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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1476
Glovista Investments
New Jersey
$2.49M +$2.41M +5,220 New
RRC
1477
Relaxing Retirement Coach
Massachusetts
$2.47M -$114K -248 -5%
GIA
1478
GHP Investment Advisors
Colorado
$2.47M +$319K +693 +15%
CIA
1479
Compass Ion Advisors
Pennsylvania
$2.46M +$493K +1,070 +26%
PMA
1480
Prudent Man Advisors
Illinois
$2.45M -$922 -2 -0%
IB
1481
Intrust Bank
Kansas
$2.44M +$19.8K +43 +0.8%
MA
1482
MBA Advisors
Pennsylvania
$2.43M +$932K +2,023 +66%
LFP
1483
Leeward Financial Partners
Washington
$2.43M +$2.35M +5,098 New
RFA
1484
Resurgent Financial Advisors
Georgia
$2.43M +$2.35M +5,096 New
SWM
1485
Segment Wealth Management
Texas
$2.43M +$3.23K +7 +0.1%
CT
1486
Caldwell Trust
Florida
$2.43M -$138K -300 -6%
WF
1487
Warner Financial
Maryland
$2.43M +$2.35M +5,092 New
BOM
1488
Bank of Marin
California
$2.42M – – –
LWCFA
1489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.42M -$683K -1,481 -23%
TC
1490
Titleist Capital
Texas
$2.42M +$2.34M +5,076 New
FPCG
1491
Fort Pitt Capital Group
Pennsylvania
$2.41M +$424K +919 +22%
CCA
1492
Column Capital Advisors
Indiana
$2.41M +$343K +745 +17%
LC
1493
Lavaca Capital
Texas
$2.4M – – –
BFO
1494
Biltmore Family Office
North Carolina
$2.4M +$369K +800 +19%
CFB
1495
Cullen/Frost Bankers
Texas
$2.4M -$62.2K -135 -3%
AP
1496
Appleton Partners
Massachusetts
$2.4M -$3.23K -7 -0.1%
NIM
1497
Northeast Investment Management
Massachusetts
$2.38M – – –
ACI
1498
Alpha Cubed Investments
California
$2.38M +$60.8K +132 +3%
CIS
1499
Continental Investors Services
Washington
$2.38M +$2.42M +5,252 New
LWM
1500
Laidlaw Wealth Management
New York
$2.38M +$2.3M +4,989 New
58 59
60
61 62