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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1226
Evergreen Capital Management
Washington
$667K +$543 +2 +0.1%
NB
1227
Nicolet Bankshares
Wisconsin
$664K -$454K -1,670 -39%
HCMNY
1228
Howard Capital Management (New York)
New York
$663K +$50.8K +187 +8%
COI
1229
Capital One Investing
Virginia
$662K +$714K +2,630 New
AWM
1230
Alterna Wealth Management
Texas
$659K +$735K +2,707 New
NHC
1231
Nicholas Hoffman & Company
Georgia
$654K +$1.63K +6 +0.2%
SCM
1232
Sterling Capital Management
North Carolina
$652K – – –
BA
1233
BKS Advisors
Michigan
$649K -$76.6K -282 -10%
BWAM
1234
Boyd Watterson Asset Management
Ohio
$643K +$65.7K +242 +10%
AIM
1235
Astor Investment Management
Illinois
$641K +$693K +2,551 New
PT
1236
Plimoth Trust
Massachusetts
$640K +$691K +2,545 New
AUB
1237
Atlantic Union Bankshares
Virginia
$635K – – –
LPIC
1238
LeJeune Puetz Investment Counsel
Michigan
$633K +$110K +404 +19%
TNBTD
1239
Trustmark National Bank Trust Department
Mississippi
$631K – – –
GHA
1240
GW Henssler & Associates
Georgia
$627K +$16.6K +61 +3%
EGA
1241
Eagle Global Advisors
Texas
$627K +$676K +2,490 New
RCA
1242
Rowland Carmichael Advisors
Arizona
$622K +$423K +1,556 +170%
BFO
1243
Boston Family Office
Massachusetts
$621K +$10.9K +40 +2%
CCB
1244
Cutter & Co Brokerage
Missouri
$619K +$181K +668 +37%
SFWA
1245
Summit Financial Wealth Advisors
Louisiana
$618K -$205K -756 -24%
BTW
1246
Boston Trust Walden
Massachusetts
$618K – – –
FAN
1247
Financial Advisors Network
California
$617K +$666K +2,452 New
IC
1248
Inscription Capital
Texas
$614K +$662K +2,439 New
CBN
1249
Cadence Bank NA
Texas
$611K -$11.7K -43 -2%
EB
1250
Eastern Bank
Massachusetts
$610K -$10.3K -38 -2%
48 49
50
51 52