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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
2601
Van Cleef Asset Management
Ohio
$955K -$202K -351 -19%
FWA
2602
Flagship Wealth Advisors
Massachusetts
$955K +$7.46K +13 +0.9%
WAM
2603
Worth Asset Management
Texas
$951K +$3.44K +6 +0.4%
TCM
2604
Towneley Capital Management
California
$950K -$86.1K -150 -9%
WMA
2605
William Mack & Associates
Michigan
$948K -$6.32K -11 -0.7%
IFS
2606
Ifrah Financial Services
Arkansas
$947K -$26.4K -46 -3%
KAM
2607
Karani Asset Management
New York
$946K -$230K -400 -21%
SCM
2608
Seascape Capital Management
New Hampshire
$946K -$176K -306 -17%
RTC
2609
Real Talk Capital
Tennessee
$944K +$1.15K +2 +0.1%
WAOTB
2610
Wealth Advisors of Tampa Bay
Florida
$944K -$72.3K -126 -8%
LHWM
2611
Lake Hills Wealth Management
Texas
$944K – – –
MMPW
2612
Mitchell McLeod Pugh & Williams
Alabama
$942K -$27.6K -48 -3%
RC
2613
Reik & Co
New York
$941K – – –
GCM
2614
GKV Capital Management
California
$940K +$695K +1,210 +398%
FEM
2615
Fulcrum Equity Management
Texas
$939K +$868K +1,512 New
IWA
2616
Invera Wealth Advisors
Oregon
$939K -$1.19M -2,067 -58%
WIM
2617
Warwick Investment Management
Texas
$938K +$373K +649 +75%
CCM
2618
Charter Capital Management
Wisconsin
$935K +$865K +1,507 New
PFA
2619
Pathway Financial Advisors
Vermont
$932K – – –
PFA
2620
Portland Financial Advisors
New York
$930K – – –
MPIA
2621
Milestones Private Investment Advisors
New York
$930K +$860K +1,498 New
KWA
2622
Kondo Wealth Advisors
California
$930K +$165K +288 +24%
OS
2623
Objectivity Squared
South Carolina
$929K +$2.3K +4 +0.3%
WIA
2624
Westbourne Investment Advisors
Maryland
$928K +$1.15K +2 +0.1%
KW
2625
Keyvantage Wealth
Pennsylvania
$927K +$1.72K +3 +0.2%
103 104
105
106 107