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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
1576
Kohmann Bosshard Financial Services
Ohio
$1.97M – – –
PP
1577
Patten & Patten
Tennessee
$1.96M -$56.2K -122 -3%
IAA
1578
Ironsides Asset Advisors
North Carolina
$1.96M – – –
TCM
1579
Tufton Capital Management
Maryland
$1.95M +$70.5K +153 +4%
RPWA
1580
Regent Peak Wealth Advisors
Georgia
$1.95M -$158K -343 -8%
WTA
1581
Washington Trust Advisors
Massachusetts
$1.95M +$1.89M +4,091 New
MPI
1582
Mairs & Power Inc
Minnesota
$1.94M +$53.9K +117 +3%
FTC
1583
Farmers Trust Company
Ohio
$1.93M -$62.7K -136 -3%
CA
1584
Cullinan Associates
Kentucky
$1.93M – – –
NAM
1585
NTV Asset Management
West Virginia
$1.92M -$148K -322 -7%
VLC
1586
Van Leeuwen & Company
New Jersey
$1.92M -$119K -258 -6%
PIA
1587
Perennial Investment Advisors
California
$1.91M -$490K -1,063 -21%
TWM
1588
Titus Wealth Management
California
$1.91M -$12.9K -28 -0.7%
JPG
1589
Jordan Park Group
California
$1.9M – – –
LFG
1590
Larson Financial Group
Missouri
$1.89M – – –
IC
1591
Innealta Capital
Texas
$1.88M +$1.82M +3,950 New
ADL
1592
Asset Dedication LLC
California
$1.87M -$147K -319 -7%
MCM
1593
McRae Capital Management
New Jersey
$1.87M -$288K -624 -14%
3LCM
1594
3D/L Capital Management
Connecticut
$1.87M +$116K +252 +7%
NCM
1595
Nelson Capital Management
California
$1.86M +$45.6K +99 +3%
LOPW
1596
Live Oak Private Wealth
North Carolina
$1.86M -$461 -1 -0%
MIM
1597
Montgomery Investment Management
Maryland
$1.86M – – –
IFWM
1598
Institute for Wealth Management
Colorado
$1.84M -$69.1K -150 -4%
FAM
1599
Formidable Asset Management
Ohio
$1.83M -$24.9K -54 -1%
SIS
1600
Sound Income Strategies
Florida
$1.83M -$565K -1,227 -24%
62 63
64
65 66