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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1401
Tiemann Investment Advisors
California
$638K +$79.4K +259 +12%
BTW
1402
Boston Trust Walden
Massachusetts
$634K -$1.23K -4 -0.2%
NIM
1403
Nicollet Investment Management
Minnesota
$632K – – –
LRIA
1404
Leonard Rickey Investment Advisors
Washington
$631K -$17.5K -57 -2%
AFC
1405
Adaptive Financial Consulting
Ohio
$629K +$42.3K +138 +6%
CCM
1406
Carlson Capital Management
Minnesota
$629K +$54.2K +177 +9%
BCM
1407
BTR Capital Management
California
$628K – – –
SAA
1408
Southeast Asset Advisors
Georgia
$628K +$3.37K +11 +0.5%
GHA
1409
GW Henssler & Associates
Georgia
$627K +$50.3K +164 +7%
FWM
1410
Focused Wealth Management
New York
$626K -$6.43K -21 -0.9%
RFN
1411
RDA Financial Network
Iowa
$624K -$102K -333 -12%
ECG
1412
EPIQ Capital Group
California
$618K -$344K -1,122 -32%
FIM
1413
Frontier Investment Management
Texas
$618K -$168K -549 -19%
PGA
1414
Portland Global Advisors
Maine
$617K +$82.7K +270 +13%
LOPW
1415
Live Oak Private Wealth
North Carolina
$615K -$327K -1,066 -31%
APP
1416
Avantax Planning Partners
Iowa
$612K -$18.1K -59 -2%
MIM
1417
Macroview Investment Management
Maryland
$609K +$68.9K +225 +11%
BO
1418
Bank OZK
Arkansas
$608K -$3.68K -12 -0.5%
VWM
1419
Valley Wealth Managers
New Jersey
$608K +$153K +500 +27%
IA
1420
Independence Advisors
Pennsylvania
$606K +$58.8K +192 +9%
BMA
1421
Brooks Moore & Associates
Tennessee
$604K -$11K -36 -2%
GI
1422
Gradient Investments
Minnesota
$604K +$297K +968 +71%
TWM
1423
Trinity Wealth Management
Pennsylvania
$600K -$1.45M -4,734 -67%
TA
1424
TCG Advisors
Texas
$597K +$471K +1,537 +199%
TCA
1425
Transcend Capital Advisors
New Jersey
$591K +$310K +1,013 +80%
55 56
57
58 59