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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1701
Prostatis Group
Maryland
$4.01M +$50.8K +86 +1%
EBA
1702
Eagle Bay Advisors
New York
$4M -$624K -1,057 -13%
RI
1703
Rinkey Investments
California
$3.99M -$3.54K -6 -0.1%
CPIA
1704
Cornell Pochily Investment Advisors
New York
$3.99M +$17.7K +30 +0.4%
GFA
1705
Gallagher Fiduciary Advisors
Illinois
$3.98M -$127K -215 -3%
FCMA
1706
Foresight Capital Management Advisors
Michigan
$3.96M +$11.2K +19 +0.3%
TCM
1707
Traynor Capital Management
Pennsylvania
$3.96M +$316K +535 +8%
SF
1708
Symphony Financial
Texas
$3.95M -$2.82M -4,775 -39%
JEST
1709
JTC Employer Solutions Trustee
Jersey
$3.95M – – –
IFS
1710
Intelligent Financial Strategies
Minnesota
$3.95M -$62.6K -106 -1%
PSA
1711
Plum Street Advisors
Louisiana
$3.94M -$26K -44 -0.6%
SIC
1712
SFE Investment Counsel
California
$3.94M +$4.14M +7,014 New
HPC
1713
HM Payson & Co
Maine
$3.92M -$266K -450 -6%
PCH
1714
PGIM Custom Harvest
New Jersey
$3.92M -$216K -365 -5%
PMA
1715
Prudent Man Advisors
Illinois
$3.92M +$759K +1,285 +23%
LAS
1716
Legacy Advisory Services
Pennsylvania
$3.91M -$67.3K -114 -2%
JGIA
1717
Jackson Grant Investment Advisers
Connecticut
$3.9M -$161K -273 -4%
OPWM
1718
Oakwell Private Wealth Management
Texas
$3.89M -$30.7K -52 -0.7%
HLCM
1719
Hi-Line Capital Management
South Dakota
$3.88M +$471K +797 +13%
MWA
1720
Medallion Wealth Advisors
Connecticut
$3.87M +$391K +662 +11%
HIP
1721
HUB Investment Partners
Texas
$3.87M -$145K -246 -3%
PAG
1722
Paladin Advisory Group
Iowa
$3.87M +$379K +641 +10%
KCP
1723
Kera Capital Partners
California
$3.87M +$50.8K +86 +1%
BHPW
1724
Beverly Hills Private Wealth
California
$3.85M -$385K -652 -9%
TWP
1725
TFO Wealth Partners
Ohio
$3.85M +$4.04M +6,850 New
67 68
69
70 71