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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1476
Golden State Equity Partners
California
$2.7M -$102K -229 -4%
TCPWM
1477
Traverso Chambers Private Wealth Management
California
$2.7M -$8.95K -20 -0.3%
MIM
1478
Macroview Investment Management
Maryland
$2.7M +$183K +410 +7%
MAM
1479
Madison Asset Management
Wisconsin
$2.7M -$79.2K -177 -3%
PFSC
1480
Peoples Financial Services Corp
Pennsylvania
$2.69M – – –
KHC
1481
Koesten Hirschmann & Crabtree
Kansas
$2.66M -$12.1K -27 -0.4%
HPC
1482
Hobart Private Capital
North Carolina
$2.65M +$398K +890 +17%
AIA
1483
Arcadia Investment Advisors
Idaho
$2.64M -$1.79K -4 -0.1%
MFG
1484
Magnus Financial Group
New York
$2.64M +$43.4K +97 +2%
CCP
1485
Clarkston Capital Partners
Michigan
$2.64M +$82.8K +185 +3%
LWP
1486
Laurel Wealth Planning
Minnesota
$2.63M -$212K -474 -7%
PAM
1487
PVG Asset Management
Colorado
$2.63M -$117K -261 -4%
IA
1488
Insight Advisors
Pennsylvania
$2.63M -$8.05K -18 -0.3%
LSA
1489
Lion Street Advisors
Texas
$2.63M +$290K +648 +12%
TWM
1490
Thrive Wealth Management
Pennsylvania
$2.62M -$422K -944 -13%
AIM
1491
Arcadia Investment Management
Michigan
$2.62M -$42K -94 -2%
AWM
1492
Arista Wealth Management
Nevada
$2.62M -$64.9K -145 -2%
CCM
1493
Chilton Capital Management
Texas
$2.6M +$21.5K +48 +0.8%
HKIMG
1494
Hutchens & Kramer Investment Management Group
Indiana
$2.59M +$193K +432 +8%
CWM
1495
Castle Wealth Management
Florida
$2.58M +$968K +2,165 +57%
FP
1496
Financial Perspectives
Minnesota
$2.56M +$2.24K +5 +0.1%
WF
1497
Warner Financial
Maryland
$2.55M +$447 +1 +0%
LWM
1498
Lyell Wealth Management
California
$2.55M – – –
CHA
1499
Carmichael Hill & Associates
Maryland
$2.55M -$46.1K -103 -2%
SFWA
1500
Summit Financial Wealth Advisors
Louisiana
$2.54M -$153K -343 -6%
58 59
60
61 62