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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1576
Ironsides Asset Advisors
North Carolina
$1.96M – – –
TCM
1577
Tufton Capital Management
Maryland
$1.95M +$70.5K +153 +4%
RPWA
1578
Regent Peak Wealth Advisors
Georgia
$1.95M -$158K -343 -8%
WTA
1579
Washington Trust Advisors
Massachusetts
$1.95M +$1.89M +4,091 New
MPI
1580
Mairs & Power Inc
Minnesota
$1.94M +$53.9K +117 +3%
FTC
1581
Farmers Trust Company
Ohio
$1.93M -$62.7K -136 -3%
CA
1582
Cullinan Associates
Kentucky
$1.93M – – –
NAM
1583
NTV Asset Management
West Virginia
$1.92M -$148K -322 -7%
VLC
1584
Van Leeuwen & Company
New Jersey
$1.92M -$119K -258 -6%
PIA
1585
Perennial Investment Advisors
California
$1.91M -$490K -1,063 -21%
TWM
1586
Titus Wealth Management
California
$1.91M -$12.9K -28 -0.7%
JPG
1587
Jordan Park Group
California
$1.9M – – –
LFG
1588
Larson Financial Group
Missouri
$1.89M – – –
IC
1589
Innealta Capital
Texas
$1.88M +$1.82M +3,950 New
ADL
1590
Asset Dedication LLC
California
$1.87M -$147K -319 -7%
MCM
1591
McRae Capital Management
New Jersey
$1.87M -$288K -624 -14%
3LCM
1592
3D/L Capital Management
Connecticut
$1.87M +$116K +252 +7%
NCM
1593
Nelson Capital Management
California
$1.86M +$45.6K +99 +3%
LOPW
1594
Live Oak Private Wealth
North Carolina
$1.86M -$461 -1 -0%
MIM
1595
Montgomery Investment Management
Maryland
$1.86M – – –
IFWM
1596
Institute for Wealth Management
Colorado
$1.84M -$69.1K -150 -4%
FAM
1597
Formidable Asset Management
Ohio
$1.83M -$24.9K -54 -1%
SIS
1598
Sound Income Strategies
Florida
$1.83M -$565K -1,227 -24%
CSPIA
1599
Cary Street Partners Investment Advisory
Virginia
$1.83M +$150K +326 +9%
CFA
1600
Camarda Financial Advisors
Florida
$1.82M +$1.76M +3,826 New
62 63
64
65 66