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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CMO
576
Covenant Multifamily Offices
Texas
$645K +$2.45K +12 +0.4%
BSW
577
Buckingham Strategic Wealth
Missouri
$642K -$21.6K -106 -3%
TCOT
578
Trust Company of Toledo
Ohio
$636K – – –
TF
579
Tompkins Financial
New York
$635K -$109K -535 -14%
PFO
580
Pathstone Family Office
New Jersey
$634K +$152K +744 +29%
EWM
581
Empirical Wealth Management
Washington
$632K +$102K +502 +18%
EWA
582
Exencial Wealth Advisors
Oklahoma
$627K – – –
JPTCCM
583
J.P. Turner & Co Capital Management
Georgia
$622K -$143K -703 -18%
PAG
584
Pinnacle Advisory Group
Maryland
$621K +$221K +1,085 +51%
GIA
585
GHP Investment Advisors
Colorado
$609K -$61.2K -300 -9%
CRC
586
Curi RMB Capital
Illinois
$607K – – –
EB
587
Eastern Bank
Massachusetts
$605K – – –
ZF
588
Zhang Financial
Michigan
$600K -$31.4K -154 -5%
TCM
589
Traynor Capital Management
Pennsylvania
$598K +$352K +1,725 +125%
PG
590
Patten Group
Tennessee
$589K – – –
RBC
591
Roble Belko & Company
Pennsylvania
$588K +$1.02K +5 +0.2%
AWM
592
Avior Wealth Management
Nebraska
$586K -$2.86K -14 -0.5%
CPA
593
Columbia Pacific Advisors
Washington
$578K +$612K +3,000 New
KP
594
Keel Point
Alabama
$555K +$1.63K +8 +0.3%
DIA
595
Denver Investment Advisors
Colorado
$546K -$25.5K -125 -4%
WA
596
WFG Advisors
Texas
$545K -$172K -845 -23%
SFM
597
Signature Financial Management
Virginia
$545K -$7.96K -39 -1%
CK
598
Carnick & Kubik
Colorado
$544K +$32.5K +159 +6%
SI
599
Stephens Inc
Arkansas
$541K -$5.31K -26 -0.9%
KFS
600
Kurt F. Somerville
$539K – – –
22 23
24
25 26