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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
1501
R.M. Davis Inc
Maine
$2.24M +$314K +701 +17%
CBT
1502
Central Bank & Trust
Kentucky
$2.23M -$446K -998 -17%
BCM
1503
Bayesian Capital Management
New York
$2.22M +$2.19M +4,900 New
WFA
1504
Wipfli Financial Advisors
Wisconsin
$2.22M +$1.13M +2,517 +106%
BOM
1505
Bank of Marin
California
$2.22M -$86.3K -193 -4%
PMA
1506
Prudent Man Advisors
Illinois
$2.21M -$117K -262 -5%
D
1507
Dentgroup
Louisiana
$2.21M +$700K +1,565 +47%
FEM
1508
Fulcrum Equity Management
Texas
$2.19M +$2.16M +4,835 New
W
1509
Wealthquest
Ohio
$2.18M – – –
CIA
1510
Compass Ion Advisors
Pennsylvania
$2.18M -$161K -360 -7%
PRA
1511
Pine Ridge Advisers
New York
$2.17M – – –
HWM
1512
Howard Wealth Management
Connecticut
$2.17M +$14.8K +33 +0.7%
FRA
1513
Frank Rimerman Advisors
California
$2.17M +$30K +67 +1%
CC
1514
Cypress Capital
Tennessee
$2.17M – – –
TWP
1515
Tempus Wealth Planning
California
$2.17M -$1.02M -2,291 -32%
SFO
1516
Stokes Family Office
Louisiana
$2.17M +$86.3K +193 +4%
CMBA
1517
C.M. Bidwell & Associates
Hawaii
$2.16M – – –
CCP
1518
Clarkston Capital Partners
Michigan
$2.16M +$274K +612 +15%
AF
1519
Alerus Financial
North Dakota
$2.16M – – –
GP
1520
Girard Partners
Pennsylvania
$2.16M +$894 +2 +0%
DPI
1521
Diversified Portfolios Inc
Michigan
$2.16M +$79.2K +177 +4%
VAM
1522
Verity Asset Management
North Carolina
$2.15M -$35.3K -79 -2%
HCA
1523
Harbour Capital Advisors
Virginia
$2.15M +$183K +410 +9%
LWM
1524
Lyell Wealth Management
California
$2.15M +$219K +490 +12%
LWM
1525
Laidlaw Wealth Management
New York
$2.15M -$116K -259 -5%
59 60
61
62 63