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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
2326
Francis Financial
$2.57M -$158K -217 -6%
KAM
2327
KEB Asset Management
Illinois
$2.56M +$272K +373 +12%
OCA
2328
Odyssey Capital Advisors
Pennsylvania
$2.55M -$207K -284 -8%
SW
2329
SlateStone Wealth
Florida
$2.55M +$85.9K +118 +4%
HFM
2330
Hartford Funds Management
Pennsylvania
$2.54M -$222K -305 -8%
QA
2331
Quattro Advisors
Pennsylvania
$2.54M +$43K +59 +2%
AAM
2332
Austin Asset Management
Texas
$2.54M +$291K +399 +13%
SEP
2333
Signature Equity Partners
Ohio
$2.53M +$203K +279 +9%
EWM
2334
Evolution Wealth Management
Florida
$2.52M +$29.9K +41 +1%
PFW
2335
Petros Family Wealth
Minnesota
$2.52M +$141K +193 +6%
PFM
2336
Peak Financial Management
Massachusetts
$2.52M -$24K -33 -1%
AFW
2337
Avantra Family Wealth
Pennsylvania
$2.52M +$763K +1,048 +45%
GSIAS
2338
Garden State Investment Advisory Services
New Jersey
$2.51M -$119K -164 -5%
DF
2339
Downshift Financial
Colorado
$2.5M +$5.83K +8 +0.2%
VST
2340
Van Strum & Towne
California
$2.5M -$13.1K -18 -0.5%
MAA
2341
Matrix Asset Advisors
New York
$2.5M +$38.6K +53 +2%
AWA
2342
ARQ Wealth Advisors
Arizona
$2.5M -$236K -324 -9%
PAW
2343
Plan A Wealth
Nebraska
$2.5M -$652K -895 -21%
BAS
2344
Breakthru Advisory Services
Wisconsin
$2.5M -$403K -553 -14%
CA
2345
Commerce Advisors
Tennessee
$2.49M -$42.2K -58 -2%
NFP
2346
Narus Financial Partners
Utah
$2.48M -$58.3K -80 -2%
OSNBOA
2347
Old Second National Bank of Aurora
Illinois
$2.48M -$18.2K -25 -0.7%
CTC
2348
Corundum Trust Company
South Dakota
$2.48M – – –
AIC
2349
Archer Investment Corporation
Indiana
$2.47M +$218K +300 +10%
MA
2350
MJP Associates
Connecticut
$2.47M -$20.4K -28 -0.8%
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94
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