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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
2651
Pekin Hardy Strauss
Illinois
$1M +$633K +983 +192%
BW
2652
BostonPremier Wealth
Massachusetts
$1M +$963K +1,495 New
KW
2653
Keyvantage Wealth
Pennsylvania
$999K – – –
TAM
2654
Tucker Asset Management
Colorado
$998K +$144K +224 +18%
CCM
2655
Charter Capital Management
Wisconsin
$996K -$12.2K -19 -1%
PFA
2656
Portland Financial Advisors
New York
$995K -$7.73K -12 -0.8%
GCM
2657
GKV Capital Management
California
$993K -$19.3K -30 -2%
CAG
2658
Centerpoint Advisory Group
Kansas
$993K +$19.3K +30 +2%
VCAM
2659
Van Cleef Asset Management
Ohio
$993K -$35.4K -55 -4%
NIM
2660
Nicollet Investment Management
Minnesota
$991K +$9.66K +15 +1%
NA
2661
Navellier & Associates
Nevada
$991K – – –
CWMGP
2662
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$989K +$1.29K +2 +0.1%
GAA
2663
Global Assets Advisory
Florida
$989K -$40.6K -63 -4%
TSS
2664
Two Sigma Securities
New York
$986K -$2.59M -4,017 -73%
MWA
2665
Muirfield Wealth Advisors
North Carolina
$981K – – –
FM
2666
Foster & Motley
Ohio
$981K +$151K +235 +19%
WWM
2667
WT Wealth Management
Arizona
$981K -$1.93K -3 -0.2%
JF
2668
Joule Financial
Kentucky
$979K -$338K -525 -26%
O3W
2669
Omni 360 Wealth
New Jersey
$979K -$1.29K -2 -0.1%
CCM
2670
Colorado Capital Management
Colorado
$979K +$196K +304 +26%
I
2671
InvesTrust
Oklahoma
$979K -$9.66K -15 -1%
IAP
2672
Indie Asset Partners
Indiana
$978K +$88.9K +138 +10%
OWP
2673
ORG Wealth Partners
Texas
$978K -$2.58K -4 -0.3%
SCA
2674
STALEY CAPITAL ADVISERS
Pennsylvania
$977K – – –
JBA
2675
Johnson Bixby & Associates
Washington
$976K +$35.4K +55 +4%
105 106
107
108 109