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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
2176
STAR Financial Bank
Indiana
$537K -$4.01K -10 -0.8%
MFG
2177
Monte Financial Group
Connecticut
$535K +$12.4K +31 +2%
JF
2178
Joule Financial
Kentucky
$534K +$10.4K +26 +2%
FW
2179
FirstPurpose Wealth
Utah
$534K +$31.3K +78 +6%
RIP
2180
RAM Investment Partners
Washington
$533K -$18K -45 -3%
BWP
2181
Balboa Wealth Partners
Arizona
$532K +$47.3K +118 +10%
AWM
2182
Accurate Wealth Management
Florida
$530K +$117K +292 +29%
CCT
2183
Capital City Trust
Florida
$529K -$23.3K -58 -4%
CIP
2184
Chartwell Investment Partners
Pennsylvania
$529K – – –
WA1
2185
Wimmer Associates 1
California
$529K – – –
FWA
2186
FSC Wealth Advisors
New York
$528K +$173K +432 +51%
CCA
2187
Conservest Capital Advisors
Pennsylvania
$527K +$514K +1,282 New
WA
2188
Wambolt & Associates
Colorado
$524K -$18.4K -46 -3%
PWP
2189
Principle Wealth Partners
Connecticut
$524K – – –
OIM
2190
Opus Investment Management
Massachusetts
$522K – – –
CWAG
2191
Compton Wealth Advisory Group
Virginia
$522K – – –
KCFA
2192
Key Client Fiduciary Advisors
New Jersey
$521K +$45.7K +114 +10%
TIM
2193
Tevis Investment Management
Texas
$520K +$197K +491 +64%
DA
2194
Drake & Associates
Wisconsin
$517K – – –
RRCM
2195
Rappaport Reiches Capital Management
Illinois
$517K -$10K -25 -2%
AW
2196
Avion Wealth
Texas
$516K +$401 +1 +0.1%
TW
2197
TrinityPoint Wealth
Connecticut
$516K +$2K +5 +0.4%
VRM
2198
Vectors Research Management
New York
$515K -$121K -301 -19%
VCM
2199
Violich Capital Management
California
$515K – – –
LA
2200
LVW Advisors
New York
$512K +$4.81K +12 +1%
86 87
88
89 90