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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
1101
Pettyjohn Wood & White
Virginia
$1.3M -$53.5K -180 -4%
M
1102
MOTCO
Texas
$1.3M +$7.43K +25 +0.6%
PWG
1103
Private Wealth Group
Florida
$1.3M – – –
WPA
1104
West Paces Advisors
Georgia
$1.29M – – –
SNT
1105
Security National Trust
West Virginia
$1.29M -$37.2K -125 -3%
PP
1106
Patten & Patten
Tennessee
$1.27M – – –
BAM
1107
Belpointe Asset Management
Nevada
$1.27M -$161K -542 -11%
KWA
1108
KCS Wealth Advisory
California
$1.26M +$116K +391 +10%
VWA
1109
V Wealth Advisors
Kansas
$1.26M +$6.84K +23 +0.5%
BMO
1110
Beck Mack & Oliver
New York
$1.26M – – –
MPI
1111
Mairs & Power Inc
Minnesota
$1.26M -$74.3K -250 -6%
WF
1112
Welch & Forbes
Massachusetts
$1.25M +$5.65K +19 +0.5%
MFIMFI
1113
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.25M +$6.24K +21 +0.5%
SP
1114
Successful Portfolios
Florida
$1.24M +$427K +1,435 +53%
PCMC
1115
Private Capital Management (Colorado)
Colorado
$1.23M -$74K -249 -6%
LFG
1116
Larson Financial Group
Missouri
$1.23M -$17.8K -60 -1%
IAA
1117
Ironsides Asset Advisors
North Carolina
$1.22M – – –
SW
1118
SlateStone Wealth
Florida
$1.22M -$892 -3 -0.1%
CSIA
1119
Charles Schwab Investment Advisory
California
$1.21M +$162K +546 +16%
NAM
1120
NTV Asset Management
West Virginia
$1.21M – – –
HCA
1121
Horan Capital Advisors
Ohio
$1.21M -$63K -212 -5%
CWM
1122
Connecticut Wealth Management
Connecticut
$1.21M -$20.2K -68 -2%
WBC
1123
West Branch Capital
Massachusetts
$1.21M -$9.21K -31 -0.8%
B
1124
Bellecapital
Switzerland
$1.2M – – –
BWP
1125
Bernardo Wealth Planning
Pennsylvania
$1.2M +$57.4K +193 +5%
43 44
45
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