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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
2301
United Bank (Virginia)
Virginia
$457K – – –
CG
2302
Cutler Group
California
$456K -$1.56M -3,700 -78%
MLL
2303
Moody Lynn & Lieberson
Massachusetts
$456K -$75.9K -180 -15%
PFG
2304
Pinnacle Financial Group
Illinois
$455K -$83.9K -199 -16%
MA
2305
Mezzasalma Advisors
New Jersey
$453K +$85.5K +203 +25%
MCM
2306
Morton Capital Management
California
$451K -$70.8K -168 -14%
NW
2307
Naviter Wealth
Arkansas
$451K +$426K +1,012 New
CSB
2308
City State Bank
Iowa
$451K -$421 -1 -0.1%
BIA
2309
Barry Investment Advisors
Massachusetts
$450K -$45.9K -109 -10%
EB
2310
Eastern Bank
Massachusetts
$446K -$150K -356 -26%
SWK
2311
Stephen W. Kidder
$446K – – –
WA
2312
WESPAC Advisors
California
$446K +$56.5K +134 +15%
SIAG
2313
Safeguard Investment Advisory Group
California
$445K -$17.7K -42 -4%
FNBSF
2314
First National Bank Sioux Falls
South Dakota
$443K +$21.5K +51 +5%
TCM
2315
Tandem Capital Management
New Jersey
$440K – – –
GG
2316
Gleason Group
Kentucky
$440K +$194K +461 +88%
CWP
2317
CFM Wealth Partners
Texas
$440K -$3.79K -9 -0.9%
CPRC
2318
Consolidated Portfolio Review Corp
New York
$438K -$59.4K -141 -13%
AAIM
2319
Asset Advisors Investment Management
Georgia
$436K – – –
AWM
2320
Aberdeen Wealth Management
Illinois
$435K – – –
GFWA
2321
Grey Fox Wealth Advisors
Delaware
$434K -$16.9K -40 -4%
GA
2322
GoalVest Advisory
New York
$428K +$22.3K +53 +6%
SIC
2323
SJS Investment Consulting
Ohio
$428K +$211K +500 +109%
FNT
2324
First Nebraska Trust
Nebraska
$427K – – –
ACM
2325
Altrius Capital Management
North Carolina
$425K +$17.3K +41 +4%
91 92
93
94 95