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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1126
SMI Advisory Services
Indiana
$16M -$2.81M -4,109 -15%
HC
1127
Hoese & Co
Minnesota
$15.9M -$5.72M -8,375 -26%
GWANC
1128
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.9M +$6.15K +9 +0%
PBO
1129
Peoples Bank (Ohio)
Ohio
$15.9M +$90.1K +132 +0.5%
PGWM
1130
Parisi Gray Wealth Management
New Jersey
$15.8M -$2.05K -3 -0%
ISL
1131
Ingalls & Snyder LLC
New York
$15.8M +$546K +800 +3%
IAG
1132
Investment Advisory Group
Massachusetts
$15.8M +$371K +544 +2%
BF
1133
Baring Financial
Washington
$15.8M +$534K +782 +3%
PIA
1134
Perennial Investment Advisors
California
$15.8M +$7.22M +10,575 +78%
RWS
1135
Retirement Wealth Solutions
Wisconsin
$15.7M +$2.69M +3,933 +20%
FNT
1136
First National Trust
Pennsylvania
$15.7M +$206K +302 +1%
TVM
1137
True Vision MN
Minnesota
$15.7M +$4.07M +5,958 +33%
DIM
1138
Delta Investment Management
California
$15.7M +$182K +267 +1%
AHC
1139
Anderson Hoagland & Co
Missouri
$15.7M +$16.4K +24 +0.1%
VP
1140
Verum Partners
North Carolina
$15.7M -$212K -311 -1%
TPWA
1141
Twin Peaks Wealth Advisors
California
$15.6M +$5.55M +8,132 +51%
DCM
1142
Disciplina Capital Management
Tennessee
$15.6M – – –
MFG
1143
Mosaic Financial Group
Illinois
$15.6M -$295K -432 -2%
CTWM
1144
Cherry Tree Wealth Management
Minnesota
$15.6M -$254K -372 -2%
OC
1145
Oarsman Capital
Wisconsin
$15.6M -$1.24M -1,810 -7%
DWM
1146
DWR Wealth Management
California
$15.5M -$445K -652 -3%
GWM
1147
GK Wealth Management
Nevada
$15.5M +$15.9M +23,276 +1,916%
LFS
1148
Lutz Financial Services
Nebraska
$15.5M -$131K -192 -0.8%
DCM
1149
Dimension Capital Management
Florida
$15.4M -$3.03M -4,437 -16%
BWM
1150
Braeburn Wealth Management
Michigan
$15.4M -$5.09M -7,452 -24%
44 45
46
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