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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2301
Sterling Financial Group
California
$461K +$436K +1,035 New
GCP
2302
Gill Capital Partners
Colorado
$459K +$115K +273 +36%
UFF
2303
USA Financial Formulas
Michigan
$458K -$127K -302 -23%
UBV
2304
United Bank (Virginia)
Virginia
$457K – – –
CG
2305
Cutler Group
California
$456K -$1.56M -3,700 -78%
MLL
2306
Moody Lynn & Lieberson
Massachusetts
$456K -$75.9K -180 -15%
PFG
2307
Pinnacle Financial Group
Illinois
$455K -$83.9K -199 -16%
MA
2308
Mezzasalma Advisors
New Jersey
$453K +$85.5K +203 +25%
MCM
2309
Morton Capital Management
California
$451K -$70.8K -168 -14%
NW
2310
Naviter Wealth
Arkansas
$451K +$426K +1,012 New
CSB
2311
City State Bank
Iowa
$451K -$421 -1 -0.1%
BIA
2312
Barry Investment Advisors
Massachusetts
$450K -$45.9K -109 -10%
EB
2313
Eastern Bank
Massachusetts
$446K -$150K -356 -26%
SWK
2314
Stephen W. Kidder
$446K – – –
WA
2315
WESPAC Advisors
California
$446K +$56.5K +134 +15%
SIAG
2316
Safeguard Investment Advisory Group
California
$445K -$17.7K -42 -4%
FNBSF
2317
First National Bank Sioux Falls
South Dakota
$443K +$21.5K +51 +5%
TCM
2318
Tandem Capital Management
New Jersey
$440K – – –
GG
2319
Gleason Group
Kentucky
$440K +$194K +461 +88%
CWP
2320
CFM Wealth Partners
Texas
$440K -$3.79K -9 -0.9%
CPRC
2321
Consolidated Portfolio Review Corp
New York
$438K -$59.4K -141 -13%
AAIM
2322
Asset Advisors Investment Management
Georgia
$436K – – –
AWM
2323
Aberdeen Wealth Management
Illinois
$435K – – –
GFWA
2324
Grey Fox Wealth Advisors
Delaware
$434K -$16.9K -40 -4%
GA
2325
GoalVest Advisory
New York
$428K +$22.3K +53 +6%
91 92
93
94 95