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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
2401
HTG Investment Advisors
Connecticut
$311K +$313K +810 New
CRWM
2402
Castle Rock Wealth Management
California
$310K +$294K +763 New
RCC
2403
Red Cedar Capital
Nebraska
$309K – – –
MAWA
2404
Moss Adams Wealth Advisors
Washington
$308K +$310K +803 New
DA
2405
Dover Advisors
Virginia
$308K +$310K +802 New
PP
2406
PrairieView Partners
Minnesota
$307K +$303K +785 +5,233%
AWM
2407
Align Wealth Management
Oklahoma
$306K +$329K +853 New
GWAG
2408
Garrett Wealth Advisory Group
Texas
$305K – – –
AC
2409
AIFG Consultants
New York
$304K +$306K +792 New
OBGC
2410
O'Brien Greene & Co
Pennsylvania
$304K -$674K -1,746 -69%
WA
2411
WealthTrust Axiom
Pennsylvania
$304K – – –
WOC
2412
West Oak Capital
California
$302K – – –
ZIG
2413
Zuckerman Investment Group
Illinois
$302K – – –
MCIA
2414
Mountain Capital Investment Advisors
Colorado
$301K -$74.5K -193 -20%
MIP
2415
Marietta Investment Partners
Wisconsin
$300K – – –
ANBT
2416
American National Bank & Trust
Texas
$299K +$33.6K +87 +13%
AIM
2417
Alhambra Investment Management
Florida
$298K -$504K -1,305 -63%
CI
2418
Ceera Investments
Texas
$298K +$30.9K +80 +12%
PW
2419
Peninsula Wealth
California
$298K +$1.54K +4 +0.5%
DFA
2420
Delta Financial Advisors
Louisiana
$297K +$1.93K +5 +0.7%
TIM
2421
Tevis Investment Management
Texas
$297K -$63.3K -164 -18%
BC
2422
Brio Consultants
California
$296K -$19.3K -50 -6%
AMBIA
2423
Allen Mooney & Barnes Investment Advisors
Georgia
$295K +$1.16K +3 +0.4%
RPSA
2424
Richard P. Slaughter Associates
Texas
$295K -$258K -669 -47%
B
2425
Bensler
Washington
$295K +$35.1K +91 +13%
95 96
97
98 99