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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
1376
Heritage Family Offices
Arizona
$7.39M +$227K +384 +3%
CPA
1377
Cardiff Park Advisors
California
$7.37M -$1.33M -2,258 -15%
TPI
1378
Trust Point Inc
Wisconsin
$7.35M -$3.54K -6 -0%
NFSG
1379
Newbridge Financial Services Group
Florida
$7.33M +$1.73M +2,929 +29%
MFG
1380
Mendota Financial Group
Wisconsin
$7.28M -$2.26M -3,819 -23%
SMAM
1381
Sugar Maple Asset Management
Wisconsin
$7.26M -$607K -1,028 -7%
IAS
1382
Insigneo Advisory Services
Florida
$7.24M +$723K +1,224 +10%
AUB
1383
Atlantic Union Bankshares
Virginia
$7.23M +$14.2K +24 +0.2%
SAM
1384
Smartleaf Asset Management
Massachusetts
$7.19M +$70.9K +120 +0.9%
FCC
1385
Flower City Capital
New York
$7.17M -$49K -83 -0.6%
SFC
1386
Strategic Financial Concepts
Texas
$7.13M +$1.13M +1,916 +18%
CWM
1387
C2C Wealth Management
Arizona
$7.12M +$104K +176 +1%
NCM
1388
Nelson Capital Management
California
$7.09M -$56.7K -96 -0.8%
MWM
1389
MinichMacGregor Wealth Management
New York
$7.08M -$1.79M -3,033 -19%
JCM
1390
Jacobi Capital Management
Pennsylvania
$7.08M -$563K -953 -7%
SFM
1391
Signet Financial Management
New Jersey
$7.08M +$2.51M +4,243 +51%
SFP
1392
Sterling Financial Planning
New Jersey
$7.07M -$25.4K -43 -0.3%
UOWF
1393
University of Wisconsin Foundation
Wisconsin
$7.05M -$21.4M -36,198 -74%
CWC
1394
Carolinas Wealth Consulting
North Carolina
$7.04M +$348K +589 +5%
ACA
1395
Atlas Capital Advisors
Wyoming
$7.03M +$6.35M +10,753 +613%
WT
1396
Washington Trust
Rhode Island
$7.01M +$73.8K +125 +1%
SAM
1397
Secure Asset Management
Michigan
$7.01M -$9.09M -15,390 -55%
SMI
1398
Shelter Mutual Insurance
Missouri
$7M – – –
PTP
1399
Platform Technology Partners
New York
$7M -$78.5K -133 -1%
RWM
1400
Riverbend Wealth Management
South Carolina
$6.99M -$1.17M -1,988 -14%
54 55
56
57 58