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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1851
Avantax Planning Partners
Iowa
$852K -$174K -422 -16%
AWM
1852
Affinity Wealth Management
Delaware
$849K +$141K +343 +19%
KAH
1853
Kathryn A. Hall
$848K – – –
CAL
1854
Capital Advisors Ltd
Ohio
$845K -$8.23K -20 -0.9%
HA
1855
HFG Advisors
Ohio
$843K – – –
ODIJL
1856
One Day In July LLC
Vermont
$843K +$83.5K +203 +10%
FWM
1857
Focused Wealth Management
New York
$841K -$16.9K -41 -2%
SFS
1858
Security Financial Services
Indiana
$840K +$72.8K +177 +9%
CCA
1859
Checchi Capital Advisers
California
$839K +$617K +1,500 +285%
CWP
1860
Curated Wealth Partners
California
$833K +$111K +270 +14%
AIM
1861
Alhambra Investment Management
Florida
$830K -$24.7K -60 -3%
TFGT
1862
TS Financial Group (TSFG)
Illinois
$825K +$25.1K +61 +3%
HKIMG
1863
Hutchens & Kramer Investment Management Group
Indiana
$823K -$126K -306 -12%
VCM
1864
Vigilant Capital Management
Maine
$822K -$305K -741 -25%
CFCI
1865
Comprehensive Financial Consultants Institutional
Indiana
$816K -$15.2K -37 -2%
H
1866
HoyleCohen
California
$815K -$631K -1,534 -42%
ODG
1867
O'Dell Group
Ohio
$815K +$11.1K +27 +1%
AIS
1868
American Investment Services
Massachusetts
$814K -$18.5K -45 -2%
HC
1869
Hamilton Capital
Ohio
$814K +$36.2K +88 +4%
RWA
1870
Roberts Wealth Advisors
California
$813K -$14.4K -35 -2%
DACG
1871
Donor Advised Charitable Giving
California
$809K -$355K -864 -29%
BFG
1872
Berger Financial Group
Minnesota
$809K +$35.4K +86 +4%
LC
1873
LCNB Corp
Ohio
$808K -$12.3K -30 -1%
MWM
1874
Minot Wealth Management
Massachusetts
$805K -$241K -585 -22%
PCM
1875
Palisade Capital Management
New Jersey
$804K +$2.47K +6 +0.3%
73 74
75
76 77