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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1826
Harrell Investment Partners
Texas
$831K +$925K +2,316 New
GI
1827
Gradient Investments
Minnesota
$829K +$24.4K +61 +3%
HFS
1828
Heritage Financial Services
Massachusetts
$828K -$61.5K -154 -6%
PSC
1829
Prentiss Smith & Co
Vermont
$822K – – –
AAP
1830
Arax Advisory Partners
Colorado
$821K +$799 +2 +0.1%
PMG
1831
ProVise Management Group
Florida
$820K -$516K -1,292 -36%
BI
1832
Ballast Inc
Kentucky
$820K -$83.9K -210 -8%
BFWA
1833
Benchmark Financial Wealth Advisors
Florida
$820K -$51.9K -130 -5%
SCA
1834
Sandy Cove Advisors
Massachusetts
$819K +$196K +490 +27%
MIG
1835
McGuire Investment Group
Rhode Island
$815K -$3.19K -8 -0.4%
GB
1836
Goepper Burkhardt
South Carolina
$814K -$39.9K -100 -4%
PWP
1837
Perfromance Wealth Partners
Illinois
$814K – – –
LCC
1838
Lincoln Capital Corp
Rhode Island
$813K -$28K -70 -3%
BCM
1839
BTR Capital Management
California
$807K – – –
PFBT
1840
Parkside Financial Bank & Trust
Missouri
$806K -$11.6K -29 -1%
JCM
1841
J2 Capital Management
Michigan
$803K -$605K -1,516 -40%
KAH
1842
Kathryn A. Hall
$803K – – –
CAL
1843
Capital Advisors Ltd
Ohio
$799K – – –
AM
1844
Atwater Malick
Pennsylvania
$798K -$205K -514 -19%
CWP
1845
Curated Wealth Partners
California
$798K +$12K +30 +1%
C1AG
1846
Client 1st Advisory Group
Florida
$793K +$541K +1,356 +159%
CSIA
1847
Charles Schwab Investment Advisory
California
$789K +$60.7K +152 +7%
SWM
1848
SeaCrest Wealth Management
New York
$788K -$57.5K -144 -6%
AWM
1849
Affinity Wealth Management
Delaware
$780K -$7.99K -20 -0.9%
IWN
1850
Independent Wealth Network
Iowa
$777K +$302K +756 +54%
72 73
74
75 76