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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1426
Oak Asset Management
California
$2.21M +$2.4M +5,831 New
VC
1427
Veracity Capital
Georgia
$2.21M -$183K -444 -7%
SDWMA
1428
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.2M +$165K +400 +7%
MP
1429
McDonald Partners
Ohio
$2.19M +$38.3K +93 +2%
FWP
1430
FAS Wealth Partners
Kansas
$2.19M +$281K +684 +13%
MC
1431
Moors & Cabot
Massachusetts
$2.18M -$80.2K -195 -3%
DC
1432
Darrow Company
Massachusetts
$2.18M +$489K +1,188 +26%
PB
1433
Pinnacle Bancorp
Nebraska
$2.18M -$949K -2,308 -29%
EWA
1434
Encompass Wealth Advisors
Oregon
$2.18M -$674K -1,639 -22%
JIC
1435
Joel Isaacson & Co
New York
$2.17M +$468K +1,138 +25%
TCPWM
1436
Traverso Chambers Private Wealth Management
California
$2.17M +$21.8K +53 +0.9%
AIM
1437
Aspen Investment Management
Michigan
$2.17M – – –
WI
1438
Wedgewood Investors
Pennsylvania
$2.15M – – –
DFC
1439
DBK Financial Counsel
Ohio
$2.14M – – –
BDF
1440
Black Diamond Financial
Maryland
$2.14M +$39.1K +95 +2%
EDRH
1441
Edmond de Rothschild Holding
Switzerland
$2.14M +$1.59M +3,865 +218%
SA
1442
SRH Advisors
Kansas
$2.13M – – –
AWM
1443
Aprio Wealth Management
Georgia
$2.12M -$108K -262 -4%
FBFS
1444
First Business Financial Services
Wisconsin
$2.12M – – –
ICP
1445
Interchange Capital Partners
Pennsylvania
$2.11M +$1.91M +4,634 +494%
CCP
1446
Clarkston Capital Partners
Michigan
$2.11M +$329K +799 +17%
KBFS
1447
Kohmann Bosshard Financial Services
Ohio
$2.11M +$592K +1,440 +35%
TCM
1448
Traynor Capital Management
Pennsylvania
$2.11M -$230K -558 -9%
LDFR
1449
Lehman & Derafelo Financial Resources
Pennsylvania
$2.11M – – –
BCMLT
1450
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.1M -$22.2K -54 -1%
56 57
58
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