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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1476
Hemington Wealth Management
Virginia
$1.85M -$3.19K -8 -0.2%
AFA
1477
Arlington Financial Advisors
California
$1.84M +$104K +261 +5%
NIC
1478
Northwest Investment Counselors
Oregon
$1.83M -$33.9K -85 -2%
NCM
1479
Northwest Capital Management
Oregon
$1.83M +$1.82M +4,565 +830%
TC
1480
Truvestments Capital
Florida
$1.83M -$40.3K -101 -2%
SWM
1481
Segment Wealth Management
Texas
$1.83M – – –
ECM
1482
Exchange Capital Management
Michigan
$1.83M -$41.1K -103 -2%
MA
1483
MBA Advisors
Pennsylvania
$1.83M – – –
AP
1484
Appleton Partners
Massachusetts
$1.82M -$102K -255 -5%
RRC
1485
Relaxing Retirement Coach
Massachusetts
$1.82M -$49.1K -123 -2%
COI
1486
Connable Office Inc
Michigan
$1.81M +$279K +698 +16%
EWA
1487
Encompass Wealth Advisors
Oregon
$1.79M -$299K -748 -13%
PCIA
1488
Prime Capital Investment Advisors
Kansas
$1.78M +$18K +45 +0.9%
IB
1489
Intrust Bank
Kansas
$1.78M +$9.18K +23 +0.5%
SFI
1490
SPC Financial Inc
Maryland
$1.78M +$499K +1,249 +34%
EDRH
1491
Edmond de Rothschild Holding
Switzerland
$1.78M -$272K -680 -12%
BFO
1492
Biltmore Family Office
North Carolina
$1.78M – – –
FPCG
1493
Fort Pitt Capital Group
Pennsylvania
$1.77M +$547K +1,370 +38%
AIC
1494
Ayalon Insurance Company
Israel
$1.77M +$533K +1,334 +37%
NS
1495
Newman & Schimel
Illinois
$1.77M +$656K +1,643 +50%
PPP
1496
Private Portfolio Partners
New Jersey
$1.76M -$7.33M -18,361 -79%
AWM
1497
Alterna Wealth Management
Texas
$1.76M -$787K -1,972 -29%
SWP
1498
Summit Wealth Partners
Florida
$1.75M -$234K -586 -11%
PMA
1499
Prudent Man Advisors
Illinois
$1.75M – – –
HWM
1500
Howard Wealth Management
Connecticut
$1.75M +$1.95M +4,878 New
58 59
60
61 62