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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2076
Clearview Wealth Advisors
Oregon
$751K -$35K -83 -5%
MCP
2077
Mirador Capital Partners
California
$750K +$3.37K +8 +0.5%
CHP
2078
Cable Hill Partners
Oregon
$747K +$28.2K +67 +4%
TCMP
2079
Thrive Capital Management (Pennsylvania)
Pennsylvania
$741K -$86K -204 -11%
HWP
2080
Highline Wealth Partners
California
$741K -$23.2K -55 -3%
V
2081
ViaWealth
Kansas
$741K +$1.26K +3 +0.2%
AA
2082
Addison Advisors
Vermont
$739K +$83.4K +198 +14%
WCM
2083
Whitener Capital Management
North Carolina
$736K +$2.11K +5 +0.3%
HCM
2084
Hollencrest Capital Management
California
$735K – – –
FA
2085
Fiduciary Alliance
South Carolina
$734K +$435K +1,032 +168%
HFAS
2086
Hummer Financial Advisory Services
Illinois
$733K – – –
VT
2087
Vise Technologies
New York
$733K -$130K -308 -16%
JBA
2088
Johnson Bixby & Associates
Washington
$732K – – –
CSIA
2089
Charles Schwab Investment Advisory
California
$731K +$3.79K +9 +0.6%
IPW
2090
Inlet Private Wealth
Florida
$730K -$8.43K -20 -1%
AWP
2091
Abacus Wealth Partners
California
$729K -$631K -1,498 -48%
AWA
2092
AmeriServ Wealth Advisors
Pennsylvania
$727K – – –
HWM
2093
Horizons Wealth Management
North Carolina
$726K +$1.26K +3 +0.2%
MHWM
2094
Montz Harcus Wealth Management
Louisiana
$724K +$2.11K +5 +0.3%
MWM
2095
Meritas Wealth Management
California
$722K -$4.21K -10 -0.6%
WIC
2096
Woodmont Investment Counsel
Tennessee
$721K – – –
APW
2097
Aurora Private Wealth
New Jersey
$718K +$843 +2 +0.1%
SWM
2098
Seaside Wealth Management
California
$714K -$455K -1,080 -40%
APIM
2099
Agate Pass Investment Management
Washington
$714K -$23.2K -55 -3%
BEI
2100
Benjamin Edwards Inc
Missouri
$713K +$11K +26 +2%
82 83
84
85 86