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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
2051
Financial Advisors Network
California
$484K +$23.2K +58 +4%
CCT
2052
Capital City Trust
Florida
$483K -$72.3K -181 -12%
AW
2053
Avion Wealth
Texas
$483K +$7.59K +19 +1%
MBTD
2054
Mechanics Bank - Trust Department
California
$482K -$39.9K -100 -7%
WAM
2055
Worth Asset Management
Texas
$481K – – –
LJAC
2056
L.J. Altfest & Co
New York
$480K +$35.5K +89 +7%
PIFP
2057
Partners in Financial Planning
Virginia
$479K – – –
RPG
2058
Resource Planning Group
Georgia
$476K – – –
SCM
2059
Seascape Capital Management
New Hampshire
$473K -$799 -2 -0.2%
PWP
2060
Principle Wealth Partners
Connecticut
$471K -$6.79K -17 -1%
CAM
2061
Cozad Asset Management
Illinois
$470K – – –
ISL
2062
Ingalls & Snyder LLC
New York
$470K – – –
TC
2063
Tenret Company
Florida
$469K – – –
WA
2064
Wambolt & Associates
Colorado
$468K -$47.1K -118 -8%
NWM
2065
NEIRG Wealth Management
Massachusetts
$468K +$35.9K +90 +7%
HWA
2066
HHM Wealth Advisors
Tennessee
$462K -$232K -581 -31%
UBV
2067
United Bank (Virginia)
Virginia
$461K -$85.5K -214 -14%
CIP
2068
Chartwell Investment Partners
Pennsylvania
$461K – – –
CWMU
2069
Caliber Wealth Management (Utah)
Utah
$461K +$1.6K +4 +0.3%
CSB
2070
City State Bank
Iowa
$460K – – –
CANC
2071
Culbertson A N & Co
Virginia
$460K – – –
RRCM
2072
Rappaport Reiches Capital Management
Illinois
$460K – – –
SC
2073
Siena Capital
Ohio
$458K – – –
LWMT
2074
Legacy Wealth Management (Tennessee)
Tennessee
$458K +$399 +1 +0.1%
EP
2075
Edgestream Partners
New Jersey
$457K -$1.7M -4,265 -77%
81 82
83
84 85