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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
901
Parkside Investments
Illinois
$1.4M +$30.1K +105 +2%
BS
902
Boenning & Scattergood
Pennsylvania
$1.4M -$265K -923 -16%
LC
903
Lourd Capital
California
$1.39M +$1.37M +4,760 New
EWA
904
Exencial Wealth Advisors
Oklahoma
$1.39M +$99.8K +348 +8%
GC
905
Grace Capital
Massachusetts
$1.39M – – –
ZIC
906
ZWJ Investment Counsel
Georgia
$1.39M +$287 +1 +0%
AMM
907
American Money Management
California
$1.38M -$24.7K -86 -2%
LFG
908
Larson Financial Group
Missouri
$1.38M -$63.7K -222 -5%
SC
909
Slow Capital
California
$1.36M +$1.33M +4,645 New
TCOT
910
Trust Company of Toledo
Ohio
$1.34M – – –
BCM
911
Brookmont Capital Management
Texas
$1.34M +$35.9K +125 +3%
CT
912
Cambridge Trust
Massachusetts
$1.34M +$150K +523 +13%
WWM
913
Windsor Wealth Management
Indiana
$1.33M +$703K +2,450 +116%
RCG
914
Ruggie Capital Group
Florida
$1.31M +$508K +1,770 +65%
FPCG
915
Fort Pitt Capital Group
Pennsylvania
$1.31M +$13.8K +48 +1%
MPI
916
Mairs & Power Inc
Minnesota
$1.31M – – –
G
917
Gainplan
Michigan
$1.3M -$116K -406 -8%
RWA
918
Redhawk Wealth Advisors
Minnesota
$1.3M +$1.28M +4,449 New
GP
919
Girard Partners
Pennsylvania
$1.29M -$112K -390 -8%
SNT
920
Security National Trust
West Virginia
$1.28M -$41.6K -145 -3%
IWA
921
Inspirion Wealth Advisors
Illinois
$1.28M -$532K -1,856 -30%
SEIA
922
Signature Estate & Investment Advisors
California
$1.28M +$890K +3,104 +246%
PWG
923
Private Wealth Group
Florida
$1.27M – – –
NFG
924
Nadler Financial Group
Illinois
$1.26M -$1.43K -5 -0.1%
PP
925
Patten & Patten
Tennessee
$1.26M +$113K +393 +10%
35 36
37
38 39