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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1276
Carnegie Investment Counsel
Ohio
$9.7M +$223K +389 +3%
CC
1277
Copperleaf Capital
North Carolina
$9.7M +$103K +180 +1%
SGK
1278
Steigerwald Gordon & Koch
Virginia
$9.67M +$359K +626 +4%
MPW
1279
MASECO Private Wealth
$9.67M +$8.94M +15,570 New
GB
1280
Goepper Burkhardt
South Carolina
$9.66M +$1.38M +2,397 +18%
SF
1281
Symphony Financial
Texas
$9.66M +$6.84M +11,920 +159%
GPA
1282
Garrison Point Advisors
California
$9.65M +$63.7K +111 +0.7%
WPC
1283
White Pine Capital
Minnesota
$9.61M +$360K +627 +4%
CIR
1284
Clear Investment Research
Georgia
$9.6M -$145K -252 -2%
NB
1285
Nicolet Bankshares
Wisconsin
$9.56M +$2.52M +4,381 +40%
WPP
1286
Whalerock Point Partners
Rhode Island
$9.53M +$296K +516 +3%
AWA
1287
Arete Wealth Advisors
Illinois
$9.52M -$1.58M -2,751 -15%
IMRF
1288
Illinois Municipal Retirement Fund
Illinois
$9.5M -$1.03M -1,800 -11%
LF
1289
Lighthouse Financial
Florida
$9.46M -$109K -189 -1%
SC
1290
Sapient Capital
Indiana
$9.45M +$181K +316 +2%
GG
1291
Greenwood Gearhart
Arkansas
$9.44M -$1.34M -2,327 -13%
RWM
1292
Rialto Wealth Management
New York
$9.44M +$648K +1,128 +8%
NL
1293
NEPC LLC
Massachusetts
$9.42M – – –
GM
1294
GeoWealth Management
Illinois
$9.42M -$1.45M -2,521 -14%
BC
1295
Bulwark Capital
Florida
$9.4M +$8.7M +15,145 New
SMAM
1296
Sugar Maple Asset Management
Wisconsin
$9.4M +$1.28M +2,222 +17%
MF
1297
Meridian Financial
Massachusetts
$9.38M -$108K -188 -1%
CCP
1298
Cassia Capital Partners
North Carolina
$9.38M -$314K -546 -3%
PWMA
1299
Pension & Wealth Management Advisors
Massachusetts
$9.37M -$134K -233 -2%
ES
1300
Eagle Strategies
New York
$9.33M +$456K +795 +6%
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