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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1851
Clarius Group LLC
Washington
$583K +$838 +2 +0.1%
SWP
1852
Strategic Wealth Partners
Ohio
$583K +$568K +1,355 New
HCM
1853
HM Capital Management
Missouri
$580K – – –
FFG
1854
Frisch Financial Group
New York
$579K -$9.22K -22 -2%
GA
1855
GFS Advisors
Texas
$578K – – –
FM
1856
Foster & Motley
Ohio
$577K +$130K +311 +30%
FWI
1857
Facet Wealth Inc
Maryland
$573K -$1.68K -4 -0.3%
FFA
1858
Freedman Financial Associates
Massachusetts
$572K +$32.3K +77 +6%
SIM
1859
Sonora Investment Management
Arizona
$568K +$5.45K +13 +1%
GA
1860
GoalVest Advisory
New York
$567K +$54.9K +131 +11%
GCP
1861
GSA Capital Partners
United Kingdom
$567K +$325K +775 +142%
HIS
1862
Harvest Investment Services
Illinois
$566K -$13.4K -32 -2%
CAM
1863
Cozad Asset Management
Illinois
$566K +$112K +268 +26%
BB
1864
Bell Bank
North Dakota
$564K – – –
TC
1865
Tenret Company
Florida
$562K +$548K +1,307 New
OWA
1866
Octavia Wealth Advisors
Ohio
$560K +$28.9K +69 +6%
AC
1867
Apella Capital
Connecticut
$560K +$108K +258 +25%
CANC
1868
Culbertson A N & Co
Virginia
$552K – – –
WA1
1869
Wimmer Associates 1
California
$552K – – –
FNT
1870
First Nebraska Trust
Nebraska
$547K +$123K +294 +30%
CWAG
1871
Compton Wealth Advisory Group
Virginia
$546K +$1.68K +4 +0.3%
BFM
1872
Boston Financial Management
Massachusetts
$540K +$159K +379 +43%
TPA
1873
Trivium Point Advisory
Connecticut
$539K -$163K -390 -24%
MLL
1874
Moody Lynn & Lieberson
Massachusetts
$539K – – –
CA
1875
Cambridge Advisors
Nebraska
$538K -$21.4K -51 -4%
73 74
75
76 77