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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2226
Chatham Capital Group
Georgia
$562K +$25.5K +57 +5%
OFS
2227
OneAscent Financial Services
Alabama
$555K +$575K +1,285 New
CWAG
2228
Compton Wealth Advisory Group
Virginia
$553K +$8.05K +18 +1%
CIP
2229
Chartwell Investment Partners
Pennsylvania
$552K – – –
KCFA
2230
Key Client Fiduciary Advisors
New Jersey
$549K +$8.95K +20 +2%
PT
2231
Plimoth Trust
Massachusetts
$549K -$35.3K -79 -6%
MAM
2232
Milestone Asset Management
Pennsylvania
$548K -$113K -252 -17%
WA1
2233
Wimmer Associates 1
California
$548K – – –
OIM
2234
Opus Investment Management
Massachusetts
$545K – – –
CFAM
2235
Coury Firm Asset Management
Pennsylvania
$544K -$293K -654 -34%
PFA
2236
Pathway Financial Advisors
Vermont
$544K +$91.7K +205 +19%
OWA
2237
Opal Wealth Advisors
New York
$542K +$564K +1,262 New
DA
2238
Drake & Associates
Wisconsin
$540K -$49.6K -111 -8%
RRCM
2239
Rappaport Reiches Capital Management
Illinois
$540K – – –
OBWP
2240
O'Brien Wealth Partners
Massachusetts
$540K +$67.5K +151 +14%
ACA
2241
Anchor Capital Advisors
Massachusetts
$539K +$562K +1,256 New
IIC
2242
Ironwood Investment Counsel
Arizona
$537K -$140K -313 -3%
VNB
2243
Virginia National Bank
Virginia
$537K -$33.5K -75 -6%
BW
2244
Bison Wealth
Georgia
$537K -$47.4K -106 -8%
CBB
2245
Citizens Business Bank
California
$537K -$112K -250 -17%
FI
2246
Financial Insights
Washington
$536K -$294K -657 -34%
TFG
2247
Tilson Financial Group
New Jersey
$531K +$553K +1,237 New
BEW
2248
Burton Enright Welch
California
$531K +$348K +778 +169%
RWS
2249
Resolute Wealth Strategies
Mississippi
$529K – – –
BWP
2250
Balboa Wealth Partners
Arizona
$529K -$5.37K -12 -1%
88 89
90
91 92