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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2376
Fiduciary Alliance
South Carolina
$1.57M +$38K +59 +3%
IPW
2377
Impact Partnership Wealth
Georgia
$1.57M -$126K -196 -8%
CCA
2378
Cora Capital Advisors
New Jersey
$1.57M -$59.3K -92 -4%
CWM
2379
Copia Wealth Management
Oregon
$1.57M -$8.37K -13 -0.6%
EGA
2380
E&G Advisors
Texas
$1.56M +$58K +90 +4%
AWM
2381
Accel Wealth Management
Iowa
$1.56M -$27.7K -43 -2%
HNWA
2382
Henrickson Nauta Wealth Advisors
Michigan
$1.56M +$1.29K +2 +0.1%
SW
2383
SkyOak Wealth
Michigan
$1.56M – – –
JSSH
2384
J. Safra Sarasin Holding
$1.55M +$49.6K +77 +3%
CWM
2385
Cabot Wealth Management
Massachusetts
$1.55M -$9.02K -14 -0.6%
AIM
2386
Athena Investment Management
California
$1.55M -$12.9K -20 -0.9%
BOM
2387
Bank of Marin
California
$1.54M – – –
AFW
2388
Avantra Family Wealth
Pennsylvania
$1.54M +$1.48M +2,301 New
HPBT
2389
Hickory Point Bank & Trust
Illinois
$1.54M – – –
HA
2390
HFG Advisors
Ohio
$1.54M +$18.7K +29 +1%
CA
2391
Corrado Advisors
New Jersey
$1.53M +$3.86K +6 +0.3%
SPWM
2392
Spartan Planning & Wealth Management
North Carolina
$1.53M -$125K -194 -8%
UFA
2393
Uptown Financial Advisors
Texas
$1.53M – – –
VCM
2394
Violich Capital Management
California
$1.53M +$88.9K +138 +6%
LBC
2395
Leigh Baldwin & Co
New York
$1.53M +$161K +250 +12%
AMCA
2396
Arthur M. Cohen & Associates
Illinois
$1.53M +$3.22K +5 +0.2%
CHAM
2397
Clear Harbor Asset Management
Connecticut
$1.53M +$110K +171 +8%
TIA
2398
Tiemann Investment Advisors
California
$1.52M +$59.3K +92 +4%
HWP
2399
Highline Wealth Partners
California
$1.52M -$32.8K -51 -2%
CAAS
2400
Capital Asset Advisory Services
Michigan
$1.52M -$84.4K -131 -5%
94 95
96
97 98