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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1326
WestHill Financial Advisors
California
$2.53M +$399 +1 +0%
EWA
1327
EverSource Wealth Advisors
Alabama
$2.53M +$323K +809 +13%
SP
1328
Successful Portfolios
Florida
$2.52M +$286K +717 +11%
MWM
1329
Mattern Wealth Management
Kansas
$2.51M -$2K -5 -0.1%
EIP
1330
Ellis Investment Partners
Pennsylvania
$2.51M +$5.19K +13 +0.2%
CWA
1331
CM Wealth Advisors
Ohio
$2.49M -$23.2K -58 -0.8%
DDC
1332
DF Dent & Co
Maryland
$2.49M +$1.43M +3,569 +106%
AAM
1333
Autus Asset Management
Arizona
$2.48M -$19.6K -49 -0.7%
SCM
1334
SOL Capital Management
Maryland
$2.47M +$78.7K +197 +3%
PPW
1335
Parcion Private Wealth
Washington
$2.47M +$173K +433 +7%
NWM
1336
Northwest Wealth Management
Iowa
$2.47M -$67.5K -169 -2%
NAS
1337
Nicolet Advisory Services
Wisconsin
$2.46M -$13.2K -33 -0.5%
PFSC
1338
Peoples Financial Services Corp
Pennsylvania
$2.45M – – –
BBNA
1339
Bremer Bank National Association
Minnesota
$2.43M – – –
TP
1340
Tranquility Partners
Tennessee
$2.43M -$267K -669 -9%
MC
1341
Moors & Cabot
Massachusetts
$2.43M +$407K +1,019 +18%
MIFH
1342
Migdal Insurance & Financial Holdings
Israel
$2.43M -$630K -1,577 -19%
HMH
1343
Hackensack Meridian Health
New Jersey
$2.43M – – –
FUBT
1344
First United Bank & Trust
Maryland
$2.43M – – –
YIH
1345
Y-Intercept (HK)
Hong Kong
$2.43M +$1.7M +4,252 +169%
HCM
1346
Harvey Capital Management
Florida
$2.42M +$9.98K +25 +0.4%
AUB
1347
Atlantic Union Bankshares
Virginia
$2.42M -$182K -456 -6%
SCA
1348
Sage Capital Advisors
South Dakota
$2.42M -$577K -1,445 -18%
IFS
1349
Intelligent Financial Strategies
Minnesota
$2.42M – – –
MJRIC
1350
Mogy Joel R Investment Counsel
California
$2.41M – – –
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