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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
801
Peoples Bank (Ohio)
Ohio
$12M -$749K -1,940 -6%
CFO
802
CVA Family Office
Colorado
$12M -$183K -474 -1%
FFS
803
Founders Financial Securities
Maryland
$11.9M +$2.23M +5,788 +23%
FA
804
Fermata Advisors
California
$11.9M -$6.51M -16,860 -35%
SCA
805
Southern Capital Advisors
Tennessee
$11.8M +$275K +712 +2%
CWC
806
Carolinas Wealth Consulting
North Carolina
$11.8M +$282K +730 +2%
IWMWV
807
Ironwood Wealth Management (West Virginia)
West Virginia
$11.8M +$94.9K +246 +0.8%
AL
808
ADE LLC
Maryland
$11.8M -$52.5K -136 -0.4%
PWMAG
809
Pinnacle Wealth Management Advisory Group
New Jersey
$11.8M +$527K +1,365 +5%
SSW
810
Smith Shellnut Wilson
Mississippi
$11.7M -$34K -88 -0.3%
PIMG
811
Patriot Investment Management Group
Tennessee
$11.7M +$2.04M +5,279 +23%
JHCP
812
Jackson Hole Capital Partners
Oklahoma
$11.7M -$1.45M -3,761 -11%
BFM
813
Broadview Financial Management
Wisconsin
$11.7M -$481K -1,246 -4%
HCM
814
Highview Capital Management
Illinois
$11.6M +$736K +1,908 +7%
AMG
815
Asset Management Group
Connecticut
$11.6M +$347K +899 +3%
WIM
816
WealthPlan Investment Management
Nebraska
$11.6M +$226K +585 +2%
SFFS
817
Stonehage Fleming Financial Services
Jersey
$11.6M +$2.5M +6,483 +27%
WP
818
WealthPLAN Partners
Nebraska
$11.6M +$10.8M +28,014 New
PGFC
819
Peapack-Gladstone Financial Corp
New Jersey
$11.6M -$461K -1,194 -4%
DC
820
DeDora Capital
California
$11.6M -$370K -959 -3%
DWM
821
Darwin Wealth Management
Florida
$11.5M +$2.54M +6,584 +30%
IDBONY
822
Israel Discount Bank of New York
New York
$11.5M -$670K -1,737 -5%
KWM
823
Kingsview Wealth Management
Oregon
$11.4M +$444K +1,151 +4%
CBFP
824
Cedar Brook Financial Partners
Ohio
$11.4M -$23.9K -62 -0.2%
CIP
825
Capital Insight Partners
Arizona
$11.4M +$519K +1,345 +5%
31 32
33
34 35