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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1776
Colony Family Offices
North Carolina
$5.22M +$134K +197 +3%
BI
1777
Berkeley Inc
Idaho
$5.21M -$686K -1,010 -12%
NAAA
1778
New Age Alpha Advisors
New York
$5.21M -$1.7M -2,509 -25%
PAG
1779
Paladin Advisory Group
Iowa
$5.21M +$244K +359 +5%
BB
1780
Berkshire Bank
Massachusetts
$5.21M -$2.2M -3,240 -30%
PJSIMP
1781
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.19M -$206K -304 -4%
UOTTAIMCU
1782
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.18M -$469K -690 -8%
Q1WB
1783
Quest 10 Wealth Builders
Virginia
$5.18M +$32.6K +48 +0.6%
NIM
1784
Northeast Investment Management
Massachusetts
$5.17M – – –
TWP
1785
Triad Wealth Partners
Kansas
$5.15M +$1.68M +2,475 +49%
RMAM
1786
Raab & Moskowitz Asset Management
New Jersey
$5.14M -$33.3K -49 -0.6%
TS
1787
Triglav Skladi
Slovenia
$5.13M – – –
FP
1788
Financial Perspectives
Minnesota
$5.13M +$405K +597 +9%
FPTW
1789
Franklin, Parlapiano, Turner & Welch
Texas
$5.12M -$506K -745 -9%
AB
1790
Atlas Brown
Kentucky
$5.11M -$6.11K -9 -0.1%
TCOTS
1791
Trust Company of the South
North Carolina
$5.11M +$500K +737 +11%
HBWM
1792
Hollow Brook Wealth Management
New York
$5.11M -$2.76M -4,061 -35%
MWM
1793
Marietta Wealth Management
Georgia
$5.11M +$77.4K +114 +2%
FGA
1794
Fortis Group Advisors
New Jersey
$5.1M -$196K -288 -4%
SWM
1795
SilverOak Wealth Management
Minnesota
$5.1M +$18.3K +27 +0.4%
SJGA
1796
Stephen J. Garry & Associates
New York
$5.09M -$93K -137 -2%
M
1797
MOTCO
Texas
$5.09M +$519K +764 +11%
MG
1798
Marex Group
$5.09M – – –
VCM
1799
Vivaldi Capital Management
Illinois
$5.07M -$106K -156 -2%
BW
1800
Blalock Williams
Alabama
$5.07M +$141K +207 +3%
70 71
72
73 74