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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
3501
Harel Insurance Investments & Financial Services
Israel
$194K – – –
LWA
3502
Lowe Wealth Advisors
Maryland
$192K – – –
EPW
3503
Evergreen Private Wealth
Colorado
$187K – – –
AWM
3504
Aberdeen Wealth Management
Illinois
$186K +$172K +300 New
CFG
3505
Chapman Financial Group
Hawaii
$186K +$172K +300 New
EWA
3506
Elevate Wealth Advisory
Georgia
$185K +$72.9K +127 +74%
CWP
3507
Clark Wealth Partners
Illinois
$184K -$212K -369 -55%
AWM
3508
AllSquare Wealth Management
New York
$184K – – –
MM
3509
Main Management
California
$184K -$110K -191 -39%
ACM
3510
Anfield Capital Management
California
$181K – – –
BAM
3511
Bellevue Asset Management
Washington
$180K -$6.89K -12 -4%
MEG
3512
Millstone Evans Group
Colorado
$179K – – –
CICI
3513
Capital Investment Counsel Inc
North Carolina
$179K -$15.5K -27 -9%
SCA
3514
Stuart Chaussee & Associates
California
$175K – – –
PCTC
3515
Perkins Coie Trust Company
Washington
$170K – – –
KTC
3516
Kentucky Trust Company
Kentucky
$168K +$11.5K +20 +8%
DF
3517
DecisionPoint Financial
Arizona
$167K -$59.7K -104 -28%
MAM
3518
Morse Asset Management
Connecticut
$166K -$1.15K -2 -0.7%
CMA
3519
Cedar Mountain Advisors
Oregon
$166K +$574 +1 +0.4%
LFASL
3520
Lugano Financial Advisors SA (LFA)
Switzerland
$160K – – –
AC
3521
Arjuna Capital
North Carolina
$158K – – –
WWM
3522
Wolff Wiese Magana
California
$156K – – –
MCM
3523
Mill Capital Management
North Carolina
$155K – – –
SWIM
3524
Smallwood Wealth Investment Management
New Jersey
$151K +$3.44K +6 +3%
WCM
3525
Weaver Capital Management
Georgia
$150K +$574 +1 +0.4%
139 140
141
142 143