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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
2126
FSB Premier Wealth Management
Iowa
$1.06M -$67.6K -151 -6%
AMCA
2127
Arthur M. Cohen & Associates
Illinois
$1.06M +$227K +507 +30%
PWG
2128
Private Wealth Group
Florida
$1.06M – – –
CKAIS
2129
Christensen King & Associates Investment Services
Washington
$1.06M +$993K +2,219 New
AWMS
2130
Advocacy Wealth Management Services
Georgia
$1.06M – – –
AFO
2131
Arrowroot Family Office
California
$1.05M -$56.8K -127 -5%
ODG
2132
O'Dell Group
Ohio
$1.05M +$4.03K +9 +0.4%
FWM
2133
Focused Wealth Management
New York
$1.05M +$3.58K +8 +0.4%
HP
2134
Hyperion Partners
Pennsylvania
$1.05M +$218K +486 +28%
BDFN
2135
Bond & Devick Financial Network
Minnesota
$1.04M – – –
EA
2136
Eudaimonia Advisors
Tennessee
$1.04M -$77K -172 -7%
RIM
2137
RW Investment Management
Idaho
$1.04M -$371K -828 -28%
GC
2138
Garde Capital
Washington
$1.03M -$125K -279 -11%
LRIA
2139
Leonard Rickey Investment Advisors
Washington
$1.03M -$9.4K -21 -1%
CFCI
2140
Comprehensive Financial Consultants Institutional
Indiana
$1.03M – – –
E
2141
ETFidea
New York
$1.03M +$204K +455 +27%
SWA
2142
Sightline Wealth Advisors
Connecticut
$1.03M +$8.06K +18 +0.8%
MIC
2143
Means Investment Company
Maine
$1.03M +$448 +1 +0%
SW
2144
SkyOak Wealth
Michigan
$1.02M – – –
SAM
2145
Sompo Asset Management
Japan
$1.02M +$955K +2,133 New
LC
2146
LCNB Corp
Ohio
$1.01M -$49.2K -110 -5%
DA
2147
Dash Acquisitions
California
$1.01M – – –
IBOK
2148
Independence Bank of Kentucky
Kentucky
$1.01M +$329K +736 +53%
GKIM
2149
GW&K Investment Management
Massachusetts
$1.01M +$102K +227 +12%
SRCM
2150
Signature Resources Capital Management
California
$1M +$942K +2,104 New
84 85
86
87 88