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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
2301
San Luis Wealth Advisors
California
$335K +$314K +703 New
SKK
2302
Shepherd Kaplan Krochuk
Massachusetts
$332K – – –
GCP
2303
Gill Capital Partners
Colorado
$332K +$10.3K +23 +3%
JWBC
2304
J.W. Burns & Co
New York
$331K – – –
TCOK
2305
Trust Company of Kansas
Kansas
$331K +$326K +730 New
BIA
2306
Biondo Investment Advisors
Pennsylvania
$329K -$84.5K -189 -21%
WTFG
2307
Wells Trecaso Financial Group
Ohio
$329K -$4.47K -10 -1%
TNAM
2308
Terra Nova Asset Management
New York
$328K +$894 +2 +0.3%
TSW
2309
Thompson Siegel & Walmsley
Virginia
$327K +$313K +699 +3,177%
RE
2310
RBC Europe
United Kingdom
$326K – – –
DIA
2311
Dana Investment Advisors
Wisconsin
$325K -$894 -2 -0.3%
AP
2312
Atwood & Palmer
Missouri
$324K – – –
C1AG
2313
Client 1st Advisory Group
Florida
$323K +$319K +713 New
NL
2314
Navalign LLC
California
$321K -$414K -926 -55%
AIA
2315
Alera Investment Advisors
Illinois
$321K – – –
DAC
2316
Dividend Assets Capital
South Carolina
$320K – – –
RIM
2317
Regent Investment Management
Kentucky
$319K – – –
SMI
2318
Shelter Mutual Insurance
Missouri
$318K – – –
GTCM
2319
Gyon Technologies Capital Management
New Jersey
$318K +$314K +701 New
RG
2320
Rathbones Group
United Kingdom
$317K -$984K -2,200 -76%
PRWA
2321
Platte River Wealth Advisors
Colorado
$314K – – –
ANBT
2322
American National Bank & Trust
Texas
$313K -$21.5K -48 -6%
AIC
2323
Argus Investors Counsel
New York
$313K – – –
WH
2324
Willner & Heller
California
$312K +$9.84K +22 +3%
HWA
2325
Hilltop Wealth Advisors
North Carolina
$311K -$35.3K -79 -10%
91 92
93
94 95