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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
976
Lutz Financial Services
Nebraska
$14M -$645K -1,226 -5%
WB
977
WesBanco Bank
West Virginia
$14M +$27.3K +52 +0.2%
LEA
978
Legacy Edge Advisors
New York
$14M +$2.67M +5,074 +25%
NAS
979
NWF Advisory Services
California
$14M +$23.7K +45 +0.2%
SFP
980
Shepherd Financial Partners
Massachusetts
$13.9M +$71.5K +136 +0.5%
PCP
981
Proficio Capital Partners
Massachusetts
$13.9M -$550K -1,046 -4%
TNBTD
982
Trustmark National Bank Trust Department
Mississippi
$13.9M -$217K -413 -2%
LSAG
983
Lake Street Advisors Group
New Hampshire
$13.8M -$72K -137 -0.5%
TFF
984
The Family Firm
Maryland
$13.8M +$83.7M +159,170 +627%
PGWM
985
Parisi Gray Wealth Management
New Jersey
$13.8M -$348K -662 -3%
FIM
986
Fernwood Investment Management
Massachusetts
$13.8M +$98.9K +188 +0.8%
WWM
987
Wiser Wealth Management
Georgia
$13.8M -$1.33M -2,526 -9%
SAS
988
SMI Advisory Services
Indiana
$13.7M +$385K +733 +3%
PCA
989
Providence Capital Advisors
North Carolina
$13.6M +$138K +263 +1%
MBT
990
Montecito Bank & Trust
California
$13.6M -$809K -1,538 -6%
GAM
991
Gould Asset Management
California
$13.5M -$382K -727 -3%
SAM
992
Secure Asset Management
Michigan
$13.5M -$852K -1,621 -6%
HIP
993
HUB Investment Partners
Texas
$13.5M +$239K +455 +2%
AAM
994
Aureus Asset Management
Massachusetts
$13.5M -$56.8K -108 -0.4%
ECM
995
Evergreen Capital Management
Washington
$13.4M -$58.9K -112 -0.5%
MWM
996
McNaughton Wealth Management
California
$13.4M +$2.1K +4 +0%
BIA
997
Bigelow Investment Advisors
Maine
$13.4M +$580K +1,103 +5%
SCP
998
Silverleafe Capital Partners
Tennessee
$13.4M +$669K +1,272 +5%
CTC
999
Central Trust Company
Missouri
$13.4M -$210K -400 -2%
PVI
1000
Pine Valley Investments
New Jersey
$13.4M -$402K -764 -3%
38 39
40
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