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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPH
2326
Pure Portfolios Holdings
Oregon
$1.03M +$989K +1,778 New
OWA
2327
Opal Wealth Advisors
New York
$1.02M +$9.45K +17 +1%
SCM
2328
Sage Capital Management
New Jersey
$1.02M +$556 +1 +0.1%
FWP
2329
Falcon Wealth Planning
California
$1.01M +$20K +36 +2%
JSA
2330
Jim Saulnier & Associates
Colorado
$1.01M +$975K +1,754 New
PCMC
2331
Private Capital Management (Colorado)
Colorado
$1.01M +$6.67K +12 +0.7%
CBB
2332
Citizens Business Bank
California
$1.01M – – –
JE
2333
JMAC Enterprises
Pennsylvania
$1.01M -$4.45K -8 -0.5%
TAM
2334
Tocqueville Asset Management
New York
$1M -$2.78K -5 -0.3%
NFA
2335
Northwest Financial Advisors
Virginia
$1M -$36.7K -66 -4%
IWN
2336
Independent Wealth Network
Iowa
$1M +$83.4K +150 +9%
AT
2337
Avalon Trust
New Mexico
$1M +$861K +1,548 +815%
TWM
2338
Trinity Wealth Management
Pennsylvania
$1M +$46.1K +83 +5%
FNBTCON
2339
First National Bank & Trust Co of Newtown
Pennsylvania
$998K +$137K +247 +17%
ST
2340
Spinnaker Trust
Maine
$997K – – –
BFG
2341
Bouchey Financial Group
New York
$996K -$22.8K -41 -2%
AWMS
2342
Advocacy Wealth Management Services
Georgia
$996K – – –
CCT
2343
Capital City Trust
Florida
$996K +$112K +202 +13%
AFO
2344
Arrowroot Family Office
California
$995K -$19.5K -35 -2%
RZH
2345
Relyea Zuckerberg Hanson
Connecticut
$993K – – –
CG
2346
CFO4Life Group
Texas
$985K +$414K +744 +77%
TCCM
2347
Timber Creek Capital Management
Massachusetts
$984K – – –
GL
2348
Gerber LLC
Ohio
$982K +$556 +1 +0.1%
WIM
2349
Waverton Investment Management
United Kingdom
$978K – – –
KFP
2350
Keener Financial Planning
Texas
$973K – – –
92 93
94
95 96