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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2326
Axecap Investments
Ohio
$1.03M +$989K +1,779 New
CAAS
2327
Capital Asset Advisory Services
Michigan
$1.03M +$57.8K +104 +6%
PPH
2328
Pure Portfolios Holdings
Oregon
$1.03M +$989K +1,778 New
OWA
2329
Opal Wealth Advisors
New York
$1.02M +$9.45K +17 +1%
SCM
2330
Sage Capital Management
New Jersey
$1.02M +$556 +1 +0.1%
FWP
2331
Falcon Wealth Planning
California
$1.01M +$20K +36 +2%
JSA
2332
Jim Saulnier & Associates
Colorado
$1.01M +$975K +1,754 New
PCMC
2333
Private Capital Management (Colorado)
Colorado
$1.01M +$6.67K +12 +0.7%
CBB
2334
Citizens Business Bank
California
$1.01M – – –
JE
2335
JMAC Enterprises
Pennsylvania
$1.01M -$4.45K -8 -0.5%
TAM
2336
Tocqueville Asset Management
New York
$1M -$2.78K -5 -0.3%
NFA
2337
Northwest Financial Advisors
Virginia
$1M -$36.7K -66 -4%
IWN
2338
Independent Wealth Network
Iowa
$1M +$83.4K +150 +9%
AT
2339
Avalon Trust
New Mexico
$1M +$861K +1,548 +815%
TWM
2340
Trinity Wealth Management
Pennsylvania
$1M +$46.1K +83 +5%
FNBTCON
2341
First National Bank & Trust Co of Newtown
Pennsylvania
$998K +$137K +247 +17%
ST
2342
Spinnaker Trust
Maine
$997K – – –
BFG
2343
Bouchey Financial Group
New York
$996K -$22.8K -41 -2%
AWMS
2344
Advocacy Wealth Management Services
Georgia
$996K – – –
CCT
2345
Capital City Trust
Florida
$996K +$112K +202 +13%
AFO
2346
Arrowroot Family Office
California
$995K -$19.5K -35 -2%
RZH
2347
Relyea Zuckerberg Hanson
Connecticut
$993K – – –
CG
2348
CFO4Life Group
Texas
$985K +$414K +744 +77%
TCCM
2349
Timber Creek Capital Management
Massachusetts
$984K – – –
GL
2350
Gerber LLC
Ohio
$982K +$556 +1 +0.1%
92 93
94
95 96