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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
1676
Murphy Middleton Hinkle & Parker
Georgia
$1.78M -$122K -289 -7%
GCM
1677
Gallacher Capital Management
Colorado
$1.77M -$40.5K -96 -2%
FPCG
1678
Fort Pitt Capital Group
Pennsylvania
$1.77M -$306K -727 -15%
AFA
1679
American Financial Advisors
Georgia
$1.76M +$17.7K +42 +1%
MIM
1680
Montgomery Investment Management
Maryland
$1.76M +$843 +2 +0.1%
SAM
1681
Summit Asset Management
Tennessee
$1.76M +$248K +588 +18%
PWW
1682
Pettyjohn Wood & White
Virginia
$1.75M – – –
ASFA
1683
All Season Financial Advisors
Colorado
$1.74M +$537K +1,274 +48%
BHBT
1684
Burke & Herbert Bank & Trust
Virginia
$1.74M +$5.9K +14 +0.4%
WRPWM
1685
Werba Rubin Papier Wealth Management
California
$1.74M – – –
FFA
1686
Founders Financial Alliance
North Carolina
$1.73M +$707K +1,677 +76%
NAM
1687
NTV Asset Management
West Virginia
$1.73M -$30.8K -73 -2%
SCM
1688
Sebold Capital Management
Illinois
$1.72M -$70K -166 -4%
APW
1689
Atlantic Private Wealth
North Carolina
$1.72M -$132K -313 -7%
SPIO
1690
Seven Post Investment Office
California
$1.72M +$1.63M +3,860 New
AWM
1691
Accel Wealth Management
Iowa
$1.71M +$1.5M +3,557 +1,222%
HL
1692
HeadInvest LLC
Maine
$1.71M -$2.95K -7 -0.2%
WHCI
1693
W.H. Cornerstone Investments
Massachusetts
$1.71M +$1.26K +3 +0.1%
BPFA
1694
Barnes Pettey Financial Advisors
Mississippi
$1.71M +$1.23M +2,926 +324%
SB
1695
Sunflower Bank
Texas
$1.71M – – –
CWM
1696
Castle Wealth Management
Florida
$1.7M -$430K -1,021 -21%
FAM
1697
Formidable Asset Management
Ohio
$1.7M +$75.9K +180 +5%
LNWWM
1698
Laird Norton Wetherby Wealth Management
California
$1.69M -$13.1K -31 -0.8%
B
1699
Bridgeworth
Alabama
$1.69M -$11.4K -27 -0.7%
TA
1700
TrueWealth Advisors
Alabama
$1.68M +$9.27K +22 +0.6%
66 67
68
69 70