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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2676
Rockbridge Investment Management
New York
$1.3M -$940K -1,385 -42%
GPWM
2677
Grant Private Wealth Management
California
$1.3M +$462K +680 +56%
AG
2678
AmeriFlex Group
Nevada
$1.3M -$1.12M -1,642 -46%
MHIC
2679
Marble Harbor Investment Counsel
Massachusetts
$1.29M -$113K -167 -8%
APP
2680
Avantax Planning Partners
Iowa
$1.29M +$101K +149 +9%
CWM
2681
CCG Wealth Management
California
$1.29M -$1.36K -2 -0.1%
PCM
2682
Princeton Capital Management
New Jersey
$1.29M +$4.07K +6 +0.3%
GCM
2683
GKV Capital Management
California
$1.29M +$267K +393 +26%
PWM
2684
Peck Wealth Management
New York
$1.29M -$19.7K -29 -2%
WWM
2685
Woodside Wealth Management
Massachusetts
$1.28M +$47.5K +70 +4%
PS
2686
Planned Solutions
California
$1.28M -$139K -204 -10%
ACA
2687
Anchor Capital Advisors
Massachusetts
$1.28M +$605K +891 +91%
SVCP
2688
Silicon Valley Capital Partners
California
$1.28M +$4.07K +6 +0.3%
GFM
2689
GEN Financial Management
Minnesota
$1.28M -$67.2K -99 -5%
CS
2690
Cannell & Spears
New York
$1.28M +$12.2K +18 +1%
BWG
2691
Balanced Wealth Group
Ohio
$1.28M -$15.6K -23 -1%
CWM
2692
Chicago Wealth Management
Illinois
$1.28M -$1.36K -2 -0.1%
SBF
2693
Sara-Bay Financial
Florida
$1.28M +$134K +198 +12%
FNWA
2694
Financial Network Wealth Advisors
Utah
$1.28M +$30.6K +45 +2%
FIT
2695
Financially in Tune
Massachusetts
$1.28M +$1.27M +1,863 New
GG
2696
Gleason Group
Kentucky
$1.27M +$580K +854 +85%
CAAS
2697
Capital Asset Advisory Services
Michigan
$1.27M -$300K -442 -19%
AAS
2698
Asset Allocation Strategies
Michigan
$1.27M +$198K +292 +19%
FLII
2699
First Long Island Investors
New York
$1.27M +$1.26M +1,850 New
AIA
2700
Aventus Investment Advisors
Florida
$1.27M – – –
106 107
108
109 110