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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
926
Harbor Group
New Hampshire
$10.1M +$389K +922 +4%
WA
927
WBH Advisory
Maryland
$10.1M +$463K +1,099 +5%
GWMIA
928
Global Wealth Management Investment Advisory
Florida
$10M +$76.7K +182 +0.8%
FWP
929
Firethorn Wealth Partners
Georgia
$10M +$324K +768 +4%
AFG
930
AFS Financial Group
Maryland
$10M +$266K +632 +3%
SCP
931
Silverleafe Capital Partners
Tennessee
$10M -$72.5K -172 -0.8%
PNC
932
Park National Corp
Ohio
$10M -$5.06K -12 -0.1%
FIM
933
Fernwood Investment Management
Massachusetts
$9.97M +$45.1K +107 +0.5%
FPW
934
Flagship Private Wealth
Massachusetts
$9.97M -$540K -1,281 -5%
LA
935
Latitude Advisors
Florida
$9.93M +$2.34M +5,554 +33%
TRIA
936
Trail Ridge Investment Advisors
Colorado
$9.9M -$971K -2,304 -9%
NSIM
937
North Star Investment Management
Illinois
$9.87M -$662K -1,571 -7%
HAC
938
Harbor Advisory Corp
New Hampshire
$9.81M +$539K +1,278 +6%
APF
939
Alaska Permanent Fund
Alaska
$9.81M +$9.27M +22,000 New
OP
940
ORG Partners
Indiana
$9.77M +$1.04M +2,478 +13%
CC
941
Copperleaf Capital
North Carolina
$9.76M -$196K -464 -2%
AA
942
Argent Advisors
Louisiana
$9.75M +$115K +273 +1%
HCM
943
Hengehold Capital Management
Ohio
$9.72M +$29.9K +71 +0.3%
CFS
944
CRA Financial Services
New Jersey
$9.72M +$431K +1,023 +5%
IAIM
945
International Assets Investment Management
Florida
$9.72M -$808K -1,918 -8%
ABC
946
Associated Banc-Corp
Wisconsin
$9.64M +$675K +1,601 +8%
HI
947
Horizon Investments
North Carolina
$9.59M -$901K -2,138 -9%
FFP
948
Forbes Financial Planning
Rhode Island
$9.59M -$32K -76 -0.4%
TGCMU
949
Titan Global Capital Management USA
New York
$9.59M +$4.1M +9,730 +83%
DWM
950
Darwin Wealth Management
Florida
$9.55M -$992K -2,353 -10%
36 37
38
39 40