Illinois
$177K – – –
CFG
3481
Chapman Financial Group
Hawaii
$177K +$178K +300 New
AWM
3482
AllSquare Wealth Management
New York
$175K -$2.37K -4 -1%
GP
3483
Greenline Partners
New York
$174K -$100K -169 -36%
VAG
3484
VisionPoint Advisory Group
Texas
$173K +$7.1K +12 +4%
ACM
3485
Anfield Capital Management
California
$172K +$5.33K +9 +3%
MAM
3486
Morse Asset Management
Connecticut
$168K +$146K +246 +615%
SCA
3487
Stuart Chaussee & Associates
California
$166K – – –
DWM
3488
Darwin Wealth Management
Florida
$163K -$2.11M -3,560 -93%
CI
3489
Clal Insurance
Israel
$163K +$164K +277 New
MEG
3490
Millstone Evans Group
Colorado
$162K +$163K +275 New
PCTC
3491
Perkins Coie Trust Company
Washington
$161K – – –
HIIFS
3492
Harel Insurance Investments & Financial Services
Israel
$154K – – –
LFASL
3493
Lugano Financial Advisors SA (LFA)
Switzerland
$151K – – –
WWM
3494
Wolff Wiese Magana
California
$148K – – –
MFG
3495
Menard Financial Group
Texas
$148K +$149K +251 New
MIM
3496
Marshall Investment Management
Colorado
$148K +$152K +256 New
MCM
3497
Mill Capital Management
North Carolina
$147K – – –
KTC
3498
Kentucky Trust Company
Kentucky
$147K +$148K +250 New
WCM
3499
Weaver Capital Management
Georgia
$142K +$592 +1 +0.4%
MAS
3500
MPWM Advisory Solutions
Georgia
$142K +$143K +241 New
138 139
140
141 142