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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
2101
Chartwell Investment Partners
Pennsylvania
$583K – – –
WA1
2102
Wimmer Associates 1
California
$583K – – –
CANC
2103
Culbertson A N & Co
Virginia
$582K – – –
WA
2104
WESPAC Advisors
California
$579K -$125K -280 -18%
UWM
2105
USAdvisors Wealth Management
Minnesota
$579K +$11.6K +26 +2%
NW
2106
NewEdge Wealth
Pennsylvania
$578K -$2.22M -4,967 -80%
TNA
2107
True North Advisors
Texas
$578K -$41.6K -93 -7%
SDWIA
2108
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$578K +$20.1K +45 +4%
CWAG
2109
Compton Wealth Advisory Group
Virginia
$576K – – –
IWN
2110
Independent Wealth Network
Iowa
$575K -$301K -672 -35%
RB
2111
Richmond Brothers
Michigan
$559K +$13.9K +31 +3%
TFA
2112
Triad Financial Advisors
North Carolina
$555K – – –
NWM
2113
NEIRG Wealth Management
Massachusetts
$551K – – –
HDIM
2114
Hanson & Doremus Investment Management
Vermont
$550K -$31.3K -70 -5%
OHIS
2115
Oak Harvest Investment Services
Texas
$550K +$90.3K +202 +20%
BWM
2116
BlackDiamond Wealth Management
New York
$549K +$165K +370 +44%
MLL
2117
Moody Lynn & Lieberson
Massachusetts
$546K – – –
BB
2118
Bell Bank
North Dakota
$545K -$49.2K -110 -8%
HCM
2119
HMS Capital Management
Tennessee
$545K – – –
SIA
2120
Strategic Investment Advisors
Michigan
$545K +$1.79K +4 +0.3%
HGWM
2121
Horst & Graben Wealth Management
Oregon
$545K +$251K +561 +88%
FAM
2122
Fenimore Asset Management
New York
$544K – – –
ZIG
2123
Zurich Insurance Group
Switzerland
$544K – – –
ACM
2124
Advance Capital Management
Michigan
$543K +$21K +47 +4%
BMD
2125
Better Money Decisions
New Mexico
$542K -$447 -1 -0.1%
83 84
85
86 87