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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1476
Affinity Wealth Management
Delaware
$324K -$2.97K -10 -0.9%
ACM
1477
Alpha Capital Management
Texas
$323K -$14.3K -48 -4%
W
1478
WealthOne
New York
$321K -$59.2K -199 -16%
TTWM
1479
TCV Trust & Wealth Management
Virginia
$321K – – –
AP
1480
Advisor Partners
California
$320K -$23.5K -79 -7%
AA
1481
Apriem Advisors
California
$316K -$11.9K -40 -4%
BMC
1482
Benin Management Corp
Connecticut
$316K – – –
AWA
1483
Acorn Wealth Advisors
Michigan
$314K -$28.5K -96 -9%
KTC
1484
Kistler-Tiffany Companies
Pennsylvania
$312K +$91K +306 +42%
CGL
1485
Clarius Group LLC
Washington
$309K +$20.2K +68 +7%
LWANC
1486
Laurel Wealth Advisors (North Carolina)
North Carolina
$307K +$3.27K +11 +1%
BWFA
1487
Baltimore-Washington Financial Advisors
Maryland
$306K -$21.1K -71 -6%
JCM
1488
Jacobi Capital Management
Pennsylvania
$305K +$84.1K +283 +38%
CC
1489
Callan Capital
California
$304K -$89.2K -300 -23%
SAM
1490
Sompo Asset Management
Japan
$304K +$8.92K +30 +3%
OAM
1491
Oppenheimer Asset Management
New York
$303K -$589K -1,983 -66%
SMH
1492
Sanders Morris Harris
Texas
$303K – – –
KFS
1493
Kurt F. Somerville
$299K – – –
SWM
1494
Shakespeare Wealth Management
Wisconsin
$299K – – –
VAM
1495
Verity Asset Management
North Carolina
$296K -$1.01M -3,411 -77%
BHBT
1496
Burke & Herbert Bank & Trust
Virginia
$296K -$2.97K -10 -1%
SL
1497
Summitry LLC
California
$296K – – –
CPA
1498
Clear Perspective Advisors
Illinois
$294K – – –
HIM
1499
Hotaling Investment Management
Pennsylvania
$294K – – –
EW
1500
Evoke Wealth
California
$293K +$292K +983 New
58 59
60
61 62