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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1426
WESPAC Advisors SoCal
California
$289K – – –
MPIA
1427
Mountain Pacific Investment Advisers
Idaho
$286K – – –
UBG
1428
United Bank (Georgia)
Georgia
$284K +$307K +1,130 New
AWE
1429
Avidian Wealth Enterprises
Texas
$283K +$81.2K +299 +36%
HFA
1430
High Falls Advisors
New York
$282K -$386K -1,423 -56%
KPW
1431
Kore Private Wealth
New York
$281K +$303K +1,115 New
MG
1432
MilWealth Group
Wisconsin
$280K +$303K +1,114 New
PFM
1433
Peak Financial Management
Massachusetts
$280K +$302K +1,111 New
FM
1434
Foster & Motley
Ohio
$278K +$300K +1,104 New
OI
1435
Oakbrook Investments
Illinois
$277K +$299K +1,100 New
LWM
1436
Lenox Wealth Management
Ohio
$276K +$38.8K +143 +15%
LWANC
1437
Laurel Wealth Advisors (North Carolina)
North Carolina
$276K +$297K +1,095 New
HCA
1438
Harbour Capital Advisors
Virginia
$276K +$298K +1,098 New
BCA
1439
Berman Capital Advisors
Georgia
$275K -$324K -1,194 -52%
FEM
1440
Fulcrum Equity Management
Texas
$274K +$296K +1,090 New
ST
1441
Spinnaker Trust
Maine
$273K +$4.34K +16 +1%
AA
1442
Apriem Advisors
California
$272K +$40.7K +150 +16%
DIA
1443
Dana Investment Advisors
Wisconsin
$270K +$291K +1,072 New
SMH
1444
Sanders Morris Harris
Texas
$269K -$4.07K -15 -1%
VCA
1445
Verdence Capital Advisors
Maryland
$269K +$290K +1,068 New
BMC
1446
Benin Management Corp
Connecticut
$266K – – –
CPC
1447
Congress Park Capital
New York
$263K +$15.8K +58 +6%
AIA
1448
Alera Investment Advisors
Illinois
$263K +$284K +1,046 New
CM
1449
Churchill Management
California
$260K +$10K +37 +4%
HIM
1450
Hotaling Investment Management
Pennsylvania
$260K +$280K +1,032 New
56 57
58
59 60