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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1226
HeadInvest LLC
Maine
$1.45M -$80.8K -261 -5%
BAM
1227
Belpointe Asset Management
Nevada
$1.45M +$78.6K +254 +6%
BCM
1228
Brookmont Capital Management
Texas
$1.45M -$4.33K -14 -0.3%
WPA
1229
West Paces Advisors
Georgia
$1.44M +$35.6K +115 +3%
PWPS
1230
Pinnacle Wealth Planning Services
Ohio
$1.44M -$157K -508 -10%
CF
1231
Centaurus Financial
California
$1.43M -$374K -1,207 -21%
AWM
1232
Apollon Wealth Management
South Carolina
$1.42M -$21.7K -70 -2%
PWG
1233
Private Wealth Group
Florida
$1.4M – – –
CB
1234
CNB Bank
Pennsylvania
$1.4M +$556K +1,798 +71%
MCA
1235
Magnolia Capital Advisors
Mississippi
$1.38M +$1.32M +4,267 New
SPA
1236
Sentinel Pension Advisors
Massachusetts
$1.37M +$1.31M +4,239 New
WBC
1237
West Branch Capital
Massachusetts
$1.37M +$57.6K +186 +5%
BMO
1238
Beck Mack & Oliver
New York
$1.36M – – –
MPI
1239
Mairs & Power Inc
Minnesota
$1.36M – – –
MFIMFI
1240
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.36M +$8.05K +26 +0.6%
ECA
1241
Elevated Capital Advisors
Utah
$1.36M +$1.3M +4,203 New
SCM
1242
Southport Capital Management
Tennessee
$1.34M +$257K +830 +25%
PWW
1243
Pettyjohn Wood & White
Virginia
$1.33M -$77.4K -250 -6%
BPB
1244
Badgley, Phelps & Bell
Washington
$1.33M +$34.7K +112 +3%
VAM
1245
Verity Asset Management
North Carolina
$1.33M +$967K +3,125 +315%
IAA
1246
Ironsides Asset Advisors
North Carolina
$1.32M – – –
PV
1247
Private Vista
Illinois
$1.32M +$203K +655 +19%
APW
1248
Austin Private Wealth
Texas
$1.32M +$1.27M +4,091 New
CPC
1249
Congress Park Capital
New York
$1.32M +$603K +1,949 +92%
NAM
1250
NTV Asset Management
West Virginia
$1.31M +$1.24K +4 +0.1%
48 49
50
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