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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1801
Inspirion Wealth Advisors
Illinois
$890K -$18.8K -47 -2%
SMA
1802
Sage Mountain Advisors
Georgia
$887K -$9.58K -24 -1%
EIM
1803
Ervin Investment Management
Washington
$886K -$129K -324 -12%
AA
1804
Addison Advisors
Vermont
$884K -$177K -444 -15%
PCM
1805
Palisade Capital Management
New Jersey
$881K +$135K +337 +16%
SI
1806
Saxon Interests
Texas
$876K – – –
AIM
1807
Athena Investment Management
California
$873K +$192K +480 +25%
HKIMG
1808
Hutchens & Kramer Investment Management Group
Indiana
$872K +$87.8K +220 +10%
BWM
1809
Birchcreek Wealth Management
Ohio
$869K +$30.3K +76 +3%
RIA
1810
Realta Investment Advisors
Delaware
$868K +$24K +60 +3%
B
1811
Bellecapital
Switzerland
$862K -$117K -294 -11%
SVCP
1812
Silicon Valley Capital Partners
California
$862K +$16.8K +42 +2%
SPWM
1813
Schrum Private Wealth Management
Florida
$861K +$40.7K +102 +4%
BO
1814
Bank OZK
Arkansas
$860K +$559K +1,400 +140%
RB
1815
Renasant Bank
Mississippi
$859K -$128K -320 -12%
CWA
1816
Clarity Wealth Advisors
California
$858K +$1.2K +3 +0.1%
SHWM
1817
Silicon Hills Wealth Management
Texas
$857K -$103K -257 -10%
GHA
1818
GW Henssler & Associates
Georgia
$848K +$3.19K +8 +0.3%
BMC
1819
Benin Management Corp
Connecticut
$847K – – –
SFA
1820
Seneca Financial Advisors
New York
$846K -$2K -5 -0.2%
MA
1821
MJP Associates
Connecticut
$843K -$70.3K -176 -7%
AGA
1822
Accuvest Global Advisors
Utah
$835K -$13.2M -33,168 -93%
FVCM
1823
F&V Capital Management
Florida
$835K +$136K +340 +17%
CCM
1824
Colorado Capital Management
Colorado
$834K – – –
KTC
1825
Kistler-Tiffany Companies
Pennsylvania
$832K +$799 +2 +0.1%
71 72
73
74 75