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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1126
Okabena Investment Services
Minnesota
$4.33M +$358K +897 +8%
WPC
1127
White Pine Capital
Minnesota
$4.33M +$970K +2,428 +25%
CIAS
1128
Capital Investment Advisory Services
North Carolina
$4.31M +$698K +1,749 +17%
JAG
1129
Journey Advisory Group
Kentucky
$4.29M -$347K -868 -7%
IIC
1130
Ironwood Investment Counsel
Arizona
$4.26M -$149K -373 -3%
CIR
1131
Clear Investment Research
Georgia
$4.25M -$119K -298 -2%
WB
1132
West Bancorporation
Iowa
$4.25M +$53.5K +134 +1%
CA
1133
Claro Advisors
Massachusetts
$4.25M – – –
RFA
1134
Radnor Financial Advisors
Pennsylvania
$4.21M -$212K -531 -4%
TWP
1135
Tempus Wealth Planning
California
$4.2M +$2.19M +5,496 +89%
GLLW
1136
Graves Light Lenhart Wealth
Virginia
$4.18M -$47.1K -118 -1%
NEGWA
1137
New England Guild Wealth Advisors
Connecticut
$4.18M -$350K -877 -7%
DS
1138
DRW Securities
Illinois
$4.17M +$4.65M +11,634 New
MFA
1139
Morling Financial Advisors
California
$4.14M +$98.6K +247 +2%
CRC
1140
Curi RMB Capital
Illinois
$4.1M +$179K +448 +4%
VCM
1141
Virtue Capital Management
Tennessee
$4.08M +$4.54M +11,377 New
SFPG
1142
Stonebridge Financial Planning Group
Florida
$4.08M -$100K -251 -2%
BCA
1143
Bray Capital Advisors
Florida
$4.06M +$12K +30 +0.3%
HFRG
1144
Houlihan Financial Resource Group
Virginia
$4.06M +$4.31M +10,787 New
CCT
1145
Chemung Canal Trust
New York
$4.06M +$1.77M +4,434 +64%
CAM
1146
Campion Asset Management
Virginia
$4.05M +$72.7K +182 +2%
NCM
1147
NCM Capital Management
New Jersey
$4M +$355K +889 +9%
IFA
1148
Index Fund Advisors
California
$4M +$1.35M +3,369 +43%
JFA
1149
JNBA Financial Advisors
Minnesota
$3.99M -$211K -529 -5%
SFO
1150
Stokes Family Office
Louisiana
$3.99M +$902K +2,260 +25%
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