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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1826
Prosperity Planning
Missouri
$1.09M -$73K -182 -6%
ACA
1827
Aptus Capital Advisors
Alabama
$1.09M -$279K -696 -21%
CPWA
1828
Cerro Pacific Wealth Advisors
California
$1.09M -$1.06M -2,650 -50%
FMTC
1829
Farmers & Merchants Trust Company
California
$1.09M -$4.81K -12 -0.5%
JPG
1830
Jordan Park Group
California
$1.09M -$292K -729 -22%
BFWA
1831
Benchmark Financial Wealth Advisors
Florida
$1.09M +$100K +250 +10%
1WA
1832
180 Wealth Advisors
Washington
$1.09M +$91K +227 +9%
EM
1833
Excalibur Management
Massachusetts
$1.08M – – –
ASFA
1834
All Season Financial Advisors
Colorado
$1.08M +$101K +253 +11%
JWWM
1835
Johnson & White Wealth Management
Pennsylvania
$1.08M -$21.3M -53,179 -95%
BTW
1836
Boston Trust Walden
Massachusetts
$1.08M – – –
EHC
1837
Everett Harris & Co
California
$1.08M – – –
BMA
1838
Brooks Moore & Associates
Tennessee
$1.08M +$441K +1,100 +72%
RA
1839
Rodgers & Associates
Pennsylvania
$1.08M +$38.1K +95 +4%
LFG
1840
Lazard Frères Gestion
France
$1.08M +$1.26M +3,138 New
NEWAS
1841
N.E.W. Advisory Services
Wisconsin
$1.07M – – –
AM
1842
Atwater Malick
Pennsylvania
$1.07M +$143K +357 +16%
GA
1843
Goldstein Advisors
Wisconsin
$1.07M -$170K -423 -14%
CS
1844
Capital Square
Tennessee
$1.07M +$401 +1 +0%
ECM
1845
Elgethun Capital Management
South Dakota
$1.07M +$27.3K +68 +3%
CGL
1846
Clarius Group LLC
Washington
$1.07M -$26.5K -66 -2%
SWM
1847
Soundmark Wealth Management
Washington
$1.07M – – –
GSIAS
1848
Garden State Investment Advisory Services
New Jersey
$1.06M -$3.61K -9 -0.3%
BWA
1849
Blodgett Wealth Advisors
California
$1.06M +$401 +1 +0%
BO
1850
Bank OZK
Arkansas
$1.06M +$46.9K +117 +5%
72 73
74
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