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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GAB
1626
German American Bancorp
Indiana
$443K – – –
W
1627
WealthOne
New York
$442K +$85.9K +258 +24%
IWS
1628
Insight Wealth Strategies
California
$442K +$101K +302 +30%
RPG
1629
Resource Planning Group
Georgia
$434K -$9.98K -30 -2%
TBA
1630
Tower Bridge Advisors
Pennsylvania
$429K -$288K -866 -40%
SSWM
1631
Smith Salley Wealth Management
North Carolina
$426K +$142K +427 +51%
CWAG
1632
Compton Wealth Advisory Group
Virginia
$425K +$666 +2 +0.2%
BDS
1633
Banco de Sabadell
Florida
$424K +$422K +1,267 New
RW
1634
REDW Wealth
New Mexico
$423K -$53.2K -160 -11%
CCG
1635
Chatham Capital Group
Georgia
$420K – – –
AIP
1636
ARS Investment Partners
New York
$419K +$415K +1,247 New
CPW
1637
Catalyst Private Wealth
California
$417K +$413K +1,241 New
RIA
1638
Realta Investment Advisors
Delaware
$413K -$42.9K -129 -10%
WIA
1639
Westbourne Investment Advisors
Maryland
$413K -$23.3K -70 -5%
HFS
1640
Haverford Financial Services
Pennsylvania
$412K -$25K -75 -6%
LDB
1641
Lee, Danner & Bass
Tennessee
$412K -$1.66K -5 -0.4%
PPWM
1642
PFG Private Wealth Management
Florida
$409K – – –
WA1
1643
Wimmer Associates 1
California
$409K +$21.6K +65 +6%
PIG
1644
Pantheon Investment Group
California
$407K +$24.6K +74 +7%
VST
1645
Van Strum & Towne
California
$405K – – –
FP
1646
Financial Perspectives
Minnesota
$404K +$666 +2 +0.2%
JCM
1647
Jacobi Capital Management
Pennsylvania
$402K -$17.6K -53 -4%
AHC
1648
Adell Harriman & Carpenter
Texas
$402K +$62.9K +189 +19%
IP
1649
Intellectus Partners
California
$399K -$602K -1,809 -60%
HCM
1650
Hengehold Capital Management
Ohio
$398K – – –
64 65
66
67 68