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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
$1.04M – – –
GPC
1852
Garrison Point Capital
California
$1.04M +$3.13K +7 +0.3%
BWM
1853
Birchcreek Wealth Management
Ohio
$1.04M +$6.71K +15 +0.7%
PFBT
1854
Parkside Financial Bank & Trust
Missouri
$1.04M -$7.16K -16 -0.7%
HGERS
1855
Householder Group Estate & Retirement Specialist
Arizona
$1.03M -$26.4K -59 -3%
PWP
1856
Perfromance Wealth Partners
Illinois
$1.03M +$30.9K +69 +3%
RF
1857
Rollins Financial
Georgia
$1.03M +$254K +567 +33%
AP
1858
Adero Partners
California
$1.03M – – –
FWM
1859
Focused Wealth Management
New York
$1.02M +$19.2K +43 +2%
HFS
1860
Heritage Financial Services
Massachusetts
$1.02M -$156K -349 -13%
CWS
1861
Confluence Wealth Services
Pennsylvania
$1.02M +$1.79K +4 +0.2%
AIM
1862
Alhambra Investment Management
Florida
$1.02M -$260K -581 -21%
CAL
1863
Capital Advisors Ltd
Ohio
$1.02M – – –
KAH
1864
Kathryn A. Hall
$1.01M – – –
HA
1865
HFG Advisors
Ohio
$1.01M – – –
ULWM
1866
Upper Left Wealth Management
Florida
$999K -$74.7K -167 -7%
AIS
1867
American Investment Services
Massachusetts
$994K – – –
BWAM
1868
Boyd Watterson Asset Management
Ohio
$991K – – –
RCM
1869
Regency Capital Management
Hawaii
$990K -$274K -612 -22%
GI
1870
Gradient Investments
Minnesota
$990K +$80.1K +179 +9%
PIM
1871
Provident Investment Management
Michigan
$987K +$973K +2,176 New
SCA
1872
Scott Capital Advisors
Oregon
$983K +$969K +2,166 New
LC
1873
LCNB Corp
Ohio
$980K +$53.7K +120 +6%
VAFP
1874
Vahanian & Associates Financial Planning
New York
$970K -$190K -424 -17%
ODG
1875
O'Dell Group
Ohio
$963K – – –
73 74
75
76 77