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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
2326
Silver Oak Advisory Group
Oregon
$455K -$99.3K -222 -17%
KFS
2327
Kaizen Financial Strategies
California
$454K -$1.34K -3 -0.3%
TAM
2328
Townsend Asset Management
North Carolina
$453K -$18.8K -42 -4%
TWM
2329
Tanager Wealth Management
United Kingdom
$450K +$46.5K +104 +11%
SMA
2330
Seven Mile Advisory
New Jersey
$447K +$466K +1,041 New
RWM
2331
Rockwood Wealth Management
Pennsylvania
$446K -$31.8K -71 -6%
UBV
2332
United Bank (Virginia)
Virginia
$441K – – –
MLL
2333
Moody Lynn & Lieberson
Massachusetts
$439K – – –
EB
2334
Eastern Bank
Massachusetts
$439K +$9.84K +22 +2%
GDP
2335
Great Diamond Partners
Maine
$437K +$455K +1,018 New
TNA
2336
True North Advisors
Texas
$437K +$33.5K +75 +8%
MCM
2337
Morton Capital Management
California
$435K – – –
CRWM
2338
Castle Rock Wealth Management
California
$434K +$111K +248 +33%
CSB
2339
City State Bank
Iowa
$434K – – –
AWM
2340
Austin Wealth Management
Texas
$433K +$424K +947 New
CG
2341
Cutler Group
California
$433K -$7.16K -16 -2%
HAIM
2342
Hunter Associates Investment Management
Pennsylvania
$433K +$451K +1,009 New
MA
2343
Mezzasalma Advisors
New Jersey
$431K -$5.37K -12 -1%
CWM
2344
Chesapeake Wealth Management
Virginia
$431K +$197K +441 +78%
TCM
2345
Tandem Capital Management
New Jersey
$429K +$4.47K +10 +1%
SDWIA
2346
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$428K -$44.7K -100 -9%
FNBSF
2347
First National Bank Sioux Falls
South Dakota
$427K – – –
OHWP
2348
Oak Harbor Wealth Partners
North Carolina
$426K -$201K -450 -31%
UWM
2349
USAdvisors Wealth Management
Minnesota
$426K +$38K +85 +9%
NW
2350
Naviter Wealth
Arkansas
$425K -$11.6K -26 -3%
92 93
94
95 96