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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2426
Aire Advisors
California
$349K +$364K +813 New
MAWA
2427
Moss Adams Wealth Advisors
Washington
$348K – – –
MIC
2428
Meridian Investment Counsel
California
$348K – – –
HVIA
2429
Hudson Valley Investment Advisors
New York
$348K +$15.7K +35 +5%
PAWA
2430
Palo Alto Wealth Advisors
California
$347K – – –
EA
2431
Ellsworth Advisors
Ohio
$347K +$60.4K +135 +20%
RW
2432
RVW Wealth
California
$347K – – –
BC
2433
Bowman & Company
Wisconsin
$346K +$88.6K +198 +33%
ISWM
2434
Independent Solutions Wealth Management
New York
$345K +$116K +260 +48%
CAM
2435
Columbia Asset Management
Michigan
$345K – – –
CAP
2436
Columbia Advisory Partners
Washington
$344K +$5.37K +12 +2%
TPW
2437
TL Private Wealth
Texas
$343K -$9.39K -21 -3%
AMBIA
2438
Allen Mooney & Barnes Investment Advisors
Georgia
$343K +$13.9K +31 +4%
SWM
2439
SFG Wealth Management
Maryland
$341K +$5.37K +12 +2%
SKK
2440
Shepherd Kaplan Krochuk
Massachusetts
$340K +$11.2K +25 +3%
GWAG
2441
Garrett Wealth Advisory Group
Texas
$340K -$895 -2 -0.3%
FWP
2442
Falcon Wealth Planning
California
$339K -$3.13K -7 -0.9%
SFG
2443
Sterling Financial Group
California
$337K -$112K -250 -24%
FNBTCON
2444
First National Bank & Trust Co of Newtown
Pennsylvania
$337K +$44.7K +100 +15%
RFN
2445
RDA Financial Network
Iowa
$336K +$11.2K +25 +3%
ESBC
2446
E.S. Barr & Co
Kentucky
$335K -$13.4K -30 -4%
QFA
2447
Quantum Financial Advisors
California
$335K -$162K -362 -32%
CNC
2448
Citizens & Northern Corp
Pennsylvania
$333K – – –
EL
2449
EWA LLC
Pennsylvania
$333K +$60.4K +135 +22%
BFA
2450
Buttonwood Financial Advisors
Maryland
$333K +$347K +775 New
96 97
98
99 100