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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1726
Sweet Financial Partners
Minnesota
$1.13M +$1.22M +2,966 New
SAM
1727
Summit Asset Management
Tennessee
$1.12M -$109K -264 -8%
BBA
1728
Braun-Bostich & Associates
Pennsylvania
$1.11M -$8.64K -21 -0.7%
CWM
1729
Cabot Wealth Management
Massachusetts
$1.11M +$94.2K +229 +8%
OPA
1730
Old Port Advisors
Maine
$1.11M +$367K +892 +44%
MIA
1731
MMBG Investment Advisors
Florida
$1.11M – – –
LRIA
1732
Leonard Rickey Investment Advisors
Washington
$1.11M +$2.88K +7 +0.2%
MCM
1733
Mengis Capital Management
Oregon
$1.1M -$27.1K -66 -2%
RIM
1734
Rockbridge Investment Management
New York
$1.1M -$5.41M -13,164 -82%
AA
1735
Addison Advisors
Vermont
$1.1M -$841K -2,044 -41%
WAS
1736
Wealth Advisory Solutions
Indiana
$1.1M -$14.4K -35 -1%
BWA
1737
Bordeaux Wealth Advisors
California
$1.1M -$272K -661 -19%
CS
1738
Capital Square
Tennessee
$1.1M +$30.9K +75 +3%
MA
1739
MAS Advisors
Florida
$1.1M +$892K +2,168 +297%
SWP
1740
Strategic Wealth Partners
Ohio
$1.09M +$177K +430 +17%
1SB
1741
1ST Source Bank
Indiana
$1.09M +$162K +394 +16%
BA
1742
Bridge Advisory
California
$1.09M -$2.47K -6 -0.2%
KP
1743
Keel Point
Alabama
$1.08M -$31.7K -77 -3%
JCM
1744
Jacobi Capital Management
Pennsylvania
$1.08M -$88.8K -216 -7%
SIMG
1745
Sonora Investment Management Group
Arizona
$1.08M +$575K +1,398 +96%
PP
1746
Prosperity Planning
Missouri
$1.08M – – –
CB
1747
CNB Bank
Pennsylvania
$1.08M -$28.4K -69 -2%
WCM
1748
Weik Capital Management
Pennsylvania
$1.08M +$59.6K +145 +5%
ICM
1749
Islay Capital Management
Texas
$1.07M -$1.09M -2,654 -48%
TWM
1750
TMD Wealth Management
Arizona
$1.07M -$462K -1,124 -28%
68 69
70
71 72