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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1801
Pathway Financial Advisors
Vermont
$554K – – –
GC
1802
Gibson Capital
Pennsylvania
$552K – – –
PA
1803
Prism Advisors
California
$549K – – –
TBA
1804
Tower Bridge Advisors
Pennsylvania
$545K – – –
FFG
1805
Frisch Financial Group
New York
$545K -$3.82M -9,872 -88%
AP
1806
Atwood & Palmer
Missouri
$545K +$151K +391 +40%
WWMSC
1807
Wagner Wealth Management (South Carolina)
South Carolina
$543K +$82.9K +214 +19%
1WA
1808
180 Wealth Advisors
Washington
$542K -$29K -75 -5%
CGL
1809
Clarius Group LLC
Washington
$539K +$2.32K +6 +0.4%
HIS
1810
Harvest Investment Services
Illinois
$537K -$233K -601 -31%
HCM
1811
HM Capital Management
Missouri
$537K -$3.87K -10 -0.7%
GAB
1812
German American Bancorp
Indiana
$536K – – –
ACM
1813
Alpha Capital Management
Texas
$534K -$1.16K -3 -0.2%
AIA
1814
Armor Investment Advisors
North Carolina
$533K – – –
FWI
1815
Facet Wealth Inc
Maryland
$532K -$64.3K -166 -11%
MCP
1816
Mirador Capital Partners
California
$531K -$2.71K -7 -0.5%
PHS
1817
Pekin Hardy Strauss
Illinois
$528K -$17.4K -45 -3%
FF
1818
FourThought Financial
Florida
$525K -$84K -217 -14%
BB
1819
Bell Bank
North Dakota
$522K -$154K -398 -23%
SIM
1820
Sonora Investment Management
Arizona
$521K – – –
BO
1821
Bank OZK
Arkansas
$518K -$343K -886 -40%
CA
1822
Cambridge Advisors
Nebraska
$518K +$504K +1,302 New
PFSC
1823
Peoples Financial Services Corp
Pennsylvania
$517K – – –
RPG
1824
Resource Planning Group
Georgia
$514K – – –
LWANC
1825
Laurel Wealth Advisors (North Carolina)
North Carolina
$514K +$56.1K +145 +13%
71 72
73
74 75