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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2301
Parcion Private Wealth
Washington
$852K +$54K +108 +7%
DA
2302
Drake & Associates
Wisconsin
$848K +$178K +355 +28%
PWP
2303
Perfromance Wealth Partners
Illinois
$847K -$226K -451 -22%
MWM
2304
Meritas Wealth Management
California
$847K +$2.5K +5 +0.3%
CA
2305
Calton & Associates
Florida
$844K +$2.5K +5 +0.3%
TVAMP
2306
Tennessee Valley Asset Management Partners
Tennessee
$844K -$1.31M -2,625 -62%
SFP
2307
Sandbox Financial Partners
Maryland
$843K +$5.5K +11 +0.7%
APW
2308
Aurora Private Wealth
New Jersey
$843K +$1K +2 +0.1%
BEI
2309
Benjamin Edwards Inc
Missouri
$843K +$6K +12 +0.8%
MHWM
2310
Montz Harcus Wealth Management
Louisiana
$842K -$10K -20 -1%
CI
2311
Ceera Investments
Texas
$838K +$174K +347 +28%
CANC
2312
Culbertson A N & Co
Virginia
$836K -$25K -50 -3%
WKWM
2313
Walter & Keenan Wealth Management
Indiana
$836K +$103K +206 +15%
AFG
2314
Altiora Financial Group
Ohio
$835K – – –
PF
2315
Penney Financial
Texas
$833K -$10K -20 -1%
MIAS
2316
Mason Investment Advisory Services
Virginia
$832K +$2K +4 +0.3%
SP
2317
Sequent Planning
Nebraska
$824K +$784K +1,567 New
FW
2318
FirstPurpose Wealth
Utah
$824K +$7K +14 +0.9%
MWA
2319
MN Wealth Advisors
Kansas
$820K -$22.5K -45 -3%
CCG
2320
Ceeto Capital Group
Florida
$818K – – –
RAM
2321
Ramirez Asset Management
New York
$818K – – –
AHIA
2322
Andrew Hill Investment Advisors
Florida
$817K +$58K +116 +8%
FBT
2323
First Bank & Trust
South Dakota
$815K +$62.5K +125 +9%
FRA
2324
Front Row Advisors
California
$815K +$181K +361 +30%
CCT
2325
Capital City Trust
Florida
$812K – – –
91 92
93
94 95