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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
R
2251
Rebalance
California
$1.74M +$5.17K +9 +0.3%
RBC
2252
Roble Belko & Company
Pennsylvania
$1.73M – – –
TCBWMS
2253
Texas Capital Bank Wealth Management Services
Texas
$1.73M -$28.7K -50 -2%
FCT
2254
First Community Trust
Iowa
$1.73M – – –
MCM
2255
McRae Capital Management
New Jersey
$1.73M -$231K -402 -13%
MAWA
2256
Moss Adams Wealth Advisors
Washington
$1.73M -$210K -365 -12%
FA
2257
Financial Advisors
Massachusetts
$1.72M -$15.5K -27 -1%
EBT
2258
Enterprise Bank & Trust
Massachusetts
$1.72M -$2.65M -4,609 -63%
DCM
2259
Donaldson Capital Management
Indiana
$1.72M -$32.7K -57 -2%
DJSG
2260
D.J. St. Germain
Massachusetts
$1.71M -$451K -786 -22%
AAM
2261
Austin Asset Management
Texas
$1.71M -$8.04K -14 -0.5%
EP
2262
EPIQ Partners
Minnesota
$1.71M +$56.3K +98 +4%
BWA
2263
Bordeaux Wealth Advisors
California
$1.7M -$121K -210 -7%
NWA
2264
Navis Wealth Advisors
New York
$1.7M +$1.06M +1,847 +207%
LA
2265
LM Advisors
California
$1.7M -$17.2K -30 -1%
FGWP
2266
Founders Grove Wealth Partners
Virginia
$1.7M -$24.1K -42 -2%
ICM
2267
Islay Capital Management
Texas
$1.7M -$466K -811 -23%
1CP
2268
17 Capital Partners
Arizona
$1.69M +$8.61K +15 +0.6%
FA
2269
Faithward Advisors
Pennsylvania
$1.69M -$3.44K -6 -0.2%
KPP
2270
Kings Path Partners
Texas
$1.69M +$4.02K +7 +0.3%
JWS
2271
Juncture Wealth Strategies
Arizona
$1.68M -$1.15K -2 -0.1%
AFG
2272
Altiora Financial Group
Ohio
$1.68M +$80.4K +140 +5%
HFAS
2273
Hummer Financial Advisory Services
Illinois
$1.68M +$336K +585 +28%
LAM
2274
Lakewood Asset Management
Illinois
$1.67M +$68.9K +120 +5%
ECM
2275
Exchange Capital Management
Michigan
$1.67M -$172K -299 -10%
89 90
91
92 93