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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
1126
First National Bank of South Miami
Florida
$4.35M -$494K -1,236 -9%
OIS
1127
Okabena Investment Services
Minnesota
$4.33M +$358K +897 +8%
WPC
1128
White Pine Capital
Minnesota
$4.33M +$970K +2,428 +25%
CIAS
1129
Capital Investment Advisory Services
North Carolina
$4.31M +$698K +1,749 +17%
JAG
1130
Journey Advisory Group
Kentucky
$4.29M -$347K -868 -7%
IIC
1131
Ironwood Investment Counsel
Arizona
$4.26M -$149K -373 -3%
CIR
1132
Clear Investment Research
Georgia
$4.25M -$119K -298 -2%
WB
1133
West Bancorporation
Iowa
$4.25M +$53.5K +134 +1%
CA
1134
Claro Advisors
Massachusetts
$4.25M – – –
RFA
1135
Radnor Financial Advisors
Pennsylvania
$4.21M -$212K -531 -4%
TWP
1136
Tempus Wealth Planning
California
$4.2M +$2.19M +5,496 +89%
GLLW
1137
Graves Light Lenhart Wealth
Virginia
$4.18M -$47.1K -118 -1%
NEGWA
1138
New England Guild Wealth Advisors
Connecticut
$4.18M -$350K -877 -7%
DS
1139
DRW Securities
Illinois
$4.17M +$4.65M +11,634 New
MFA
1140
Morling Financial Advisors
California
$4.14M +$98.6K +247 +2%
CRC
1141
Curi RMB Capital
Illinois
$4.1M +$179K +448 +4%
VCM
1142
Virtue Capital Management
Tennessee
$4.08M +$4.54M +11,377 New
SFPG
1143
Stonebridge Financial Planning Group
Florida
$4.08M -$100K -251 -2%
BCA
1144
Bray Capital Advisors
Florida
$4.06M +$12K +30 +0.3%
HFRG
1145
Houlihan Financial Resource Group
Virginia
$4.06M +$4.31M +10,787 New
CCT
1146
Chemung Canal Trust
New York
$4.06M +$1.77M +4,434 +64%
CAM
1147
Campion Asset Management
Virginia
$4.05M +$72.7K +182 +2%
NCM
1148
NCM Capital Management
New Jersey
$4M +$355K +889 +9%
IFA
1149
Index Fund Advisors
California
$4M +$1.35M +3,369 +43%
JFA
1150
JNBA Financial Advisors
Minnesota
$3.99M -$211K -529 -5%
44 45
46
47 48