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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1326
VisionPoint Advisory Group
Texas
$13.2M +$9.1M +12,499 +245%
FHC
1327
First Heartland Consultants
Missouri
$13.2M +$2.99M +4,110 +30%
ODIJL
1328
One Day In July LLC
Vermont
$13.2M +$415K +570 +3%
FPCG
1329
Forum Private Client Group
Indiana
$13.1M +$277K +381 +2%
TRIA
1330
Trail Ridge Investment Advisors
Colorado
$13.1M -$110K -151 -0.9%
ANBT
1331
American National Bank & Trust
Texas
$13.1M -$20.4K -28 -0.2%
RC
1332
Roundview Capital
New Jersey
$13.1M +$253K +347 +2%
LIA
1333
LifePlan Investment Advisors
North Carolina
$13M +$5.06M +6,943 +66%
JA
1334
JVL Associates
Michigan
$13M -$393K -540 -3%
PCA
1335
Prosperity Capital Advisors
Ohio
$13M -$728K -1,000 -5%
ES
1336
Eagle Strategies
New York
$13M +$883K +1,212 +8%
WPC
1337
Wedmont Private Capital
Pennsylvania
$12.9M +$692K +950 +6%
FWA
1338
FOCUS Wealth Advisors
Texas
$12.9M -$1.63M -2,242 -11%
HIP
1339
HUB Investment Partners
Texas
$12.9M +$6.38M +8,766 +103%
LI
1340
Louisbourg Investments
New Brunswick, Canada
$12.9M -$867K -1,190 -6%
FFS
1341
Founders Financial Securities
Maryland
$12.9M -$489K -671 -4%
LIM
1342
Leavell Investment Management
Alabama
$12.9M +$200K +275 +2%
EA
1343
Emerald Advisors
Washington
$12.9M +$636K +874 +5%
UB
1344
Umpqua Bank
Oregon
$12.8M +$773K +1,062 +7%
BPCE
1345
Bank Pictet & Cie (Europe)
Germany
$12.8M – – –
LCOV
1346
London Company of Virginia
Virginia
$12.8M -$14.5M -19,888 -54%
BB
1347
Busey Bank
Illinois
$12.7M +$1M +1,377 +9%
BIP
1348
Blueprint Investment Partners
North Carolina
$12.7M -$2.35M -3,222 -16%
APFP
1349
Action Point Financial Planning
Michigan
$12.7M +$9.15M +12,560 +286%
MSFS
1350
Main Street Financial Solutions
Pennsylvania
$12.7M +$345K +474 +3%
52 53
54
55 56