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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1301
Mengis Capital Management
Oregon
$645K -$74K -249 -10%
RCA
1302
Ranch Capital Advisors
Florida
$645K +$643K +2,162 New
IA
1303
Independence Advisors
Pennsylvania
$644K -$7.13K -24 -1%
CAMG
1304
CWA Asset Management Group
Florida
$643K -$281K -947 -31%
MIM
1305
Macroview Investment Management
Maryland
$642K +$18.7K +63 +3%
DACG
1306
Donor Advised Charitable Giving
California
$639K -$795K -2,674 -56%
FA
1307
Financial Advisors
Massachusetts
$635K – – –
CPC
1308
Congress Park Capital
New York
$635K +$109K +367 +21%
OIWM
1309
OptiFour Integrated Wealth Management
Virginia
$634K – – –
TNBTD
1310
Trustmark National Bank Trust Department
Mississippi
$632K -$253K -850 -29%
MWM
1311
Marietta Wealth Management
Georgia
$630K +$30K +101 +5%
BCMO
1312
Buckingham Capital Management (Ohio)
Ohio
$628K -$66K -222 -10%
SFWA
1313
Summit Financial Wealth Advisors
Louisiana
$627K -$99K -333 -14%
CBN
1314
Cadence Bank NA
Texas
$624K -$52K -175 -8%
1WA
1315
180 Wealth Advisors
Washington
$620K +$4.76K +16 +0.8%
PC
1316
Peavine Capital
Nevada
$617K -$32.7K -110 -5%
KP
1317
Keel Point
Alabama
$617K -$17.5K -59 -3%
MA
1318
MONECO Advisors
Connecticut
$615K +$226K +759 +58%
PA
1319
Paracle Advisors
Washington
$608K +$284K +956 +88%
AWA
1320
AmeriServ Wealth Advisors
Pennsylvania
$606K -$10.4K -35 -2%
ATFA
1321
All Terrain Financial Advisors
Minnesota
$605K – – –
CCM
1322
Covington Capital Management
California
$605K – – –
RC
1323
Roundview Capital
New Jersey
$601K – – –
VCA
1324
Verdence Capital Advisors
Maryland
$601K +$85.3K +287 +17%
NP
1325
Ninepoint Partners
Ontario, Canada
$597K – – –
51 52
53
54 55