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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
1201
Atlas Brown
Kentucky
$1.5M +$881 +3 +0.1%
PB
1202
Pinnacle Bancorp
Nebraska
$1.5M +$51.4K +175 +4%
TFS
1203
Thoroughbred Financial Services
Tennessee
$1.49M -$437K -1,490 -24%
BS
1204
Boenning & Scattergood
Pennsylvania
$1.49M +$96.6K +329 +7%
MMHP
1205
Murphy Middleton Hinkle & Parker
Georgia
$1.49M +$4.7K +16 +0.3%
CAM
1206
Carret Asset Management
New York
$1.49M +$7.05K +24 +0.5%
SRC
1207
Sage Rhino Capital
California
$1.49M +$305K +1,040 +28%
MCG
1208
MACRO Consulting Group
New Jersey
$1.48M -$29.4K -100 -2%
AF
1209
Alerus Financial
North Dakota
$1.47M +$107K +365 +8%
FWM
1210
Foresight Wealth Management
Utah
$1.47M -$82.2K -280 -6%
SMM
1211
Stadion Money Management
Georgia
$1.45M -$113K -385 -8%
EWM
1212
Edge Wealth Management
New York
$1.45M -$587 -2 -0%
HAS
1213
HBW Advisory Services
California
$1.45M +$1.37M +4,672 New
TWM
1214
Tolleson Wealth Management
Texas
$1.44M – – –
WCWM
1215
Willow Creek Wealth Management
California
$1.44M +$294 +1 +0%
SC
1216
Slow Capital
California
$1.43M +$7.93K +27 +0.6%
PV
1217
Private Vista
Illinois
$1.43M – – –
TCBWMS
1218
Texas Capital Bank Wealth Management Services
Texas
$1.43M -$147K -502 -10%
FPCG
1219
Fort Pitt Capital Group
Pennsylvania
$1.43M -$25.3K -86 -2%
CA
1220
Claro Advisors
Massachusetts
$1.42M +$1.35M +4,595 New
ADL
1221
Asset Dedication LLC
California
$1.42M +$20.6K +70 +2%
GP
1222
Girard Partners
Pennsylvania
$1.42M -$184K -628 -12%
MPCG
1223
Matrix Private Capital Group
New York
$1.42M -$45.8K -156 -3%
TTWM
1224
TCV Trust & Wealth Management
Virginia
$1.41M -$42.6K -145 -3%
FTI
1225
Fiduciary Trust International
Massachusetts
$1.41M -$12.3M -41,804 -90%
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