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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1626
Armor Investment Advisors
North Carolina
$447K – – –
GAB
1627
German American Bancorp
Indiana
$443K – – –
W
1628
WealthOne
New York
$442K +$85.9K +258 +24%
IWS
1629
Insight Wealth Strategies
California
$442K +$101K +302 +30%
RPG
1630
Resource Planning Group
Georgia
$434K -$9.98K -30 -2%
TBA
1631
Tower Bridge Advisors
Pennsylvania
$429K -$288K -866 -40%
SSWM
1632
Smith Salley Wealth Management
North Carolina
$426K +$142K +427 +51%
CWAG
1633
Compton Wealth Advisory Group
Virginia
$425K +$666 +2 +0.2%
BDS
1634
Banco de Sabadell
Florida
$424K +$422K +1,267 New
RW
1635
REDW Wealth
New Mexico
$423K -$53.2K -160 -11%
CCG
1636
Chatham Capital Group
Georgia
$420K – – –
AIP
1637
ARS Investment Partners
New York
$419K +$415K +1,247 New
CPW
1638
Catalyst Private Wealth
California
$417K +$413K +1,241 New
RIA
1639
Realta Investment Advisors
Delaware
$413K -$42.9K -129 -10%
WIA
1640
Westbourne Investment Advisors
Maryland
$413K -$23.3K -70 -5%
HFS
1641
Haverford Financial Services
Pennsylvania
$412K -$25K -75 -6%
LDB
1642
Lee, Danner & Bass
Tennessee
$412K -$1.66K -5 -0.4%
PPWM
1643
PFG Private Wealth Management
Florida
$409K – – –
WA1
1644
Wimmer Associates 1
California
$409K +$21.6K +65 +6%
PIG
1645
Pantheon Investment Group
California
$407K +$24.6K +74 +7%
VST
1646
Van Strum & Towne
California
$405K – – –
FP
1647
Financial Perspectives
Minnesota
$404K +$666 +2 +0.2%
JCM
1648
Jacobi Capital Management
Pennsylvania
$402K -$17.6K -53 -4%
AHC
1649
Adell Harriman & Carpenter
Texas
$402K +$62.9K +189 +19%
IP
1650
Intellectus Partners
California
$399K -$602K -1,809 -60%
64 65
66
67 68