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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CLIP
2801
Colter Lewis Investment Partners
Connecticut
$999K -$6.01M -8,799 -85%
KAM
2802
Karani Asset Management
New York
$997K +$2.05K +3 +0.2%
OS
2803
Objectivity Squared
South Carolina
$996K +$20.5K +30 +2%
OWP
2804
ORG Wealth Partners
Texas
$995K +$88.8K +130 +9%
A
2805
Argentarii
Ohio
$994K +$13.7K +20 +1%
WAOTB
2806
Wealth Advisors of Tampa Bay
Florida
$993K -$683 -1 -0.1%
LHWM
2807
Lake Hills Wealth Management
Texas
$993K – – –
FPWM
2808
FSB Premier Wealth Management
Iowa
$991K -$156K -229 -13%
RC
2809
Reik & Co
New York
$990K – – –
FFG
2810
Fiduciary Financial Group
California
$989K +$62.8K +92 +6%
HCP
2811
Hexagon Capital Partners
Arkansas
$989K +$1.03M +1,514 New
SPL
2812
Smart Portfolios LLC
Washington
$988K -$2.05K -3 -0.2%
VFP
2813
Vilga Financial Planning
New Jersey
$988K +$1.37K +2 +0.1%
DI
2814
DDFG Inc
California
$986K +$7.51K +11 +0.7%
MWM
2815
Meritas Wealth Management
California
$986K +$53.9K +79 +6%
FFA
2816
Florida Financial Advisors
Florida
$983K +$172K +252 +20%
PCI
2817
Planning Center Inc
Illinois
$980K -$195K -286 -16%
AW
2818
Avion Wealth
Texas
$980K -$115K -168 -10%
AAS
2819
Asset Allocation Strategies
Michigan
$980K -$239K -350 -19%
RCM
2820
RMR Capital Management
California
$979K -$36.2K -53 -3%
KWA
2821
Kondo Wealth Advisors
California
$977K – – –
TCM
2822
Towneley Capital Management
California
$976K +$2.05K +3 +0.2%
SA
2823
Skyline Advisors
Washington
$976K -$683 -1 -0.1%
PIP
2824
Peachtree Investment Partners
Florida
$974K +$242K +354 +31%
PS
2825
Portfolio Strategies
New York
$970K -$5.46K -8 -0.5%
111 112
113
114 115