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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
2326
Barnes Pettey Financial Advisors
Mississippi
$378K +$14.3K +37 +4%
AAIM
2327
Asset Advisors Investment Management
Georgia
$376K -$5.4K -14 -1%
LWM
2328
Lodestone Wealth Management
Washington
$376K +$378K +979 New
AWM
2329
Aberdeen Wealth Management
Illinois
$375K – – –
MG
2330
MilWealth Group
Wisconsin
$374K – – –
HVIA
2331
Hudson Valley Investment Advisors
New York
$372K +$373K +967 New
GBWM
2332
Granite Bay Wealth Management
New Hampshire
$371K +$372K +965 New
MSR
2333
Main Street Research
Connecticut
$368K -$169K -437 -31%
FNT
2334
First Nebraska Trust
Nebraska
$368K -$10.4K -27 -3%
PEA
2335
Park Edge Advisors
Ohio
$368K +$369K +957 New
MA
2336
MAS Advisors
Florida
$367K -$439K -1,137 -54%
WA
2337
Wealthstream Advisors
New York
$366K +$3.86K +10 +1%
FNBSF
2338
First National Bank Sioux Falls
South Dakota
$363K – – –
CA
2339
Cambridge Advisors
Nebraska
$362K – – –
HP
2340
Hyperion Partners
Pennsylvania
$362K +$364K +942 New
BWM
2341
BlackDiamond Wealth Management
New York
$361K +$131K +339 +58%
SF
2342
Safeguard Financial
Wisconsin
$357K +$358K +928 New
BFS
2343
Beacon Financial Strategies
North Carolina
$355K – – –
CNBT
2344
Cornerstone National Bank & Trust
Illinois
$355K – – –
PA
2345
Paragon Advisors
Texas
$353K -$254K -659 -42%
TPW
2346
Tiller Private Wealth
Pennsylvania
$352K -$79.1K -205 -18%
ACM
2347
Altrius Capital Management
North Carolina
$351K – – –
TAM
2348
Tucker Asset Management
Colorado
$351K +$386 +1 +0.1%
TWA
2349
Talisman Wealth Advisors
New Jersey
$350K +$352K +912 New
SAM
2350
Sequent Asset Management
Texas
$349K +$351K +909 New
92 93
94
95 96