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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1476
Arlington Financial Advisors
California
$1.84M +$104K +261 +5%
NIC
1477
Northwest Investment Counselors
Oregon
$1.83M -$33.9K -85 -2%
NCM
1478
Northwest Capital Management
Oregon
$1.83M +$1.82M +4,565 +830%
TC
1479
Truvestments Capital
Florida
$1.83M -$40.3K -101 -2%
SWM
1480
Segment Wealth Management
Texas
$1.83M – – –
ECM
1481
Exchange Capital Management
Michigan
$1.83M -$41.1K -103 -2%
MA
1482
MBA Advisors
Pennsylvania
$1.83M – – –
AP
1483
Appleton Partners
Massachusetts
$1.82M -$102K -255 -5%
RRC
1484
Relaxing Retirement Coach
Massachusetts
$1.82M -$49.1K -123 -2%
COI
1485
Connable Office Inc
Michigan
$1.81M +$279K +698 +16%
EWA
1486
Encompass Wealth Advisors
Oregon
$1.79M -$299K -748 -13%
PCIA
1487
Prime Capital Investment Advisors
Kansas
$1.78M +$18K +45 +0.9%
IB
1488
Intrust Bank
Kansas
$1.78M +$9.18K +23 +0.5%
SFI
1489
SPC Financial Inc
Maryland
$1.78M +$499K +1,249 +34%
EDRH
1490
Edmond de Rothschild Holding
Switzerland
$1.78M -$272K -680 -12%
BFO
1491
Biltmore Family Office
North Carolina
$1.78M – – –
FPCG
1492
Fort Pitt Capital Group
Pennsylvania
$1.77M +$547K +1,370 +38%
AIC
1493
Ayalon Insurance Company
Israel
$1.77M +$533K +1,334 +37%
NS
1494
Newman & Schimel
Illinois
$1.77M +$656K +1,643 +50%
PPP
1495
Private Portfolio Partners
New Jersey
$1.76M -$7.33M -18,361 -79%
AWM
1496
Alterna Wealth Management
Texas
$1.76M -$787K -1,972 -29%
SWP
1497
Summit Wealth Partners
Florida
$1.75M -$234K -586 -11%
PMA
1498
Prudent Man Advisors
Illinois
$1.75M – – –
HWM
1499
Howard Wealth Management
Connecticut
$1.75M +$1.95M +4,878 New
SWM
1500
Stockman Wealth Management
Montana
$1.75M +$303K +759 +18%
58 59
60
61 62