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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
1101
Umpqua Bank
Oregon
$11.8M +$961K +1,728 +9%
FFP
1102
Forbes Financial Planning
Rhode Island
$11.8M +$30.6K +55 +0.3%
EWA
1103
EverSource Wealth Advisors
Alabama
$11.7M +$540K +971 +5%
TPWA
1104
Twin Peaks Wealth Advisors
California
$11.7M +$533K +959 +5%
LI
1105
Louisbourg Investments
New Brunswick, Canada
$11.7M -$221K -398 -2%
PCP
1106
Proficio Capital Partners
Massachusetts
$11.6M -$2.91M -5,237 -21%
RTL
1107
Red Tortoise LLC
Georgia
$11.6M -$247K -445 -2%
ODIJL
1108
One Day In July LLC
Vermont
$11.6M -$1.2M -2,158 -10%
MWM
1109
Merriman Wealth Management
Washington
$11.6M +$833K +1,499 +8%
GCM
1110
Granby Capital Management
Florida
$11.5M – – –
BI
1111
Berkeley Inc
Idaho
$11.5M +$5.51M +9,911 +99%
NAG
1112
Northstar Advisory Group
New Jersey
$11.5M -$7.19M -12,931 -39%
ACA
1113
Aptus Capital Advisors
Alabama
$11.4M +$8.25M +14,842 +305%
RDIA
1114
RE Dickinson Investment Advisors
Iowa
$11.4M +$296K +533 +3%
SDAM
1115
Shulman DeMeo Asset Management
New York
$11.3M +$5K +9 +0%
PTC
1116
Private Trust Company
Ohio
$11.3M -$1.25M -2,250 -10%
IAG
1117
Investment Advisory Group
Massachusetts
$11.3M +$494K +889 +5%
HIA
1118
Harbor Investment Advisory
Maryland
$11.3M -$94K -169 -0.9%
MFG
1119
Mendota Financial Group
Wisconsin
$11.2M +$364K +655 +3%
PCS
1120
Private Client Services
Kentucky
$11.2M +$871K +1,566 +9%
BP
1121
BWM Planning
Texas
$11.2M +$10.8M +19,422 New
BCWM
1122
Bartlett & Co Wealth Management
Ohio
$11.2M -$409K -736 -4%
WF
1123
Wayfinding Financial
Washington
$11.2M -$355K -639 -3%
SB
1124
Strategic Blueprint
Georgia
$11.2M +$130K +233 +1%
FWP
1125
Firethorn Wealth Partners
Georgia
$11.2M -$2.13M -3,829 -17%
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45
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