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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GD
1801
Grandfield & Dodd
New York
$1.37M +$63.2K +150 +5%
KAM
1802
KEB Asset Management
Illinois
$1.36M +$313K +742 +32%
TTWM
1803
TCV Trust & Wealth Management
Virginia
$1.36M +$23.2K +55 +2%
KM
1804
Kalos Management
Georgia
$1.35M +$62.8K +149 +5%
APWA
1805
Atlas Private Wealth Advisors
New Jersey
$1.35M +$608K +1,442 +91%
MCM
1806
McRae Capital Management
New Jersey
$1.35M -$125K -297 -9%
EWA
1807
Etesian Wealth Advisors
Oregon
$1.35M -$13.5K -32 -1%
CDH
1808
Charles D. Hyman
$1.34M +$84.7K +201 +7%
BWA
1809
Bordeaux Wealth Advisors
California
$1.34M – – –
PP
1810
Pacifica Partners
Canada
$1.34M -$424K -1,006 -25%
FAM
1811
Family Asset Management
South Carolina
$1.34M -$7.16K -17 -0.6%
SFP
1812
Sweet Financial Partners
Minnesota
$1.34M +$3.79K +9 +0.3%
TFA
1813
Teamwork Financial Advisors
Texas
$1.34M -$112K -265 -8%
HFS
1814
HBC Financial Services
Washington
$1.34M +$6.74K +16 +0.5%
AFO
1815
Arrowroot Family Office
California
$1.34M -$1.65M -3,925 -57%
RIM
1816
RW Investment Management
Idaho
$1.34M -$10.5K -25 -0.8%
RIM
1817
Rockbridge Investment Management
New York
$1.33M -$9.27K -22 -0.7%
BOPW
1818
Brandywine Oak Private Wealth
Pennsylvania
$1.33M +$2.95K +7 +0.2%
MHIC
1819
Marble Harbor Investment Counsel
Massachusetts
$1.33M – – –
WT
1820
Washington Trust
Rhode Island
$1.33M – – –
BFWA
1821
Benchmark Financial Wealth Advisors
Florida
$1.32M +$138K +327 +12%
EP
1822
Edgestream Partners
New Jersey
$1.32M -$13.1M -31,042 -91%
CCA
1823
Cadent Capital Advisors
Oklahoma
$1.32M +$204K +484 +20%
LSIA
1824
LaSalle St. Investment Advisors
Illinois
$1.32M +$265K +630 +27%
FMC
1825
First Merchants Corp
Indiana
$1.31M -$535K -1,269 -30%
71 72
73
74 75