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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
2126
Highline Wealth Partners
California
$1.26M +$11.5K +23 +1%
R
2127
Rebalance
California
$1.25M +$19K +38 +2%
HP
2128
Hyperion Partners
Pennsylvania
$1.25M +$94.1K +188 +9%
SFA
2129
Seneca Financial Advisors
New York
$1.25M +$1.5K +3 +0.1%
HFS
2130
HBC Financial Services
Washington
$1.25M – – –
CSIA
2131
Charles Schwab Investment Advisory
California
$1.25M -$111K -222 -9%
E
2132
ETFidea
New York
$1.24M +$105K +210 +10%
OS
2133
Objectivity Squared
South Carolina
$1.24M +$18.5K +37 +2%
EA
2134
Eudaimonia Advisors
Tennessee
$1.24M +$90.6K +181 +8%
TWM
2135
Tradition Wealth Management
Minnesota
$1.24M +$288K +575 +32%
NL
2136
Navalign LLC
California
$1.23M -$438K -875 -27%
FMI
2137
Fiduciary Management Inc
Wisconsin
$1.23M -$8.72M -17,432 -88%
W
2138
Wealthquest
Ohio
$1.23M -$274K -548 -19%
ILI
2139
Invesco LLC (Illinois)
Illinois
$1.23M +$51.5K +103 +5%
FVCM
2140
F&V Capital Management
Florida
$1.22M – – –
VCAM
2141
Van Cleef Asset Management
Ohio
$1.22M +$1.16M +2,328 New
LHWM
2142
Lake Hills Wealth Management
Texas
$1.22M – – –
CAL
2143
Capital Advisors Ltd
Ohio
$1.22M – – –
WTA
2144
Washington Trust Advisors
Massachusetts
$1.21M -$118K -236 -9%
PGWM
2145
Pitti Group Wealth Management
New York
$1.21M -$23.5K -47 -2%
CF
2146
Clarity Financial
Texas
$1.21M +$1.15M +2,300 New
SCM
2147
Seascape Capital Management
New Hampshire
$1.21M -$19K -38 -2%
AWMS
2148
Advocacy Wealth Management Services
Georgia
$1.2M +$30.5K +61 +3%
PMG
2149
ProVise Management Group
Florida
$1.19M -$1.15M -2,302 -50%
SW
2150
SlateStone Wealth
Florida
$1.19M +$242K +483 +27%
84 85
86
87 88