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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LIC
1251
Lodestar Investment Counsel
Illinois
$615K – – –
1SB
1252
1ST Source Bank
Indiana
$608K – – –
MWM
1253
Marietta Wealth Management
Georgia
$606K -$849K -3,106 -59%
1WA
1254
180 Wealth Advisors
Washington
$606K +$571K +2,090 New
FA
1255
Financial Advisors
Massachusetts
$605K +$273 +1 +0%
OIWM
1256
OptiFour Integrated Wealth Management
Virginia
$604K -$16.1K -59 -3%
APP
1257
Avantax Planning Partners
Iowa
$603K -$579K -2,117 -50%
PC
1258
Peavine Capital
Nevada
$596K – – –
VCM
1259
Virtue Capital Management
Tennessee
$596K +$325K +1,188 +131%
RFN
1260
RDA Financial Network
Iowa
$580K +$543K +1,986 New
PAMG
1261
Patton Albertson Miller Group
Tennessee
$576K -$57.7K -211 -9%
WCM
1262
Whitener Capital Management
North Carolina
$576K – – –
ATFA
1263
All Terrain Financial Advisors
Minnesota
$575K -$191K -700 -26%
KP
1264
Keel Point
Alabama
$575K -$38.6K -141 -7%
BFO
1265
Biltmore Family Office
North Carolina
$572K – – –
NP
1266
Ninepoint Partners
Ontario, Canada
$569K -$299K -1,095 -35%
SFFS
1267
Stonehage Fleming Financial Services
Jersey
$568K +$411K +1,504 +306%
PPP
1268
Private Portfolio Partners
New Jersey
$565K -$29K -106 -5%
TCCM
1269
Timber Creek Capital Management
Massachusetts
$564K -$4.92K -18 -0.9%
FNBOO
1270
First National Bank of Omaha
Nebraska
$564K +$17.8K +65 +3%
FNC
1271
First National Corp
Massachusetts
$562K -$33.9K -124 -6%
JC
1272
Jentner Corp
Ohio
$560K – – –
MIG
1273
McGuire Investment Group
Rhode Island
$556K +$30.4K +111 +6%
WPP
1274
Whalerock Point Partners
Rhode Island
$551K +$264K +965 +99%
CCM
1275
Covington Capital Management
California
$549K – – –
49 50
51
52 53