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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
2576
Marks Group Wealth Management
Minnesota
$992K -$28.1K -49 -3%
MHIC
2577
Marble Harbor Investment Counsel
Massachusetts
$991K – – –
BSG
2578
Black Swift Group
Colorado
$991K -$89K -155 -9%
SDWIA
2579
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$989K +$31K +54 +4%
DW
2580
Dodds Wealth
Colorado
$989K -$188K -327 -17%
PS
2581
Planned Solutions
California
$985K +$4.02K +7 +0.4%
GI
2582
GLOBALT Investments
Georgia
$984K – – –
DI
2583
DDFG Inc
California
$982K +$574 +1 +0.1%
SBF
2584
Sara-Bay Financial
Florida
$976K -$284K -494 -24%
LFS
2585
Littlejohn Financial Services
Oregon
$976K +$168K +293 +23%
IFO
2586
Independent Family Office
New York
$974K +$2.87K +5 +0.3%
PS
2587
Portfolio Strategies
New York
$970K – – –
TWM
2588
Tanager Wealth Management
United Kingdom
$970K – – –
IWN
2589
Independent Wealth Network
Iowa
$969K +$24.1K +42 +3%
PPH
2590
Pure Portfolios Holdings
Oregon
$969K -$110K -191 -11%
BMA
2591
Brooks Moore & Associates
Tennessee
$968K -$115K -200 -12%
CCT
2592
Capital City Trust
Florida
$967K -$97K -169 -10%
CCG
2593
Ceeto Capital Group
Florida
$966K – – –
RAM
2594
Ramirez Asset Management
New York
$965K – – –
RCM
2595
RMR Capital Management
California
$963K – – –
SIAG
2596
Safeguard Investment Advisory Group
California
$962K -$6.32K -11 -0.7%
COI
2597
Connable Office Inc
Michigan
$960K +$200K +349 +29%
GAA
2598
Global Assets Advisory
Florida
$956K -$219K -381 -20%
AGP
2599
Autumn Glory Partners
Texas
$956K – – –
PMG
2600
ProVise Management Group
Florida
$956K +$79.8K +139 +10%
102 103
104
105 106