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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1626
Summitry LLC
California
$299K – – –
ACM
1627
Azimuth Capital Management
Michigan
$299K +$8.27K +27 +2%
FNT
1628
First Nebraska Trust
Nebraska
$297K – – –
HFA
1629
Huber Financial Advisors
Illinois
$296K -$43.8K -143 -11%
FM
1630
Foster & Motley
Ohio
$295K -$34K -111 -9%
TC
1631
Tatro Capital
Kentucky
$295K – – –
HDIM
1632
Hanson & Doremus Investment Management
Vermont
$293K -$28.5K -93 -8%
MPIA
1633
Mountain Pacific Investment Advisers
Idaho
$293K -$4.6K -15 -1%
C1AG
1634
Client 1st Advisory Group
Florida
$290K +$344K +1,123 New
VCM
1635
Virtue Capital Management
Tennessee
$288K -$24.5K -80 -7%
MG
1636
MilWealth Group
Wisconsin
$288K – – –
HPC
1637
HM Payson & Co
Maine
$287K -$102K -333 -23%
PW
1638
Peninsula Wealth
California
$287K +$114K +371 +50%
SC
1639
Searle & Co
Connecticut
$286K – – –
KWM
1640
Keebeck Wealth Management
Illinois
$286K +$315K +1,027 +1,237%
IWS
1641
Insight Wealth Strategies
California
$284K -$116K -380 -26%
SAM
1642
Seelaus Asset Management
New Jersey
$284K – – –
AC
1643
Apella Capital
Connecticut
$284K +$337K +1,101 New
LWS
1644
Lucia Wealth Services
California
$283K +$84.3K +275 +34%
HCM
1645
HMS Capital Management
Tennessee
$282K – – –
FMW
1646
Farr Miller & Washington
District of Columbia
$279K -$88.9K -290 -21%
BCP
1647
Blue Chip Partners
Michigan
$277K -$194K -632 -37%
AIP
1648
Almanack Investment Partners
Pennsylvania
$276K -$99K -323 -23%
PA
1649
Paragon Advisors
Texas
$275K -$44.4K -145 -12%
G
1650
Gainplan
Michigan
$274K -$897K -2,927 -73%
64 65
66
67 68