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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1676
Jacobi Capital Management
Pennsylvania
$243K -$26K -85 -8%
FA
1677
FMA Advisory
Pennsylvania
$243K +$1.53K +5 +0.5%
PIA
1678
Perennial Investment Advisors
California
$242K -$13.8K -45 -5%
WEPOG
1679
Wealth Enhancement & Preservation of GA
Georgia
$242K – – –
OFS
1680
OneAscent Financial Services
Alabama
$242K +$69.9K +228 +32%
FRA
1681
Front Row Advisors
California
$242K +$174K +568 +216%
EW
1682
Evoke Wealth
California
$242K +$287K +936 New
BHTS
1683
Bar Harbor Trust Services
Maine
$240K -$244K -797 -46%
FSA
1684
Fort Sheridan Advisors
Illinois
$240K -$82.7K -270 -23%
SCP
1685
Silverleafe Capital Partners
Tennessee
$239K +$284K +926 New
AIM
1686
Avity Investment Management
Connecticut
$238K – – –
GCP
1687
Gill Capital Partners
Colorado
$238K +$282K +920 New
TAM
1688
Townsend Asset Management
North Carolina
$237K +$59.4K +194 +27%
NRI
1689
NFP Retirement Inc
California
$235K -$126K -412 -31%
AWA
1690
Acorn Wealth Advisors
Michigan
$235K -$34.6K -113 -11%
SCM
1691
Stonehearth Capital Management
Massachusetts
$235K +$57.6K +188 +26%
DC
1692
DeDora Capital
California
$234K +$919 +3 +0.3%
DAM
1693
Delta Asset Management
Tennessee
$232K -$22.7K -74 -8%
BFO
1694
Biltmore Family Office
North Carolina
$232K -$21.8K -71 -7%
HCM
1695
Howland Capital Management
Massachusetts
$229K -$8.58K -28 -3%
WTFG
1696
Wells Trecaso Financial Group
Ohio
$229K -$2.45K -8 -0.9%
FBA
1697
Front Barnett Associates
Illinois
$229K +$6.43K +21 +2%
RCA
1698
Ranch Capital Advisors
Florida
$228K -$146K -478 -35%
AP
1699
Atwood & Palmer
Missouri
$228K – – –
TCM
1700
Tandem Capital Management
New Jersey
$228K – – –
66 67
68
69 70