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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2126
Peak Financial Management
Massachusetts
$2.36M -$149K -231 -6%
CFO
2127
Collective Family Office
Pennsylvania
$2.35M – – –
MSWM
2128
McGlone Suttner Wealth Management
Wisconsin
$2.34M +$28.3K +44 +1%
MCM
2129
Maple Capital Management
Vermont
$2.34M +$7.08K +11 +0.3%
PP
2130
Pacifica Partners
Canada
$2.33M +$61.2K +95 +3%
LOPW
2131
Live Oak Private Wealth
North Carolina
$2.33M -$1.93K -3 -0.1%
ACP
2132
Aviance Capital Partners
Florida
$2.32M +$151K +235 +7%
PA
2133
Pineridge Advisors
Missouri
$2.31M -$652K -1,013 -23%
RA
2134
Riversedge Advisors
Delaware
$2.31M -$21.9K -34 -1%
DP
2135
Denver PWM
Colorado
$2.31M – – –
DJSG
2136
D.J. St. Germain
Massachusetts
$2.31M +$441K +685 +25%
GFL
2137
Granite FO LLC
New Hampshire
$2.28M – – –
TWM
2138
Tradition Wealth Management
Minnesota
$2.28M +$54.1K +84 +3%
TVAMP
2139
Tennessee Valley Asset Management Partners
Tennessee
$2.27M +$2.19M +3,395 New
CB
2140
Cadence Bank
Mississippi
$2.27M -$337K -524 -13%
WRPWM
2141
Werba Rubin Papier Wealth Management
California
$2.27M -$19.3K -30 -0.9%
MA
2142
MJP Associates
Connecticut
$2.26M +$193K +300 +10%
APW
2143
Atlantic Private Wealth
North Carolina
$2.26M +$308K +479 +17%
NFP
2144
Narus Financial Partners
Utah
$2.26M +$162K +251 +8%
SIMG
2145
Sonora Investment Management Group
Arizona
$2.26M -$287K -445 -12%
OSNBOA
2146
Old Second National Bank of Aurora
Illinois
$2.26M – – –
HWA
2147
HHM Wealth Advisors
Tennessee
$2.25M -$148K -230 -6%
BWP
2148
Burling Wealth Partners
Illinois
$2.25M +$38K +59 +2%
CV
2149
Counterweight Ventures
North Carolina
$2.25M -$596K -925 -22%
LWCFA
2150
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.24M +$35.4K +55 +2%
84 85
86
87 88