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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1901
Tiemann Investment Advisors
California
$967K -$6.91K -15 -0.7%
EGWAG
1902
Elwood & Goetz Wealth Advisory Group
Georgia
$966K -$43.8K -95 -4%
BCM
1903
Beck Capital Management
Texas
$966K +$41.5K +90 +5%
CFRPA
1904
Castle Financial & Retirement Planning Associates
New Jersey
$966K +$983K +2,134 New
BFG
1905
Berger Financial Group
Minnesota
$965K +$65K +141 +7%
DI
1906
DFPG Investments
Utah
$964K +$54.4K +118 +6%
GI
1907
Gradient Investments
Minnesota
$955K -$480K -1,042 -34%
ACM
1908
Azimuth Capital Management
Michigan
$955K +$46.1K +100 +5%
PWG
1909
Private Wealth Group
Florida
$954K -$983K -2,133 -52%
FVCM
1910
F&V Capital Management
Florida
$949K -$18.4K -40 -2%
AT
1911
American Trust
Kentucky
$943K +$911K +1,976 New
JC
1912
Jentner Corp
Ohio
$939K – – –
ECM
1913
Elgethun Capital Management
South Dakota
$934K +$24.4K +53 +3%
H
1914
HoyleCohen
California
$931K -$205K -444 -19%
MMPW
1915
Mitchell McLeod Pugh & Williams
Alabama
$931K -$26.3K -57 -3%
VIM
1916
Vista Investment Management
Pennsylvania
$931K -$14.7K -32 -2%
WCFA
1917
Walkner Condon Financial Advisors
Wisconsin
$926K -$13.8K -30 -2%
SWM
1918
Selective Wealth Management
Virginia
$925K +$113K +245 +14%
IWN
1919
Independent Wealth Network
Iowa
$925K +$238K +516 +36%
MFW
1920
Mosaic Family Wealth
Missouri
$925K +$289K +628 +48%
APIM
1921
Agate Pass Investment Management
Washington
$924K +$893K +1,937 New
CGL
1922
Clarius Group LLC
Washington
$923K -$461 -1 -0.1%
HFG
1923
Heron Financial Group
New York
$923K +$191K +414 +26%
CWP
1924
Curated Wealth Partners
California
$919K – – –
AC
1925
Anson Capital
Georgia
$919K +$983K +2,134 New
75 76
77
78 79