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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
1676
Old Second National Bank of Aurora
Illinois
$676K – – –
NFC
1677
Northeast Financial Consultants
Connecticut
$672K +$25.6K +72 +4%
OWA
1678
Octavia Wealth Advisors
Ohio
$672K +$637K +1,790 New
APP
1679
Avantax Planning Partners
Iowa
$671K -$155K -435 -20%
MFW
1680
Mosaic Family Wealth
Missouri
$668K – – –
VCM
1681
Violich Capital Management
California
$668K – – –
FSG
1682
Financial Strategies Group
Michigan
$667K +$48.4K +136 +8%
AWA
1683
AmeriServ Wealth Advisors
Pennsylvania
$666K +$631K +1,774 New
PA
1684
Procyon Advisors
Connecticut
$664K +$20.3K +57 +3%
SFWA
1685
Summit Financial Wealth Advisors
Louisiana
$663K +$67.3K +189 +11%
ODG
1686
O'Dell Group
Ohio
$662K +$628K +1,764 New
CBB
1687
Citizens Business Bank
California
$661K – – –
TNA
1688
True North Advisors
Texas
$660K -$94.3K -265 -13%
MF
1689
Montis Financial
Massachusetts
$659K +$624K +1,753 New
PCM
1690
Princeton Capital Management
New Jersey
$657K – – –
AMCA
1691
Arthur M. Cohen & Associates
Illinois
$657K +$2.85K +8 +0.5%
APW
1692
Aurora Private Wealth
New Jersey
$655K – – –
GSC
1693
Ground Swell Capital
South Carolina
$655K +$621K +1,744 New
HIP
1694
HUB Investment Partners
Texas
$655K +$694K +1,950 New
MA
1695
MONECO Advisors
Connecticut
$654K -$198K -557 -25%
SCM
1696
Seascape Capital Management
New Hampshire
$651K -$107K -301 -15%
SVWAG
1697
Sound View Wealth Advisors Group
Georgia
$648K +$356 +1 +0.1%
JBA
1698
Johnson Bixby & Associates
Washington
$644K +$611K +1,716 New
CWMU
1699
Caliber Wealth Management (Utah)
Utah
$644K +$611K +1,717 New
CAI
1700
Capital Advisors Inc
Oklahoma
$642K +$204K +574 +51%
66 67
68
69 70