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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1851
Parkside Financial Bank & Trust
Missouri
$1.1M -$4.61K -10 -0.4%
FSA
1852
Financial Sense Advisors
California
$1.1M +$683K +1,482 +181%
CWM
1853
ClientFirst Wealth Management
Arkansas
$1.09M +$1.1M +2,391 New
PSC
1854
Prentiss Smith & Co
Vermont
$1.09M -$3.69K -8 -0.3%
RB
1855
Renasant Bank
Mississippi
$1.09M +$5.07K +11 +0.5%
SI
1856
Saxon Interests
Texas
$1.09M +$1.07M +2,313 New
GPC
1857
Garrison Point Capital
California
$1.09M +$7.83K +17 +0.8%
BWM
1858
Birchcreek Wealth Management
Ohio
$1.08M -$5.07K -11 -0.5%
AP
1859
Adero Partners
California
$1.08M – – –
AIA
1860
Armor Investment Advisors
North Carolina
$1.08M +$324K +704 +45%
CAL
1861
Capital Advisors Ltd
Ohio
$1.07M – – –
GAM
1862
Griffin Asset Management
New York
$1.07M +$97.2K +211 +10%
CWS
1863
Confluence Wealth Services
Pennsylvania
$1.07M +$1.04M +2,248 New
VST
1864
Van Strum & Towne
California
$1.07M +$461 +1 +0%
RWA
1865
Roberts Wealth Advisors
California
$1.07M +$6.45K +14 +0.6%
AWM
1866
Aspire Wealth Management
Massachusetts
$1.07M +$1.04M +2,246 New
KAH
1867
Kathryn A. Hall
$1.07M +$10.1K +22 +1%
HA
1868
HFG Advisors
Ohio
$1.06M +$1.02M +2,224 New
EBT
1869
Enterprise Bank & Trust
Massachusetts
$1.06M +$600K +1,301 +141%
FWM
1870
Focused Wealth Management
New York
$1.06M +$2.3K +5 +0.2%
CLOS
1871
Compagnie Lombard Odier SCmA
Switzerland
$1.05M +$290K +630 +40%
PWP
1872
Perfromance Wealth Partners
Illinois
$1.05M +$1.01M +2,201 New
AIS
1873
American Investment Services
Massachusetts
$1.04M -$157K -340 -13%
ASFA
1874
All Season Financial Advisors
Colorado
$1.04M +$218K +474 +28%
EDRH
1875
Edmond de Rothschild Holding
Switzerland
$1.04M -$309K -670 -23%
73 74
75
76 77