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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1501
Central Bank & Trust
Kentucky
$2.23M -$446K -998 -17%
BCM
1502
Bayesian Capital Management
New York
$2.22M +$2.19M +4,900 New
WFA
1503
Wipfli Financial Advisors
Wisconsin
$2.22M +$1.13M +2,517 +106%
BOM
1504
Bank of Marin
California
$2.22M -$86.3K -193 -4%
PMA
1505
Prudent Man Advisors
Illinois
$2.21M -$117K -262 -5%
D
1506
Dentgroup
Louisiana
$2.21M +$700K +1,565 +47%
FEM
1507
Fulcrum Equity Management
Texas
$2.19M +$2.16M +4,835 New
W
1508
Wealthquest
Ohio
$2.18M – – –
CIA
1509
Compass Ion Advisors
Pennsylvania
$2.18M -$161K -360 -7%
PRA
1510
Pine Ridge Advisers
New York
$2.17M – – –
HWM
1511
Howard Wealth Management
Connecticut
$2.17M +$14.8K +33 +0.7%
FRA
1512
Frank Rimerman Advisors
California
$2.17M +$30K +67 +1%
CC
1513
Cypress Capital
Tennessee
$2.17M – – –
TWP
1514
Tempus Wealth Planning
California
$2.17M -$1.02M -2,291 -32%
SFO
1515
Stokes Family Office
Louisiana
$2.17M +$86.3K +193 +4%
CMBA
1516
C.M. Bidwell & Associates
Hawaii
$2.16M – – –
CCP
1517
Clarkston Capital Partners
Michigan
$2.16M +$274K +612 +15%
AF
1518
Alerus Financial
North Dakota
$2.16M – – –
GP
1519
Girard Partners
Pennsylvania
$2.16M +$894 +2 +0%
DPI
1520
Diversified Portfolios Inc
Michigan
$2.16M +$79.2K +177 +4%
VAM
1521
Verity Asset Management
North Carolina
$2.15M -$35.3K -79 -2%
HCA
1522
Harbour Capital Advisors
Virginia
$2.15M +$183K +410 +9%
LWM
1523
Lyell Wealth Management
California
$2.15M +$219K +490 +12%
LWM
1524
Laidlaw Wealth Management
New York
$2.15M -$116K -259 -5%
OCG
1525
Opus Capital Group
Ohio
$2.14M +$1.34K +3 +0.1%
59 60
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62 63