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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1851
PGIM Custom Harvest
New Jersey
$2.02M +$586K +1,172 +44%
WFA
1852
Wells Financial Advisors
Massachusetts
$2.02M +$23.5K +47 +1%
MI
1853
Moneywise Inc
Virginia
$2.02M +$28K +56 +1%
PL
1854
Plancorp LLC
Missouri
$2.02M +$95.6K +191 +5%
1SB
1855
1ST Source Bank
Indiana
$2.01M +$549K +1,097 +40%
PP
1856
Patten & Patten
Tennessee
$2.01M -$12K -24 -0.6%
IA
1857
Inspire Advisors
Idaho
$2M +$646K +1,292 +51%
DACG
1858
Donor Advised Charitable Giving
California
$2M -$67K -134 -3%
BCMLT
1859
Beacon Capital Management LLC (Tennessee)
Tennessee
$2M -$56K -112 -3%
RBFC
1860
Roman Butler Fullerton & Co
Missouri
$1.99M -$22.5K -45 -1%
CB
1861
CNB Bank
Pennsylvania
$1.99M +$93.1K +186 +5%
PFM
1862
Peak Financial Management
Massachusetts
$1.99M -$104K -207 -5%
CCM
1863
Cohen Capital Management
California
$1.98M -$629K -1,258 -25%
TI
1864
tru Independence
Oregon
$1.98M -$60K -120 -3%
HL
1865
HeadInvest LLC
Maine
$1.98M -$12.5K -25 -0.7%
FCM
1866
Firestone Capital Management
Florida
$1.98M +$53.5K +107 +3%
DFG
1867
Delta Financial Group
New Jersey
$1.97M +$109K +218 +6%
SB
1868
Sunflower Bank
Texas
$1.96M -$10.5K -21 -0.6%
VCM
1869
Versant Capital Management
Arizona
$1.96M +$46.5K +93 +3%
NW
1870
Naviter Wealth
Arkansas
$1.95M -$85.1K -170 -4%
IB
1871
Intrust Bank
Kansas
$1.95M -$59.5K -119 -3%
OWA
1872
ORBA Wealth Advisors
Illinois
$1.95M -$4K -8 -0.2%
BIG
1873
Builder Investment Group
Georgia
$1.95M – – –
PP
1874
Pacifica Partners
Canada
$1.95M -$346K -692 -16%
LFG
1875
Lazard Frères Gestion
France
$1.94M -$119K -238 -6%
73 74
75
76 77