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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
2301
Terra Nova Asset Management
New York
$275K +$823 +2 +0.3%
TA
2302
TruWealth Advisors
Louisiana
$274K +$59.6K +145 +25%
TSW
2303
Thompson Siegel & Walmsley
Virginia
$273K – – –
LB
2304
Leo Brokerage
Texas
$272K -$2.64M -6,419 -90%
RE
2305
RBC Europe
United Kingdom
$272K – – –
CMP
2306
Coston McIsaac & Partners
Maine
$272K +$295K +717 New
AP
2307
Atwood & Palmer
Missouri
$271K – – –
KFS
2308
Kaizen Financial Strategies
California
$271K +$20.6K +50 +8%
WH
2309
Willner & Heller
California
$271K +$24.7K +60 +9%
CAM
2310
Columbia Asset Management
Michigan
$269K +$292K +709 New
VT
2311
Vise Technologies
New York
$268K -$243K -591 -46%
DAC
2312
Dividend Assets Capital
South Carolina
$268K – – –
RIM
2313
Regent Investment Management
Kentucky
$266K – – –
BFA
2314
Bill Few Associates
Pennsylvania
$265K -$90.9K -221 -24%
RG
2315
Rathbones Group
United Kingdom
$265K – – –
SMI
2316
Shelter Mutual Insurance
Missouri
$265K – – –
NC
2317
NBW Capital
Massachusetts
$265K +$51.4K +125 +22%
FEM
2318
Fulcrum Equity Management
Texas
$263K -$1.7M -4,140 -86%
PRWA
2319
Platte River Wealth Advisors
Colorado
$263K – – –
ANBT
2320
American National Bank & Trust
Texas
$262K – – –
AIC
2321
Argus Investors Counsel
New York
$261K -$411 -1 -0.1%
HWA
2322
Hilltop Wealth Advisors
North Carolina
$260K – – –
FMTCOCP
2323
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$260K +$282K +685 New
EPP
2324
ETF Portfolio Partners
Kansas
$259K +$281K +683 New
IIA
2325
IPG Investment Advisors
California
$256K -$45.2K -110 -14%
91 92
93
94 95