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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
901
Hirtle Callaghan & Co
Pennsylvania
$418K – – –
CFA
902
Capstone Financial Advisors
Illinois
$414K -$50.1K -214 -11%
APP
903
Avantax Planning Partners
Iowa
$411K -$61.3K -262 -13%
OA
904
Outfitter Advisors
Virginia
$410K – – –
FAM
905
Flaharty Asset Management
Florida
$409K +$405K +1,732 New
KP
906
Keel Point
Alabama
$405K -$334K -1,429 -46%
CA
907
Cambridge Advisors
Nebraska
$402K -$585K -2,499 -60%
CFA
908
Cahill Financial Advisors
Minnesota
$402K +$103K +442 +35%
WAM
909
Weatherly Asset Management
California
$393K +$8.19K +35 +2%
AWE
910
Avidian Wealth Enterprises
Texas
$391K +$386K +1,649 New
EDRH
911
Edmond de Rothschild Holding
Switzerland
$389K -$622K -2,660 -62%
CCP
912
Corient Capital Partners
California
$389K – – –
AIA
913
Armor Investment Advisors
North Carolina
$387K -$35.1K -150 -8%
SPWA
914
SteelBridge Private Wealth Advisors
Florida
$387K +$76K +325 +25%
AMCA
915
Arthur M. Cohen & Associates
Illinois
$386K – – –
MC
916
Mathes Company
New York
$386K – – –
AIM
917
Avity Investment Management
Connecticut
$384K -$11.7K -50 -3%
MWM
918
Mission Wealth Management
California
$382K -$58K -248 -13%
AAC
919
Asset Advisors Corp
Georgia
$381K – – –
TIA
920
Tiemann Investment Advisors
California
$379K -$153K -652 -29%
BCP
921
Berkeley Capital Partners
Georgia
$376K +$370K +1,583 New
RT
922
Rockland Trust
Massachusetts
$374K -$58.7K -251 -14%
LIA
923
LS Investment Advisors
Michigan
$370K – – –
RFA
924
Reilly Financial Advisors
California
$370K +$7.02K +30 +2%
CAM
925
Carret Asset Management
New York
$365K +$11.7K +50 +3%
35 36
37
38 39