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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1176
Continuum Advisory
Idaho
$4.68M -$3.22M -8,344 -41%
TWP
1177
Tempus Wealth Planning
California
$4.64M +$143K +371 +3%
CD
1178
Chapin Davis
Maryland
$4.63M +$4.65M +12,039 New
CI
1179
Cavalier Investments
Georgia
$4.62M +$814K +2,108 +21%
CCT
1180
Chemung Canal Trust
New York
$4.61M +$263K +681 +6%
SF
1181
Symphony Financial
Texas
$4.59M -$547K -1,417 -11%
CA
1182
Claro Advisors
Massachusetts
$4.58M +$277K +719 +6%
OFG
1183
OmniStar Financial Group
North Carolina
$4.57M -$278K -720 -6%
BC
1184
Barrett & Company
Rhode Island
$4.56M – – –
AG
1185
Ascent Group
Virginia
$4.55M -$1.16K -3 -0%
CIR
1186
Clear Investment Research
Georgia
$4.55M -$5.79K -15 -0.1%
WAL
1187
W Advisors LLC
Tennessee
$4.53M +$1.06M +2,754 +30%
SAM
1188
S.A. Mason
Michigan
$4.5M -$414K -1,074 -8%
FA
1189
Forefront Analytics
Pennsylvania
$4.48M -$1.84M -4,775 -29%
GLLW
1190
Graves Light Lenhart Wealth
Virginia
$4.46M -$19.7K -51 -0.4%
CRI
1191
Colonial River Investments
Virginia
$4.43M +$3.63M +9,414 +445%
VP
1192
Verum Partners
North Carolina
$4.41M +$4.43M +11,488 New
CAM
1193
Campion Asset Management
Virginia
$4.41M +$76.4K +198 +2%
BB
1194
Berkshire Bank
Massachusetts
$4.4M -$389K -1,007 -8%
FHC
1195
First Heartland Consultants
Missouri
$4.4M +$405K +1,050 +10%
BCG
1196
Breakwater Capital Group
New Jersey
$4.4M +$4.42M +11,448 New
PP
1197
PFS Partners
New Jersey
$4.39M -$556K -1,442 -11%
CRC
1198
Curi RMB Capital
Illinois
$4.37M -$17.4K -45 -0.4%
MWM
1199
Marietta Wealth Management
Georgia
$4.37M +$1.62M +4,196 +58%
HH
1200
Hilltop Holdings
Texas
$4.37M +$2.21M +5,728 +102%
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