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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AHIA
2326
Andrew Hill Investment Advisors
Florida
$687K +$644K +1,438 New
MWA
2327
Monograph Wealth Advisors
California
$686K – – –
IFO
2328
Independent Family Office
New York
$685K – – –
CWM
2329
Chemistry Wealth Management
New York
$684K -$7.16K -16 -1%
FBT
2330
First Bank & Trust
South Dakota
$681K -$184K -412 -22%
1CP
2331
17 Capital Partners
Arizona
$681K +$638K +1,425 New
FF
2332
Financial Futures
New Jersey
$680K -$21.9K -49 -3%
HCM
2333
Howland Capital Management
Massachusetts
$679K -$31.8K -71 -5%
BW
2334
Bison Wealth
Georgia
$678K +$75.6K +169 +14%
MAM
2335
McLean Asset Management
Virginia
$677K +$272K +607 +73%
HCM
2336
Hudson Capital Management
New Jersey
$675K – – –
IWA
2337
Invera Wealth Advisors
Oregon
$673K +$631K +1,410 New
DFA
2338
Delta Financial Advisors
Louisiana
$670K +$4.03K +9 +0.6%
IWS
2339
Insight Wealth Strategies
California
$670K +$20.6K +46 +3%
LMKC
2340
L.M. Kohn & Company
Ohio
$669K +$4.92K +11 +0.8%
GC
2341
Gibson Capital
Pennsylvania
$667K – – –
MHB
2342
Midwest Heritage Bank
Iowa
$666K – – –
AA
2343
Apriem Advisors
California
$665K +$624K +1,393 New
SPWG
2344
Sage Private Wealth Group
Illinois
$664K +$622K +1,389 New
BP
2345
BCK Partners
New York
$663K -$19.7K -44 -3%
KAH
2346
Kathryn A. Hall
$662K – – –
WKWM
2347
Walter & Keenan Wealth Management
Indiana
$661K – – –
BSI
2348
Bennett Selby Investments
Maine
$660K -$285K -637 -32%
PA
2349
Prism Advisors
California
$660K – – –
LWMT
2350
Legacy Wealth Management (Tennessee)
Tennessee
$659K +$26.9K +60 +5%
92 93
94
95 96