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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
2251
O'Brien Wealth Partners
Massachusetts
$455K +$34.1K +85 +8%
AWM
2252
Activest Wealth Management
Florida
$449K +$444K +1,108 New
HFS
2253
Howard Financial Services
Texas
$446K -$255K -637 -37%
MP
2254
McDonald Partners
Ohio
$445K +$35.7K +89 +9%
HDIM
2255
Hanson & Doremus Investment Management
Vermont
$444K – – –
EIA
2256
Edgemoor Investment Advisors
Maryland
$444K -$342K -853 -44%
PFG
2257
Prosperity Financial Group
California
$442K +$431K +1,076 New
EVM
2258
Evelyn V. Moreno
$442K -$2.02M -5,050 -82%
CAP
2259
Columbia Advisory Partners
Washington
$440K -$247K -615 -36%
DAM
2260
Delta Asset Management
Tennessee
$439K +$80.2K +200 +23%
HPIA
2261
Hamilton Point Investment Advisors
North Carolina
$439K +$428K +1,067 New
WMS
2262
Wealth Management Solutions
Pennsylvania
$437K -$20.8K -52 -5%
PFA
2263
Pathway Financial Advisors
Vermont
$437K – – –
UWM
2264
USAdvisors Wealth Management
Minnesota
$436K +$1.6K +4 +0.4%
LRPA
2265
L. Roy Papp & Associates
Arizona
$435K -$10.8K -27 -2%
AC
2266
Anson Capital
Georgia
$432K -$199K -497 -32%
ST
2267
Spinnaker Trust
Maine
$430K -$253K -632 -38%
FSA
2268
Financial Sense Advisors
California
$430K -$15.6K -39 -4%
TAM
2269
Townsend Asset Management
North Carolina
$429K +$12.8K +32 +3%
ETIA
2270
Epic Trust Investment Advisors
Washington
$428K -$80.6K -201 -16%
SIAG
2271
Safeguard Investment Advisory Group
California
$428K +$139K +346 +50%
LFGO
2272
Legacy Financial Group (Oklahoma)
Oklahoma
$425K – – –
ADIM
2273
Alpha DNA Investment Management
Maryland
$425K +$4.01K +10 +1%
TPA
2274
Trivium Point Advisory
Connecticut
$422K -$36.1K -90 -8%
UBV
2275
United Bank (Virginia)
Virginia
$422K – – –
89 90
91
92 93