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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1526
Inlet Private Wealth
Florida
$437K – – –
ME
1527
McIlrath & Eck
Washington
$436K +$37.1K +121 +8%
CIAS
1528
CBIZ Investment Advisory Services
Ohio
$435K – – –
ODIJL
1529
One Day In July LLC
Vermont
$434K +$94.1K +307 +22%
EWM
1530
Executive Wealth Management
Michigan
$433K -$31.9K -104 -6%
FA
1531
Faithward Advisors
Pennsylvania
$433K -$7.35K -24 -1%
HWA
1532
HHM Wealth Advisors
Tennessee
$430K +$178K +581 +54%
CAN
1533
Claraphi Advisory Network
United States
$429K -$112K -366 -18%
TPW
1534
TL Private Wealth
Texas
$429K +$2.15K +7 +0.5%
FNBOO
1535
First National Bank of Omaha
Nebraska
$429K +$509K +1,662 New
LFA
1536
Lighthouse Financial Advisors
Maryland
$427K -$38K -124 -7%
AMCA
1537
Arthur M. Cohen & Associates
Illinois
$427K +$3.06K +10 +0.6%
WKWM
1538
Walter & Keenan Wealth Management
Indiana
$427K +$530K +1,728 New
TFA
1539
TPG Financial Advisors
Oregon
$426K -$127K -415 -20%
HFAS
1540
Hummer Financial Advisory Services
Illinois
$425K +$504K +1,645 New
WLPWM
1541
Walled Lake Planning & Wealth Management
Illinois
$424K +$2.15K +7 +0.4%
MM
1542
Main Management
California
$423K +$128K +419 +34%
CS
1543
Cannell & Spears
New York
$420K – – –
LNWWM
1544
Laird Norton Wetherby Wealth Management
California
$417K -$256K -836 -34%
WA
1545
Wealthstar Advisors
Texas
$417K – – –
MGWM
1546
Marks Group Wealth Management
Minnesota
$414K +$491K +1,603 New
VSWA
1547
Vontobel Swiss Wealth Advisors
Switzerland
$413K +$30.6K +100 +7%
AWA
1548
Arkadios Wealth Advisors
Georgia
$412K +$237K +773 +94%
AIA
1549
Angeles Investment Advisors
California
$412K -$7.35K -24 -2%
MAA
1550
Matrix Asset Advisors
New York
$410K – – –
60 61
62
63 64