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iShares Core S&P 500 ETF
IVV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BDFN
2726
Bond & Devick Financial Network
Minnesota
USD 1.4 M – – –
BI
2727
BFI Infinity
Switzerland
USD 1.4 M – – –
GFM
2728
GEN Financial Management
Minnesota
USD 1.4 M – – –
Northwest Wealth Management
2729
Northwest Wealth Management
Iowa
USD 1.4 M +USD 102 k +140 +8%
CWM
2730
Chicago Wealth Management
Illinois
USD 1.4 M – – –
SFS
2731
Sharp Financial Services
Pennsylvania
USD 1.39 M +USD 508 k +698 +60%
TA
2732
TrueWealth Advisors
Alabama
USD 1.39 M +USD 280 k +384 +26%
BWM
2733
BCS Wealth Management
Tennessee
USD 1.39 M – – –
VWM
2734
Vertrix Wealth Management
Michigan
USD 1.39 M +USD 743 k +1,020 +122%
Beutel, Goodman & Co
2735
Beutel, Goodman & Co
Ontario, Canada
USD 1.39 M – – –
PWM
2736
Peck Wealth Management
New York
USD 1.38 M -USD 3.64 k -5 -0.3%
Summit Global Investments
2737
Summit Global Investments
Utah
USD 1.38 M -USD 45.9 k -63 -3%
BF
2738
Brooklyn FI
New York
USD 1.37 M +USD 2.91 k +4 +0.2%
GCM
2739
GKV Capital Management
California
USD 1.37 M +USD 89.6 k +123 +7%
Rockbridge Investment Management
2740
Rockbridge Investment Management
New York
USD 1.36 M -USD 1.46 k -2 -0.1%
VDC
2741
Van Diest Capital
Iowa
USD 1.36 M -USD 108 k -148 -8%
Main Street Research
2742
Main Street Research
Connecticut
USD 1.36 M -USD 542 k -744 -29%
FFG
2743
Frisch Financial Group
New York
USD 1.35 M -USD 476 k -654 -27%
JC
2744
JM2 Capital
Oklahoma
USD 1.35 M – – –
Fayez Sarofim & Co
2745
Fayez Sarofim & Co
Texas
USD 1.35 M -USD 88.8 k -122 -6%
CAG
2746
Centerpoint Advisory Group
Kansas
USD 1.34 M -USD 67 k -92 -5%
OWA
2747
Opal Wealth Advisors
New York
USD 1.34 M +USD 376 k +517 +41%
EWM
2748
Elevation Wealth Management
Minnesota
USD 1.34 M +USD 354 k +486 +37%
Tanager Wealth Management
2749
Tanager Wealth Management
United Kingdom
USD 1.34 M – – –
VWM
2750
VCI Wealth Management
Missouri
USD 1.34 M +USD 177 k +243 +16%
108 109
110
111 112