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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1801
Lane & Associates
New Jersey
$1.18M +$1.18M +3,070 New
AFAS
1802
Acorn Financial Advisory Services
Virginia
$1.17M -$65.2K -169 -5%
RIM
1803
RW Investment Management
Idaho
$1.17M +$1.17M +3,039 New
WT
1804
Washington Trust
Rhode Island
$1.16M – – –
GA
1805
Goldstein Advisors
Wisconsin
$1.16M +$1.17M +3,021 New
1SB
1806
1ST Source Bank
Indiana
$1.16M +$62.9K +163 +6%
KLCM
1807
KG&L Capital Management
Louisiana
$1.16M -$56.3K -146 -5%
RIM
1808
Rockbridge Investment Management
New York
$1.16M -$7.72K -20 -0.7%
AA
1809
Addison Advisors
Vermont
$1.15M +$207K +536 +22%
MHIC
1810
Marble Harbor Investment Counsel
Massachusetts
$1.15M – – –
SFP
1811
Sweet Financial Partners
Minnesota
$1.15M +$5.02K +13 +0.4%
BOPW
1812
Brandywine Oak Private Wealth
Pennsylvania
$1.15M -$193K -500 -14%
PP
1813
Patron Partners
Texas
$1.15M -$5.4K -14 -0.5%
LPIC
1814
LeJeune Puetz Investment Counsel
Michigan
$1.14M – – –
CFA
1815
CWS Financial Advisors
Michigan
$1.14M -$916K -2,374 -45%
HFS
1816
HBC Financial Services
Washington
$1.14M -$41.7K -108 -4%
EIM
1817
Ervin Investment Management
Washington
$1.13M +$181K +469 +19%
SCA
1818
Scott Capital Advisors
Oregon
$1.12M +$75.3K +195 +7%
WAS
1819
Wealth Advisory Solutions
Indiana
$1.12M -$4.63K -12 -0.4%
MIA
1820
MMBG Investment Advisors
Florida
$1.12M – – –
FA
1821
Faithward Advisors
Pennsylvania
$1.12M +$15.4K +40 +1%
GD
1822
Grandfield & Dodd
New York
$1.12M -$22.4K -58 -2%
HIP
1823
HUB Investment Partners
Texas
$1.12M +$339K +878 +43%
BFP
1824
Briaud Financial Planning
Texas
$1.11M – – –
BWA
1825
Bordeaux Wealth Advisors
California
$1.11M – – –
71 72
73
74 75