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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
2501
Jim Saulnier & Associates
Colorado
$1.27M -$20.6K -32 -2%
PFM
2502
Potomac Fund Management
Florida
$1.27M -$89.5K -139 -7%
RFS
2503
Richardson Financial Services
Massachusetts
$1.27M +$1.48M +2,295 +546%
CWM
2504
CCG Wealth Management
California
$1.26M -$171K -266 -12%
RFA
2505
Register Financial Advisors
Georgia
$1.26M +$23.2K +36 +2%
PCM
2506
Princeton Capital Management
New Jersey
$1.25M – – –
AWM
2507
Absher Wealth Management
North Carolina
$1.25M +$1.21M +1,873 New
CWM
2508
Chicago Wealth Management
Illinois
$1.25M – – –
CIM
2509
Cambria Investment Management
California
$1.25M +$119K +184 +11%
RFA
2510
Rollins Financial Advisors
New York
$1.25M +$15.5K +24 +1%
BWP
2511
Barlow Wealth Partners
Kentucky
$1.25M – – –
SVCP
2512
Silicon Valley Capital Partners
California
$1.25M +$3.86K +6 +0.3%
SMG
2513
Smart Money Group
Texas
$1.25M +$3.86K +6 +0.3%
RWA
2514
Roberts Wealth Advisors
California
$1.25M -$1.93K -3 -0.2%
CWA
2515
Crux Wealth Advisors
California
$1.25M +$10.9K +17 +0.9%
CP
2516
Clarendon Private
Massachusetts
$1.24M -$257K -399 -18%
CSF
2517
Capital Squared Financial
Maryland
$1.24M +$2.58K +4 +0.2%
CS
2518
Cannell & Spears
New York
$1.24M – – –
AIA
2519
Aventus Investment Advisors
Florida
$1.24M – – –
RPGNY
2520
Retirement Planning Group (New York)
New York
$1.22M +$50.9K +79 +5%
IPW
2521
IronBridge Private Wealth
Texas
$1.22M – – –
FPWM
2522
FSB Premier Wealth Management
Iowa
$1.22M -$41.2K -64 -3%
FNWA
2523
Financial Network Wealth Advisors
Utah
$1.22M -$21.3K -33 -2%
MAM
2524
McLean Asset Management
Virginia
$1.22M +$41.9K +65 +4%
CCWM
2525
Correct Capital Wealth Management
Missouri
$1.21M – – –
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