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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2276
Joule Financial
Kentucky
$967K – – –
BFG
2277
Bouchey Financial Group
New York
$967K +$15.2K +29 +2%
SCM
2278
Sage Capital Management
New Jersey
$966K +$1.05K +2 +0.1%
AFO
2279
Arrowroot Family Office
California
$963K -$179K -341 -16%
APIM
2280
Agate Pass Investment Management
Washington
$961K +$38.9K +74 +4%
JE
2281
JMAC Enterprises
Pennsylvania
$961K -$1.05K -2 -0.1%
OWA
2282
Opal Wealth Advisors
New York
$959K -$253K -481 -22%
CBB
2283
Citizens Business Bank
California
$958K – – –
TAM
2284
Tocqueville Asset Management
New York
$956K -$227K -432 -20%
PCMC
2285
Private Capital Management (Colorado)
Colorado
$952K -$634K -1,206 -41%
WAOTB
2286
Wealth Advisors of Tampa Bay
Florida
$950K – – –
LJAC
2287
L.J. Altfest & Co
New York
$948K +$251K +478 +38%
ST
2288
Spinnaker Trust
Maine
$946K +$311K +592 +52%
AWMS
2289
Advocacy Wealth Management Services
Georgia
$945K -$290K -551 -24%
NL
2290
Navalign LLC
California
$944K -$327K -622 -27%
KWM
2291
Kolinsky Wealth Management
New Jersey
$943K -$697K -1,326 -43%
FWP
2292
Falcon Wealth Planning
California
$943K +$45.7K +87 +5%
RZH
2293
Relyea Zuckerberg Hanson
Connecticut
$942K +$44.7K +85 +5%
CAAS
2294
Capital Asset Advisory Services
Michigan
$938K -$486K -925 -36%
AIS
2295
American Investment Services
Massachusetts
$936K -$41.5K -79 -4%
TCCM
2296
Timber Creek Capital Management
Massachusetts
$934K – – –
AP
2297
Adero Partners
California
$932K -$186K -353 -17%
GL
2298
Gerber LLC
Ohio
$931K +$526 +1 +0.1%
IWS
2299
Insight Wealth Strategies
California
$930K +$119K +226 +15%
WIM
2300
Waverton Investment Management
United Kingdom
$927K – – –
90 91
92
93 94