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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
1476
Sonata Capital Group
Washington
$2.71M -$57.3K -128 -2%
CAM
1477
Carret Asset Management
New York
$2.71M +$154K +345 +6%
GSEP
1478
Golden State Equity Partners
California
$2.7M -$102K -229 -4%
TCPWM
1479
Traverso Chambers Private Wealth Management
California
$2.7M -$8.95K -20 -0.3%
MIM
1480
Macroview Investment Management
Maryland
$2.7M +$183K +410 +7%
MAM
1481
Madison Asset Management
Wisconsin
$2.7M -$79.2K -177 -3%
PFSC
1482
Peoples Financial Services Corp
Pennsylvania
$2.69M – – –
KHC
1483
Koesten Hirschmann & Crabtree
Kansas
$2.66M -$12.1K -27 -0.4%
HPC
1484
Hobart Private Capital
North Carolina
$2.65M +$398K +890 +17%
AIA
1485
Arcadia Investment Advisors
Idaho
$2.64M -$1.79K -4 -0.1%
MFG
1486
Magnus Financial Group
New York
$2.64M +$43.4K +97 +2%
CCP
1487
Clarkston Capital Partners
Michigan
$2.64M +$82.8K +185 +3%
LWP
1488
Laurel Wealth Planning
Minnesota
$2.63M -$212K -474 -7%
PAM
1489
PVG Asset Management
Colorado
$2.63M -$117K -261 -4%
IA
1490
Insight Advisors
Pennsylvania
$2.63M -$8.05K -18 -0.3%
LSA
1491
Lion Street Advisors
Texas
$2.63M +$290K +648 +12%
TWM
1492
Thrive Wealth Management
Pennsylvania
$2.62M -$422K -944 -13%
AIM
1493
Arcadia Investment Management
Michigan
$2.62M -$42K -94 -2%
AWM
1494
Arista Wealth Management
Nevada
$2.62M -$64.9K -145 -2%
CCM
1495
Chilton Capital Management
Texas
$2.6M +$21.5K +48 +0.8%
HKIMG
1496
Hutchens & Kramer Investment Management Group
Indiana
$2.59M +$193K +432 +8%
CWM
1497
Castle Wealth Management
Florida
$2.58M +$968K +2,165 +57%
FP
1498
Financial Perspectives
Minnesota
$2.56M +$2.24K +5 +0.1%
WF
1499
Warner Financial
Maryland
$2.55M +$447 +1 +0%
LWM
1500
Lyell Wealth Management
California
$2.55M – – –
58 59
60
61 62