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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
976
Parisi Gray Wealth Management
New Jersey
$13.6M -$877K -1,752 -6%
JHCP
977
Jackson Hole Capital Partners
Oklahoma
$13.6M +$102K +204 +0.8%
TNBTD
978
Trustmark National Bank Trust Department
Mississippi
$13.5M -$54.5K -109 -0.4%
MPWT
979
MassMutual Private Wealth & Trust
Connecticut
$13.5M -$3.92M -7,843 -23%
OCM
980
Orion Capital Management
California
$13.5M +$1.25M +2,506 +11%
BFS
981
Bare Financial Services
Pennsylvania
$13.4M +$6.23M +12,446 +88%
WB
982
WesBanco Bank
West Virginia
$13.4M +$1.58M +3,155 +14%
NAS
983
NWF Advisory Services
California
$13.4M +$932K +1,862 +8%
GAM
984
Gould Asset Management
California
$13.4M -$375K -749 -3%
TFF
985
The Family Firm
Maryland
$13.4M -$126K -252 -1%
LSAG
986
Lake Street Advisors Group
New Hampshire
$13.3M -$712K -1,423 -5%
SFP
987
Shepherd Financial Partners
Massachusetts
$13.3M +$284K +568 +2%
SSCM
988
Spectrum Strategic Capital Management
Oregon
$13.3M +$2.27M +4,531 +22%
V
989
VeraBank
Texas
$13.3M +$661K +1,322 +6%
LA
990
Latitude Advisors
Florida
$13.3M +$1.27M +2,544 +11%
PVI
991
Pine Valley Investments
New Jersey
$13.2M -$719K -1,436 -5%
PHAM
992
Palisades Hudson Asset Management
Florida
$13.2M -$387K -773 -3%
AHC
993
Anderson Hoagland & Co
Missouri
$13.2M +$319K +638 +3%
OWA
994
Outlook Wealth Advisors
Texas
$13.2M +$7.44M +14,876 +146%
PM
995
Pembroke Management
Quebec, Canada
$13.1M -$470K -939 -4%
FIM
996
Fernwood Investment Management
Massachusetts
$13.1M +$233K +466 +2%
4WM
997
4J Wealth Management
Virginia
$13.1M +$7K +14 +0.1%
CHA
998
Cooper/Haims Advisors
New York
$13.1M -$50.5K -101 -0.4%
BWA
999
Beam Wealth Advisors
Louisiana
$13.1M +$346K +692 +3%
PO
1000
Private Ocean
California
$13.1M -$3.6M -7,195 -22%
38 39
40
41 42