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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2051
Clark Asset Management
New Hampshire
$1.48M +$16.8K +32 +1%
EHC
2052
Everett Harris & Co
California
$1.48M -$47.3K -90 -3%
AWM
2053
Accel Wealth Management
Iowa
$1.47M +$3.68K +7 +0.3%
RA
2054
Rodgers & Associates
Pennsylvania
$1.46M -$2.1K -4 -0.1%
GD
2055
Grandfield & Dodd
New York
$1.46M – – –
LAM
2056
Lakewood Asset Management
Illinois
$1.46M -$8.94K -17 -0.6%
SFB
2057
STAR Financial Bank
Indiana
$1.46M -$289K -550 -17%
CP
2058
Canopy Partners
Ohio
$1.46M -$187K -356 -12%
HA
2059
HFG Advisors
Ohio
$1.46M -$114K -217 -8%
AIA
2060
Arbor Investment Advisors
North Carolina
$1.46M – – –
BWG
2061
Balanced Wealth Group
Ohio
$1.45M -$43.6K -83 -3%
RC
2062
Randolph Company
Ohio
$1.45M +$17.9K +34 +1%
HWP
2063
Hibernia Wealth Partners
Louisiana
$1.45M +$891K +1,694 +177%
FWP
2064
Family Wealth Partners
North Carolina
$1.45M +$36.3K +69 +3%
LFG
2065
Lockerman Financial Group
California
$1.45M +$815K +1,550 +141%
CS
2066
Capital Square
Tennessee
$1.45M -$52.6K -100 -4%
FA
2067
Financial Advisors
Massachusetts
$1.45M -$5.78K -11 -0.4%
EDRH
2068
Edmond de Rothschild Holding
Switzerland
$1.45M +$613K +1,166 +79%
FAG
2069
Fortitude Advisory Group
Washington
$1.44M -$864K -1,643 -38%
PIA
2070
Pinion Investment Advisors
Kansas
$1.44M +$325K +618 +31%
FDCP
2071
Foster Dykema Cabot & Partners
Massachusetts
$1.44M -$154K -293 -10%
MKW
2072
Mullaney, Keating & Wright
Connecticut
$1.44M +$1.38M +2,631 New
MMG
2073
Monetary Management Group
Missouri
$1.44M – – –
TCBWMS
2074
Texas Capital Bank Wealth Management Services
Texas
$1.44M – – –
TLA
2075
Tanglewood Legacy Advisors
Texas
$1.44M -$207K -393 -13%
81 82
83
84 85