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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
2326
Independent Family Office
New York
$685K – – –
CWM
2327
Chemistry Wealth Management
New York
$684K -$7.16K -16 -1%
FBT
2328
First Bank & Trust
South Dakota
$681K -$184K -412 -22%
1CP
2329
17 Capital Partners
Arizona
$681K +$638K +1,425 New
FF
2330
Financial Futures
New Jersey
$680K -$21.9K -49 -3%
HCM
2331
Howland Capital Management
Massachusetts
$679K -$31.8K -71 -5%
BW
2332
Bison Wealth
Georgia
$678K +$75.6K +169 +14%
MAM
2333
McLean Asset Management
Virginia
$677K +$272K +607 +73%
HCM
2334
Hudson Capital Management
New Jersey
$675K – – –
IWA
2335
Invera Wealth Advisors
Oregon
$673K +$631K +1,410 New
DFA
2336
Delta Financial Advisors
Louisiana
$670K +$4.03K +9 +0.6%
IWS
2337
Insight Wealth Strategies
California
$670K +$20.6K +46 +3%
LMKC
2338
L.M. Kohn & Company
Ohio
$669K +$4.92K +11 +0.8%
GC
2339
Gibson Capital
Pennsylvania
$667K – – –
MHB
2340
Midwest Heritage Bank
Iowa
$666K – – –
AA
2341
Apriem Advisors
California
$665K +$624K +1,393 New
SPWG
2342
Sage Private Wealth Group
Illinois
$664K +$622K +1,389 New
BP
2343
BCK Partners
New York
$663K -$19.7K -44 -3%
KAH
2344
Kathryn A. Hall
$662K – – –
WKWM
2345
Walter & Keenan Wealth Management
Indiana
$661K – – –
BSI
2346
Bennett Selby Investments
Maine
$660K -$285K -637 -32%
PA
2347
Prism Advisors
California
$660K – – –
LWMT
2348
Legacy Wealth Management (Tennessee)
Tennessee
$659K +$26.9K +60 +5%
PWM
2349
Prosperity Wealth Management
California
$658K -$328K -732 -35%
EMAM
2350
Encompass More Asset Management
California
$658K +$617K +1,378 New
92 93
94
95 96