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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
976
Corrado Advisors
New Jersey
$770K +$3.58K +13 +0.5%
G
977
Gainplan
Michigan
$768K +$263K +957 +49%
AWMG
978
Alliance Wealth Management Group
New Jersey
$766K +$181K +659 +30%
SWM
979
Segment Wealth Management
Texas
$761K – – –
SFWA
980
Summit Financial Wealth Advisors
Louisiana
$757K +$44.6K +162 +6%
CNBT
981
Canandaigua National Bank & Trust
New York
$755K -$19K -69 -2%
VCP
982
Vista Capital Partners
Oregon
$754K +$7.7K +28 +1%
IB
983
Intrust Bank
Kansas
$753K +$780K +2,838 New
HCM
984
Harvey Capital Management
Florida
$749K +$13.8K +50 +2%
ZF
985
Zhang Financial
Michigan
$749K +$96.5K +351 +14%
AT
986
Arden Trust
Delaware
$748K – – –
CCM
987
Covington Capital Management
California
$744K – – –
BWAM
988
Boyd Watterson Asset Management
Ohio
$743K -$53.9K -196 -7%
CDH
989
Charles D. Hyman
$741K – – –
NB
990
Nicolet Bankshares
Wisconsin
$741K +$23.9K +87 +3%
BA
991
BKS Advisors
Michigan
$741K +$36.6K +133 +5%
VA
992
Valmark Advisers
Ohio
$732K -$304M -1,106,534 -100%
ACM
993
AlphaStar Capital Management
North Carolina
$732K -$5.89M -21,407 -89%
FMC
994
First Merchants Corp
Indiana
$729K -$92.1K -335 -11%
WF
995
Welch & Forbes
Massachusetts
$728K – – –
TW
996
Transform Wealth
Colorado
$726K +$28.3K +103 +4%
BTNA
997
Bremer Trust National Association
Minnesota
$724K – – –
DBT
998
Dubuque Bank & Trust
Iowa
$717K -$79.8K -290 -10%
ZCA
999
Zeke Capital Advisors
Pennsylvania
$717K -$1.38K -5 -0.2%
CAMG
1000
CWA Asset Management Group
Florida
$716K +$356K +1,293 +92%
38 39
40
41 42