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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
T
2076
TCWP
Ohio
$656K -$1.35M -3,503 -67%
C
2077
CEDRUS
Colorado
$655K -$14.3K -37 -2%
IA
2078
Integrity Advisory
Kansas
$654K -$74.5K -193 -10%
AMCA
2079
Arthur M. Cohen & Associates
Illinois
$654K -$24.7K -64 -4%
FSG
2080
Financial Strategies Group
Michigan
$653K -$18.9K -49 -3%
CAP
2081
Columbia Advisory Partners
Washington
$648K +$651K +1,686 New
SIAS
2082
Summit Investment Advisory Services
Minnesota
$647K +$650K +1,685 New
GAB
2083
German American Bancorp
Indiana
$647K – – –
ST
2084
Spinnaker Trust
Maine
$645K +$218K +565 +51%
MMPW
2085
Mitchell McLeod Pugh & Williams
Alabama
$643K +$49K +127 +8%
MIC
2086
Means Investment Company
Maine
$641K +$16.2K +42 +3%
RF
2087
Rollins Financial
Georgia
$638K +$27.4K +71 +4%
TWD
2088
True Wealth Design
Ohio
$637K +$639K +1,657 New
SAM
2089
Sompo Asset Management
Japan
$637K +$639K +1,657 New
WCM
2090
Whitener Capital Management
North Carolina
$636K -$72.9K -189 -10%
DDC
2091
DF Dent & Co
Maryland
$636K -$2.04M -5,283 -76%
IPW
2092
Inlet Private Wealth
Florida
$635K +$8.88K +23 +1%
TWP
2093
Transparent Wealth Partners
Arkansas
$633K -$98K -254 -13%
HFAS
2094
Hummer Financial Advisory Services
Illinois
$632K – – –
JBA
2095
Johnson Bixby & Associates
Washington
$631K – – –
HCM
2096
HMS Capital Management
Tennessee
$630K +$169K +439 +37%
APIM
2097
Agate Pass Investment Management
Washington
$630K +$9.26K +24 +1%
BEI
2098
Benjamin Edwards Inc
Missouri
$629K +$2.31K +6 +0.4%
CA
2099
Carson Advisory
Georgia
$629K -$2.7K -7 -0.4%
CAMG
2100
CWA Asset Management Group
Florida
$627K +$41.3K +107 +7%
82 83
84
85 86