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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
1676
HBW Advisory Services
California
$1.55M +$12K +31 +0.8%
HL
1677
HeadInvest LLC
Maine
$1.55M -$32.8K -85 -2%
LOPW
1678
Live Oak Private Wealth
North Carolina
$1.54M +$10.8K +28 +0.7%
PP
1679
Pacifica Partners
Canada
$1.54M +$125K +324 +9%
TA
1680
TrueWealth Advisors
Alabama
$1.54M -$89.1K -231 -5%
NAM
1681
NTV Asset Management
West Virginia
$1.53M +$1.93K +5 +0.1%
PWG
1682
Private Wealth Group
Florida
$1.53M +$254K +658 +20%
GP
1683
Girard Partners
Pennsylvania
$1.53M -$259K -671 -14%
PP
1684
Patten & Patten
Tennessee
$1.53M -$27.4K -71 -2%
WHCI
1685
W.H. Cornerstone Investments
Massachusetts
$1.53M -$79.5K -206 -5%
PWM
1686
Paulson Wealth Management
Illinois
$1.53M +$9.26K +24 +0.6%
MIM
1687
Montgomery Investment Management
Maryland
$1.52M +$19.3K +50 +1%
WCWM
1688
Willow Creek Wealth Management
California
$1.51M +$110K +284 +8%
AIA
1689
Acute Investment Advisory
Arizona
$1.51M +$1.52M +3,929 New
SB
1690
Sunflower Bank
Texas
$1.5M – – –
AFA
1691
American Financial Advisors
Georgia
$1.5M +$371K +962 +33%
DJSG
1692
D.J. St. Germain
Massachusetts
$1.5M +$2.06M +5,340 +169%
NP
1693
NorthRock Partners
Minnesota
$1.5M +$544K +1,409 +57%
XS
1694
XR Securities
Illinois
$1.49M +$1.5M +3,885 New
BCMLT
1695
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.48M -$256K -664 -15%
AIP
1696
Almanack Investment Partners
Pennsylvania
$1.48M -$1.69M -4,384 -53%
LNWWM
1697
Laird Norton Wetherby Wealth Management
California
$1.48M +$433K +1,122 +41%
OWA
1698
Opal Wealth Advisors
New York
$1.48M +$856K +2,218 +136%
BHBT
1699
Burke & Herbert Bank & Trust
Virginia
$1.47M +$22K +57 +2%
JWM
1700
JFG Wealth Management
Colorado
$1.47M – – –
66 67
68
69 70