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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
1851
Prentiss Smith & Co
Vermont
$1.09M -$3.69K -8 -0.3%
RB
1852
Renasant Bank
Mississippi
$1.09M +$5.07K +11 +0.5%
SI
1853
Saxon Interests
Texas
$1.09M +$1.07M +2,313 New
GPC
1854
Garrison Point Capital
California
$1.09M +$7.83K +17 +0.8%
BWM
1855
Birchcreek Wealth Management
Ohio
$1.08M -$5.07K -11 -0.5%
AP
1856
Adero Partners
California
$1.08M – – –
AIA
1857
Armor Investment Advisors
North Carolina
$1.08M +$324K +704 +45%
CAL
1858
Capital Advisors Ltd
Ohio
$1.07M – – –
GAM
1859
Griffin Asset Management
New York
$1.07M +$97.2K +211 +10%
CWS
1860
Confluence Wealth Services
Pennsylvania
$1.07M +$1.04M +2,248 New
VST
1861
Van Strum & Towne
California
$1.07M +$461 +1 +0%
RWA
1862
Roberts Wealth Advisors
California
$1.07M +$6.45K +14 +0.6%
AWM
1863
Aspire Wealth Management
Massachusetts
$1.07M +$1.04M +2,246 New
KAH
1864
Kathryn A. Hall
$1.07M +$10.1K +22 +1%
HA
1865
HFG Advisors
Ohio
$1.06M +$1.02M +2,224 New
EBT
1866
Enterprise Bank & Trust
Massachusetts
$1.06M +$600K +1,301 +141%
FWM
1867
Focused Wealth Management
New York
$1.06M +$2.3K +5 +0.2%
CLOS
1868
Compagnie Lombard Odier SCmA
Switzerland
$1.05M +$290K +630 +40%
PWP
1869
Perfromance Wealth Partners
Illinois
$1.05M +$1.01M +2,201 New
AIS
1870
American Investment Services
Massachusetts
$1.04M -$157K -340 -13%
ASFA
1871
All Season Financial Advisors
Colorado
$1.04M +$218K +474 +28%
EDRH
1872
Edmond de Rothschild Holding
Switzerland
$1.04M -$309K -670 -23%
BWAM
1873
Boyd Watterson Asset Management
Ohio
$1.04M – – –
APP
1874
Avantax Planning Partners
Iowa
$1.04M +$161K +349 +19%
RCIM
1875
Red Cedar Investment Management
Michigan
$1.04M +$1M +2,177 New
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75
76 77