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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1051
Dakota Wealth Management
Florida
$2.65M +$323K +970 +14%
WPC
1052
White Pine Capital
Minnesota
$2.64M +$24.6K +74 +0.9%
BFP
1053
Briaud Financial Planning
Texas
$2.63M – – –
WFMPM
1054
Woodley Farra Manion Portfolio Management
Indiana
$2.63M -$46.9K -141 -2%
PWP
1055
Private Wealth Partners
California
$2.6M – – –
HB
1056
Horizon Bancorp
Indiana
$2.57M – – –
HBWM
1057
Hollow Brook Wealth Management
New York
$2.57M – – –
SGCA
1058
Steel Grove Capital Advisors
Tennessee
$2.56M +$1.27M +3,802 +99%
MCM
1059
Maple Capital Management
Vermont
$2.54M -$54.2K -163 -2%
SIAS
1060
Shine Investment Advisory Services
Colorado
$2.54M -$623K -1,873 -20%
BCA
1061
Bay Colony Advisors
Massachusetts
$2.52M +$30.6K +92 +1%
EF
1062
Empirical Finance
Pennsylvania
$2.51M +$2.49M +7,476 New
NB
1063
Nicolet Bankshares
Wisconsin
$2.51M +$285K +855 +13%
PAS
1064
Partnervest Advisory Services
California
$2.51M +$112K +336 +5%
MWM
1065
Mission Wealth Management
California
$2.5M -$228K -686 -8%
WAM
1066
Weatherly Asset Management
California
$2.49M +$11K +33 +0.4%
MSAM
1067
Moloney Securities Asset Management
Missouri
$2.49M -$16.3K -49 -0.7%
QA
1068
Quantitative Advantage
Minnesota
$2.48M -$63.6K -191 -3%
CPIA
1069
Cornell Pochily Investment Advisors
New York
$2.48M +$19K +57 +0.8%
CS
1070
Capital Square
Tennessee
$2.48M -$311K -936 -11%
PMA
1071
Prudent Man Advisors
Illinois
$2.47M +$511K +1,535 +26%
ACG
1072
Allen Capital Group
Nebraska
$2.47M -$376K -1,131 -14%
CNC
1073
Citizens & Northern Corp
Pennsylvania
$2.47M -$53.2K -160 -2%
VWM
1074
Vigilare Wealth Management
Arizona
$2.45M -$169K -507 -6%
AIM
1075
Arcadia Investment Management
Michigan
$2.45M – – –
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