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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1476
GHP Investment Advisors
Colorado
$2.47M +$319K +693 +15%
CIA
1477
Compass Ion Advisors
Pennsylvania
$2.46M +$493K +1,070 +26%
PMA
1478
Prudent Man Advisors
Illinois
$2.45M -$922 -2 -0%
IB
1479
Intrust Bank
Kansas
$2.44M +$19.8K +43 +0.8%
MA
1480
MBA Advisors
Pennsylvania
$2.43M +$932K +2,023 +66%
LFP
1481
Leeward Financial Partners
Washington
$2.43M +$2.35M +5,098 New
RFA
1482
Resurgent Financial Advisors
Georgia
$2.43M +$2.35M +5,096 New
SWM
1483
Segment Wealth Management
Texas
$2.43M +$3.23K +7 +0.1%
CT
1484
Caldwell Trust
Florida
$2.43M -$138K -300 -6%
WF
1485
Warner Financial
Maryland
$2.43M +$2.35M +5,092 New
BOM
1486
Bank of Marin
California
$2.42M – – –
LWCFA
1487
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.42M -$683K -1,481 -23%
TC
1488
Titleist Capital
Texas
$2.42M +$2.34M +5,076 New
FPCG
1489
Fort Pitt Capital Group
Pennsylvania
$2.41M +$424K +919 +22%
CCA
1490
Column Capital Advisors
Indiana
$2.41M +$343K +745 +17%
LC
1491
Lavaca Capital
Texas
$2.4M – – –
BFO
1492
Biltmore Family Office
North Carolina
$2.4M +$369K +800 +19%
CFB
1493
Cullen/Frost Bankers
Texas
$2.4M -$62.2K -135 -3%
AP
1494
Appleton Partners
Massachusetts
$2.4M -$3.23K -7 -0.1%
NIM
1495
Northeast Investment Management
Massachusetts
$2.38M – – –
ACI
1496
Alpha Cubed Investments
California
$2.38M +$60.8K +132 +3%
CIS
1497
Continental Investors Services
Washington
$2.38M +$2.42M +5,252 New
LWM
1498
Laidlaw Wealth Management
New York
$2.38M +$2.3M +4,989 New
APWM
1499
Atlas Private Wealth Management
New York
$2.38M -$290K -630 -11%
BB
1500
Busey Bank
Illinois
$2.37M +$198K +430 +9%
58 59
60
61 62