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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
2276
Crossmark Global Holdings
Texas
$489K -$221K -524 -33%
SDWIA
2277
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$489K -$41.3K -98 -8%
LRPA
2278
L. Roy Papp & Associates
Arizona
$484K +$11.8K +28 +3%
MP
2279
McDonald Partners
Ohio
$483K – – –
FWM
2280
Finer Wealth Management
Massachusetts
$482K +$51.4K +122 +13%
HDIM
2281
Hanson & Doremus Investment Management
Vermont
$482K – – –
HA
2282
Hofer & Associates
California
$480K -$47.6K -113 -9%
FNBOMD
2283
First National Bank of Mount Dora
Florida
$480K +$24.9K +59 +6%
EVM
2284
Evelyn V. Moreno
$479K – – –
GC
2285
Guidance Capital
Kentucky
$479K +$450K +1,068 New
WA
2286
Wambolt & Associates
Colorado
$477K -$85.1K -202 -16%
DAM
2287
Delta Asset Management
Tennessee
$476K – – –
NRG
2288
Nemes Rush Group
Michigan
$476K +$450K +1,068 New
KFS
2289
Kaizen Financial Strategies
California
$476K +$37.1K +88 +9%
HPIA
2290
Hamilton Point Investment Advisors
North Carolina
$476K – – –
PIA
2291
Pinion Investment Advisors
Kansas
$474K +$448K +1,064 New
PFA
2292
Pathway Financial Advisors
Vermont
$473K – – –
TA
2293
TruWealth Advisors
Louisiana
$471K +$35.4K +84 +9%
IA
2294
Inspire Advisors
Idaho
$471K -$64.1K -152 -13%
ZIG
2295
Zuckerman Investment Group
Illinois
$468K +$112K +266 +34%
GWSG
2296
GPS Wealth Strategies Group
Colorado
$468K +$94.4K +224 +27%
ST
2297
Spinnaker Trust
Maine
$467K – – –
ETIA
2298
Epic Trust Investment Advisors
Washington
$464K – – –
BCMO
2299
Buckingham Capital Management (Ohio)
Ohio
$462K -$119K -282 -21%
FA
2300
Fermata Advisors
California
$462K -$11M -26,131 -96%
90 91
92
93 94