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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
2151
Prepared Retirement Institute
Pennsylvania
$1.46M +$8.34K +15 +0.6%
EM
2152
Excalibur Management
Massachusetts
$1.45M – – –
DWM
2153
Diversify Wealth Management
Utah
$1.45M -$127K -228 -8%
JSSH
2154
J. Safra Sarasin Holding
$1.45M +$25K +45 +2%
APWA
2155
Atlas Private Wealth Advisors
New Jersey
$1.45M -$58.9K -106 -4%
TH
2156
Team Hewins
California
$1.45M +$359K +646 +35%
PP
2157
Patron Partners
Texas
$1.45M -$140K -251 -9%
WW
2158
Waterfront Wealth
Kansas
$1.44M +$355K +639 +35%
BP
2159
BNP Paribas
France
$1.44M +$133K +239 +11%
CP
2160
Canopy Partners
Ohio
$1.44M -$100K -180 -7%
TFA
2161
Toth Financial Advisory
Virginia
$1.43M +$84K +151 +6%
AT
2162
American Trust
Kentucky
$1.43M -$153K -276 -10%
MSWM
2163
McGlone Suttner Wealth Management
Wisconsin
$1.43M -$211K -379 -13%
R
2164
Rebalance
California
$1.42M +$106K +191 +8%
WGC
2165
Watts Gwilliam & Co
Arizona
$1.42M +$1.37M +2,466 New
LRWA
2166
Long Run Wealth Advisors
New York
$1.42M +$217K +391 +19%
AAM
2167
Austin Asset Management
Texas
$1.42M -$29.5K -53 -2%
NOI
2168
Newton One Investments
Delaware
$1.42M +$2.22K +4 +0.2%
EGWAG
2169
Elwood & Goetz Wealth Advisory Group
Georgia
$1.42M -$10K -18 -0.7%
BWL
2170
Bogart Wealth LLC
Virginia
$1.41M +$27.8K +50 +2%
GA
2171
Greenspring Advisors
Maryland
$1.41M -$21.1K -38 -2%
CWM
2172
CIBC World Markets
New York
$1.41M -$845K -1,520 -38%
CNB
2173
Camden National Bank
Maine
$1.4M -$81.7K -147 -6%
NCM
2174
NCM Capital Management
New Jersey
$1.4M +$254K +456 +23%
LWCFA
2175
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.4M +$433K +779 +48%
85 86
87
88 89