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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
2301
Oregon Pacific Wealth Management
Oregon
$2.6M +$596K +818 +31%
SPWM
2302
Schrum Private Wealth Management
Florida
$2.6M +$73.5K +101 +3%
SCA
2303
Scott Capital Advisors
Oregon
$2.59M +$5.1K +7 +0.2%
FAI
2304
Fiduciary Advisors Inc
Missouri
$2.59M -$42.2K -58 -2%
RFP
2305
Root Financial Partners
California
$2.59M +$80.1K +110 +3%
FS
2306
Financial Symmetry
North Carolina
$2.58M +$728 +1 +0%
WI
2307
Wedgewood Investors
Pennsylvania
$2.58M -$75K -103 -3%
WCM
2308
Weik Capital Management
Pennsylvania
$2.58M +$3.64K +5 +0.1%
TWM
2309
Tradition Wealth Management
Minnesota
$2.58M -$9.47K -13 -0.4%
DT
2310
DV Trading
Illinois
$2.57M +$620K +851 +33%
GJIA
2311
Glass Jacobson Investment Advisors
Maryland
$2.57M -$21.8K -30 -0.9%
FF
2312
Francis Financial
$2.57M -$158K -217 -6%
KAM
2313
KEB Asset Management
Illinois
$2.56M +$272K +373 +12%
OCA
2314
Odyssey Capital Advisors
Pennsylvania
$2.55M -$207K -284 -8%
SW
2315
SlateStone Wealth
Florida
$2.55M +$85.9K +118 +4%
HFM
2316
Hartford Funds Management
Pennsylvania
$2.54M -$222K -305 -8%
QA
2317
Quattro Advisors
Pennsylvania
$2.54M +$43K +59 +2%
AAM
2318
Austin Asset Management
Texas
$2.54M +$291K +399 +13%
SEP
2319
Signature Equity Partners
Ohio
$2.53M +$203K +279 +9%
EWM
2320
Evolution Wealth Management
Florida
$2.52M +$29.9K +41 +1%
PFW
2321
Petros Family Wealth
Minnesota
$2.52M +$141K +193 +6%
PFM
2322
Peak Financial Management
Massachusetts
$2.52M -$24K -33 -1%
AFW
2323
Avantra Family Wealth
Pennsylvania
$2.52M +$763K +1,048 +45%
GSIAS
2324
Garden State Investment Advisory Services
New Jersey
$2.51M -$119K -164 -5%
DF
2325
Downshift Financial
Colorado
$2.5M +$5.83K +8 +0.2%
91 92
93
94 95