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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
2251
Osborne Partners Capital Management
California
$1.92M -$16.1K -25 -0.9%
MAWA
2252
Moss Adams Wealth Advisors
Washington
$1.91M +$47K +73 +3%
BCMLT
2253
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.9M -$177K -275 -9%
PL
2254
Plancorp LLC
Missouri
$1.9M -$1.15M -1,782 -39%
DWA
2255
Delap Wealth Advisory
Oregon
$1.9M – – –
BOPW
2256
Brandywine Oak Private Wealth
Pennsylvania
$1.9M +$2.58K +4 +0.1%
FMI
2257
F/M Investments
District of Columbia
$1.89M -$531K -824 -23%
R
2258
Rebalance
California
$1.88M +$5.8K +9 +0.3%
IWA
2259
Inspirion Wealth Advisors
Illinois
$1.88M +$468K +727 +29%
HIM
2260
Hanlon Investment Management
New Jersey
$1.87M +$196K +305 +12%
JWS
2261
Juncture Wealth Strategies
Arizona
$1.87M +$48.9K +76 +3%
BMWM
2262
Brown Miller Wealth Management
Virginia
$1.86M -$14.8K -23 -0.8%
FCT
2263
First Community Trust
Iowa
$1.86M – – –
CAL
2264
Capital Advisors Ltd
Ohio
$1.86M -$30.9K -48 -2%
SFC
2265
Strategic Financial Concepts
Texas
$1.86M -$817K -1,268 -31%
NCM
2266
Northwest Capital Management
Oregon
$1.86M -$834K -1,295 -32%
MIA
2267
MMBG Investment Advisors
Florida
$1.86M -$96.6K -150 -5%
FA
2268
Financial Advisors
Massachusetts
$1.85M – – –
DWP
2269
Destiny Wealth Partners
Florida
$1.85M +$326K +506 +22%
VAMG
2270
Voisard Asset Management Group
Michigan
$1.85M -$33.5K -52 -2%
AAM
2271
Austin Asset Management
Texas
$1.85M – – –
LAM
2272
Lakewood Asset Management
Illinois
$1.84M +$30.3K +47 +2%
ICM
2273
Islay Capital Management
Texas
$1.83M +$5.8K +9 +0.3%
EPAM
2274
Evelyn Partners Asset Management
$1.83M +$1.31M +2,038 +291%
LA
2275
LM Advisors
California
$1.83M – – –
89 90
91
92 93