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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1651
JGP Wealth Management
Oregon
$1.63M +$288K +645 +22%
VCP
1652
Vista Capital Partners
Oregon
$1.63M – – –
TCOT
1653
Trust Company of Toledo
Ohio
$1.62M -$12.5K -28 -0.8%
BWA
1654
Bordeaux Wealth Advisors
California
$1.62M -$3.29M -7,365 -67%
DHGWA
1655
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.61M +$1.79K +4 +0.1%
FNC
1656
First National Corp
Massachusetts
$1.61M +$313K +699 +25%
AWA
1657
Archvest Wealth Advisors
California
$1.6M – – –
HFS
1658
Howard Financial Services
Texas
$1.6M -$106K -238 -6%
AWA
1659
ARQ Wealth Advisors
Arizona
$1.6M +$42K +94 +3%
BHBT
1660
Burke & Herbert Bank & Trust
Virginia
$1.59M +$51.9K +116 +3%
CFS
1661
Cannon Financial Strategists
Georgia
$1.59M +$197K +440 +14%
CCM
1662
Crew Capital Management
Ohio
$1.57M +$16.5K +37 +1%
BOPW
1663
Brandywine Oak Private Wealth
Pennsylvania
$1.57M -$10.3K -23 -0.7%
SA
1664
Shilanski & Associates
Alaska
$1.57M -$91.2K -204 -6%
TF
1665
Tompkins Financial
New York
$1.57M +$1.42M +3,173 +1,141%
NEWAS
1666
N.E.W. Advisory Services
Wisconsin
$1.56M +$437K +976 +33%
FSC
1667
Full Sail Capital
Oklahoma
$1.56M -$81.4K -182 -5%
NAM
1668
NorthCrest Asset Manangement
Minnesota
$1.56M -$1.2M -2,672 -44%
TTWM
1669
TCV Trust & Wealth Management
Virginia
$1.55M -$67.1K -150 -4%
EAMA
1670
EFG Asset Management (Americas)
Florida
$1.55M +$292K +652 +23%
TCMP
1671
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.55M +$374K +836 +32%
SC
1672
Slow Capital
California
$1.54M -$1.33M -2,976 -47%
SWMP
1673
Signature Wealth Management Partners
New Jersey
$1.54M -$16.5K -37 -1%
AWM
1674
Altium Wealth Management
New York
$1.54M +$269K +602 +22%
CFD
1675
Creative Financial Designs
Indiana
$1.53M -$1.34K -3 -0.1%
65 66
67
68 69