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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
1651
Mountain Pacific Investment Advisers
Idaho
$398K – – –
PS
1652
Portfolio Strategies
New York
$397K – – –
FAAM
1653
First Ascent Asset Management
Colorado
$395K -$180K -542 -32%
DC
1654
Defender Capital
North Carolina
$395K – – –
WF
1655
WoodTrust Financial
Wisconsin
$395K +$391K +1,175 New
PAMU
1656
Pictet Asset Management (UK)
United Kingdom
$393K -$1.6M -4,812 -80%
SHA
1657
Seneca House Advisors
Virginia
$392K -$34.9K -105 -8%
PCM
1658
Pointe Capital Management
Michigan
$392K – – –
ONST
1659
Old North State Trust
North Carolina
$390K – – –
SFP
1660
Strategic Financial Planning
Texas
$386K -$5.33K -16 -1%
LWP
1661
Legacy Wealth Planning
Nevada
$385K +$333 +1 +0.1%
LWANC
1662
Laurel Wealth Advisors (North Carolina)
North Carolina
$384K +$34.6K +104 +10%
FNT
1663
First Nebraska Trust
Nebraska
$383K -$2.33K -7 -0.6%
TK
1664
TIAA Kaspick
Massachusetts
$383K -$3.89M -11,688 -91%
TC
1665
Tatro Capital
Kentucky
$383K – – –
RPSA
1666
Richard P. Slaughter Associates
Texas
$382K -$134K -402 -26%
CAI
1667
Capital Advisors Inc
Oklahoma
$382K +$378K +1,136 New
EWM
1668
Executive Wealth Management
Michigan
$381K -$12.6K -38 -3%
TPW
1669
TL Private Wealth
Texas
$381K -$7.99K -24 -2%
HDIM
1670
Hanson & Doremus Investment Management
Vermont
$380K – – –
LC
1671
Lindbrook Capital
California
$380K +$34.6K +104 +10%
FAN
1672
Financial Advisors Network
California
$379K -$2K -6 -0.5%
AC
1673
Apella Capital
Connecticut
$377K -$34.9K -105 -9%
KFS
1674
Kurt F. Somerville
$377K +$40.9K +123 +12%
MG
1675
MilWealth Group
Wisconsin
$374K – – –
65 66
67
68 69