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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
1426
Van Strum & Towne
California
$303K – – –
CS
1427
Cannell & Spears
New York
$302K +$74.4K +274 +30%
FSA
1428
Fort Sheridan Advisors
Illinois
$302K +$326K +1,200 New
HDIM
1429
Hanson & Doremus Investment Management
Vermont
$296K – – –
AIM
1430
Avity Investment Management
Connecticut
$294K – – –
TTWM
1431
TCV Trust & Wealth Management
Virginia
$293K -$60.8K -224 -16%
AP
1432
Atwood & Palmer
Missouri
$293K – – –
JFM
1433
Jackson Financial Management
California
$293K +$26.1K +96 +9%
AWA
1434
Acorn Wealth Advisors
Michigan
$291K +$1.9K +7 +0.6%
WAS
1435
WESPAC Advisors SoCal
California
$289K – – –
MPIA
1436
Mountain Pacific Investment Advisers
Idaho
$286K – – –
UBG
1437
United Bank (Georgia)
Georgia
$284K +$307K +1,130 New
AWE
1438
Avidian Wealth Enterprises
Texas
$283K +$81.2K +299 +36%
HFA
1439
High Falls Advisors
New York
$282K -$386K -1,423 -56%
KPW
1440
Kore Private Wealth
New York
$281K +$303K +1,115 New
MG
1441
MilWealth Group
Wisconsin
$280K +$303K +1,114 New
PFM
1442
Peak Financial Management
Massachusetts
$280K +$302K +1,111 New
FM
1443
Foster & Motley
Ohio
$278K +$300K +1,104 New
OI
1444
Oakbrook Investments
Illinois
$277K +$299K +1,100 New
LWM
1445
Lenox Wealth Management
Ohio
$276K +$38.8K +143 +15%
LWANC
1446
Laurel Wealth Advisors (North Carolina)
North Carolina
$276K +$297K +1,095 New
HCA
1447
Harbour Capital Advisors
Virginia
$276K +$298K +1,098 New
BCA
1448
Berman Capital Advisors
Georgia
$275K -$324K -1,194 -52%
FEM
1449
Fulcrum Equity Management
Texas
$274K +$296K +1,090 New
ST
1450
Spinnaker Trust
Maine
$273K +$4.34K +16 +1%
56 57
58
59 60