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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2301
DDD Partners
Washington
$1.45M +$8.86K +15 +0.6%
LAM
2302
Lakewood Asset Management
Illinois
$1.45M – – –
TNA
2303
True North Advisors
Texas
$1.45M +$1.52M +2,572 New
AFG
2304
Altiora Financial Group
Ohio
$1.44M – – –
LC
2305
LCNB Corp
Ohio
$1.44M +$17.1K +29 +1%
MBTD
2306
Mechanics Bank - Trust Department
California
$1.44M -$17.7K -30 -1%
TLA
2307
Tanglewood Legacy Advisors
Texas
$1.42M -$21.8K -37 -1%
EIM
2308
Ervin Investment Management
Washington
$1.42M -$56.1K -95 -4%
ML
2309
Mayport LLC
Massachusetts
$1.42M +$10.6K +18 +0.7%
TH
2310
Team Hewins
California
$1.41M – – –
VCP
2311
Vista Capital Partners
Oregon
$1.41M -$231K -391 -13%
PWM
2312
PBMares Wealth Management
Virginia
$1.41M -$463K -784 -24%
PA
2313
Parkside Advisors
California
$1.4M – – –
SBIA
2314
Sheaff Brock Investment Advisors
Indiana
$1.39M +$583K +988 +66%
FNWA
2315
Financial Network Wealth Advisors
Utah
$1.39M +$725K +1,227 +98%
PSC
2316
Prentiss Smith & Co
Vermont
$1.39M +$50.8K +86 +4%
RFG
2317
Range Financial Group
Oregon
$1.39M -$11.8K -20 -0.8%
CPSC
2318
Carl P. Sherr & Co
Massachusetts
$1.39M – – –
GWM
2319
Gibbs Wealth Management
Georgia
$1.39M +$151K +255 +12%
JSSH
2320
J. Safra Sarasin Holding
$1.38M – – –
KFC
2321
Klingenstein Fields & Co
New York
$1.38M +$215K +364 +17%
IPW
2322
Impact Partnership Wealth
Georgia
$1.37M -$61.4K -104 -4%
FMI
2323
F/M Investments
District of Columbia
$1.37M +$472K +800 +43%
NLWP
2324
Next Level Wealth Planning
Idaho
$1.37M +$87.4K +148 +6%
SIC
2325
Samalin Investment Counsel
New York
$1.36M +$77.9K +132 +6%
91 92
93
94 95