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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1526
Personal CFO Solutions
New Jersey
$3.37M +$240K +537 +8%
MFG
1527
MidWestOne Financial Group
Iowa
$3.36M +$1.11M +2,474 +54%
ITB
1528
Idaho Trust Bank
Idaho
$3.36M -$747K -1,669 -19%
MPI
1529
Mairs & Power Inc
Minnesota
$3.36M -$274K -612 -8%
CWA
1530
Canvas Wealth Advisors
Kansas
$3.35M +$191K +426 +6%
SWP
1531
Summit Wealth Partners
Florida
$3.34M +$96.2K +215 +3%
OPWM
1532
Oakwell Private Wealth Management
Texas
$3.33M – – –
LC
1533
Lindbrook Capital
California
$3.32M +$209K +466 +7%
FB
1534
First Bancorp
Maine
$3.32M -$47.4K -106 -2%
CCWM
1535
Cassaday & Co Wealth Management
Virginia
$3.3M – – –
SBLIC
1536
Security Benefit Life Insurance Company
Kansas
$3.3M +$492K +1,100 +19%
WA
1537
WESPAC Advisors
California
$3.3M +$2.17M +4,857 +238%
BCM
1538
Birmingham Capital Management
Alabama
$3.29M -$33.6K -75 -1%
RWPA
1539
Richard W. Paul & Associates
Michigan
$3.29M +$51.5K +115 +2%
CW
1540
CIC Wealth
Maryland
$3.29M +$14.3K +32 +0.5%
ACA
1541
Aspire Capital Advisors
Washington
$3.29M +$71.6K +160 +2%
WCG
1542
Weaver Consulting Group
California
$3.28M -$38.5K -86 -1%
AC
1543
Abbrea Capital
California
$3.27M +$22.4K +50 +0.7%
SPWM
1544
Straight Path Wealth Management
Michigan
$3.25M -$48.8K -109 -2%
TCOTS
1545
Trust Company of the South
North Carolina
$3.25M +$3.05M +6,805 New
WAG
1546
Wallace Advisory Group
California
$3.25M -$274K -612 -7%
IAA
1547
Independent Advisor Alliance
North Carolina
$3.25M -$50.6K -113 -2%
FWTB
1548
First Western Trust Bank
Colorado
$3.24M -$4.03K -9 -0.1%
EIA
1549
Edgemoor Investment Advisors
Maryland
$3.24M +$1.01M +2,250 +50%
HZ
1550
Hixon Zuercher
Ohio
$3.24M +$3.04M +6,781 New
60 61
62
63 64