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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
4076
Accordant Advisory Group
Maryland
$16.5K – – –
LAMC
4077
Longview Asset Management (California)
California
$16.5K – – –
OCM
4078
Osbon Capital Management
Massachusetts
$16.5K – – –
CIS
4079
Custom Index Systems
New York
$15.7K +$15.3K +21 New
XAU
4080
XP Advisory US
Florida
$14.2K +$13.8K +19 New
BWM
4081
Bullock Wealth Management
Indiana
$13K +$12.4K +17 New
FCMT
4082
Founders Capital Management (Texas)
Texas
$12.7K +$12.4K +17 New
IW
4083
Imprint Wealth
South Carolina
$12K – – –
NWS
4084
Nvest Wealth Strategies
Ohio
$10.5K – – –
WAG
4085
Wilkerson Advisory Group
Missouri
$10.5K – – –
HFS
4086
Horizon Financial Services
North Carolina
$10.5K +$10.2K +14 New
WPWM
4087
Western Pacific Wealth Management
Illinois
$10.1K – – –
LCM
4088
Logan Capital Management
Pennsylvania
$8.99K +$8.74K +12 New
YAL
4089
Your Advocates Ltd
Texas
$7.95K -$35.7K -49 -75%
VFM
4090
Vision Financial Markets
Connecticut
$7.63K – – –
WFA
4091
West Financial Advisors
Iowa
$7.49K – – –
SAS
4092
Spurstone Advisory Services
Connecticut
$4.5K – – –
BCV
4093
Banque Cantonale Vaudoise
Switzerland
$3.45K +$109K +150 +3%
BCWM
4094
Ball & Co Wealth Management
Tennessee
$3K +$728 +1 +33%
NL
4095
NVWM LLC
Pennsylvania
$1.5K -$26.2K -36 -95%
CCC
4096
Chelsea Counsel Company
California
$749 – – –
EW
4097
Evoke Wealth
California
– -$459M -702,776 Closed
PAG
4098
Private Advisor Group
New Jersey
– -$245M -375,031 Closed
MHS
4099
M Holdings Securities
Oregon
– -$65.4M -97,699 Closed
UOC
4100
University of Chicago
Illinois
– -$19.8M -30,317 Closed
162 163
164
165 166