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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2501
Close Asset Management
United Kingdom
$1.15M +$33.9K +59 +3%
FNWA
2502
Financial Network Wealth Advisors
Utah
$1.15M -$361K -629 -25%
CS
2503
Cannell & Spears
New York
$1.15M – – –
CSF
2504
Capital Squared Financial
Maryland
$1.15M +$1.06M +1,850 New
RFA
2505
Register Financial Advisors
Georgia
$1.15M +$2.87K +5 +0.3%
AIA
2506
Aventus Investment Advisors
Florida
$1.15M +$1.06M +1,848 New
HC
2507
Hamilton Capital
Ohio
$1.15M +$574 +1 +0.1%
CWA
2508
Crux Wealth Advisors
California
$1.14M -$227K -395 -18%
RFA
2509
Rollins Financial Advisors
New York
$1.14M – – –
RSA
2510
River Street Advisors
Illinois
$1.14M +$224K +390 +27%
SAM
2511
Sequent Asset Management
Texas
$1.13M -$5.17K -9 -0.5%
LWMI
2512
Legacy Wealth Management (Idaho)
Idaho
$1.13M +$108K +188 +11%
LIS
2513
Legacy Investment Solutions
Idaho
$1.13M +$1.05M +1,825 New
IPW
2514
IronBridge Private Wealth
Texas
$1.13M – – –
SPL
2515
Smart Portfolios LLC
Washington
$1.13M +$405K +705 +64%
CCWM
2516
Correct Capital Wealth Management
Missouri
$1.13M -$36.7K -64 -3%
NF
2517
Nvest Financial
New Hampshire
$1.12M -$85.6K -149 -8%
WWM
2518
Woodside Wealth Management
Massachusetts
$1.12M +$31.6K +55 +3%
AWMS
2519
Advocacy Wealth Management Services
Georgia
$1.12M -$34.5K -60 -3%
MP
2520
Moment Partners
California
$1.12M -$16.1K -28 -2%
IWS
2521
Insight Wealth Strategies
California
$1.12M +$41.3K +72 +4%
RFN
2522
Redwood Financial Network
Ohio
$1.11M +$154K +269 +18%
SCM
2523
Sage Capital Management
New Jersey
$1.11M +$574 +1 +0.1%
PCI
2524
Planning Center Inc
Illinois
$1.11M -$43.1K -75 -4%
DS
2525
DRW Securities
Illinois
$1.11M -$722K -1,257 -41%
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