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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DCA
2601
DSG Capital Advisors
Minnesota
$1.05M -$76K -118 -7%
IFO
2602
Independent Family Office
New York
$1.05M – – –
COI
2603
Connable Office Inc
Michigan
$1.05M +$12.9K +20 +1%
PAG
2604
Powers Advisory Group
Illinois
$1.05M +$56K +87 +6%
PS
2605
Portfolio Strategies
New York
$1.05M – – –
TWM
2606
Tanager Wealth Management
United Kingdom
$1.05M – – –
SA
2607
Sincerus Advisory
New York
$1.05M -$1.93K -3 -0.2%
VWA
2608
VSM Wealth Advisory
Maryland
$1.05M +$76.6K +119 +8%
AAS
2609
Asset Allocation Strategies
Michigan
$1.04M -$76K -118 -7%
CCT
2610
Capital City Trust
Florida
$1.04M – – –
BFA
2611
Bill Few Associates
Pennsylvania
$1.04M -$218K -338 -18%
RAM
2612
Ramirez Asset Management
New York
$1.04M – – –
SA
2613
Skyline Advisors
Washington
$1.04M -$243K -377 -20%
IWN
2614
Independent Wealth Network
Iowa
$1.04M -$5.8K -9 -0.6%
RCM
2615
RMR Capital Management
California
$1.04M – – –
DW
2616
Dodds Wealth
Colorado
$1.04M -$26.4K -41 -3%
CC
2617
Commons Capital
Massachusetts
$1.04M +$45.7K +71 +5%
PMG
2618
ProVise Management Group
Florida
$1.03M +$1.29K +2 +0.1%
AGP
2619
Autumn Glory Partners
Texas
$1.03M – – –
RFN
2620
Redwood Financial Network
Ohio
$1.03M -$162K -252 -14%
FEM
2621
Fulcrum Equity Management
Texas
$1.03M +$13.5K +21 +1%
FWA
2622
Flagship Wealth Advisors
Massachusetts
$1.03M -$3.86K -6 -0.4%
TCM
2623
Towneley Capital Management
California
$1.03M +$1.29K +2 +0.1%
WAM
2624
Worth Asset Management
Texas
$1.02M – – –
WMA
2625
William Mack & Associates
Michigan
$1.02M -$1.29K -2 -0.1%
103 104
105
106 107