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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
2701
Morangie Management
Florida
$1.42M -$2.91K -4 -0.2%
SA
2702
Sacks & Associates
New Jersey
$1.41M -$120K -165 -8%
SO
2703
Sierra Ocean
California
$1.41M -$48.8K -67 -3%
PS
2704
Planned Solutions
California
$1.4M +$728 +1 +0.1%
PCM
2705
Princeton Capital Management
New Jersey
$1.4M – – –
BA
2706
Ballast Advisors
Minnesota
$1.4M -$504K -692 -27%
BDFN
2707
Bond & Devick Financial Network
Minnesota
$1.4M – – –
BI
2708
BFI Infinity
Switzerland
$1.4M – – –
GFM
2709
GEN Financial Management
Minnesota
$1.4M – – –
NWM
2710
Northwest Wealth Management
Iowa
$1.4M +$102K +140 +8%
CWM
2711
Chicago Wealth Management
Illinois
$1.4M – – –
SFS
2712
Sharp Financial Services
Pennsylvania
$1.39M +$508K +698 +60%
TA
2713
TrueWealth Advisors
Alabama
$1.39M +$280K +384 +26%
BWM
2714
BCS Wealth Management
Tennessee
$1.39M – – –
VWM
2715
Vertrix Wealth Management
Michigan
$1.39M +$743K +1,020 +122%
BGC
2716
Beutel, Goodman & Co
Ontario, Canada
$1.39M – – –
PWM
2717
Peck Wealth Management
New York
$1.38M -$3.64K -5 -0.3%
SGI
2718
Summit Global Investments
Utah
$1.38M -$45.9K -63 -3%
BF
2719
Brooklyn FI
New York
$1.37M +$2.91K +4 +0.2%
GCM
2720
GKV Capital Management
California
$1.37M +$89.6K +123 +7%
RIM
2721
Rockbridge Investment Management
New York
$1.36M -$1.46K -2 -0.1%
VDC
2722
Van Diest Capital
Iowa
$1.36M -$108K -148 -8%
MSR
2723
Main Street Research
Connecticut
$1.36M -$542K -744 -29%
FFG
2724
Frisch Financial Group
New York
$1.35M -$476K -654 -27%
JC
2725
JM2 Capital
Oklahoma
$1.35M – – –
107 108
109
110 111