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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWM
2826
Cypress Point Wealth Management
Texas
$669K +$220K +384 +55%
IWP
2827
Innova Wealth Partners
Pennsylvania
$669K -$16.7K -29 -3%
MCA
2828
Midwest Capital Advisors
Michigan
$667K -$39K -68 -6%
HHRDM
2829
H&H Retirement Design & Management
Nevada
$666K +$379K +660 +168%
CPCM
2830
Cardinal Point Capital Management
Ontario, Canada
$664K -$43.6K -76 -7%
SOADOR
2831
State of Alaska Department of Revenue
Alaska
$663K -$1.28M -2,237 -68%
HPIA
2832
Hamilton Point Investment Advisors
North Carolina
$663K – – –
HA
2833
Hofer & Associates
California
$661K -$1.15K -2 -0.2%
TAM
2834
Townsend Asset Management
North Carolina
$661K +$574 +1 +0.1%
HPA
2835
High Probability Advisors
New York
$661K +$611K +1,064 New
BGC
2836
Beutel, Goodman & Co
Ontario, Canada
$660K +$611K +1,064 New
KCM
2837
Kathmere Capital Management
Pennsylvania
$659K +$210K +365 +52%
WMA
2838
West Michigan Advisors
Michigan
$659K +$8.61K +15 +1%
FFP
2839
FourThought Financial Partners
Florida
$659K – – –
GWM
2840
GK Wealth Management
Nevada
$657K -$71.8K -125 -11%
AIMA
2841
Ables Iannone Moore & Associates
Georgia
$656K +$400K +697 +194%
HCM
2842
HMS Capital Management
Tennessee
$656K -$4.59K -8 -0.8%
HAIM
2843
Hunter Associates Investment Management
Pennsylvania
$655K – – –
WA
2844
Wealthstar Advisors
Texas
$652K – – –
AIS
2845
American Investment Services
Massachusetts
$649K -$199K -346 -25%
RCG
2846
Regatta Capital Group
California
$648K +$13.2K +23 +2%
SMA
2847
Seven Mile Advisory
New Jersey
$646K – – –
VV
2848
Verity & Verity
South Carolina
$646K -$223K -388 -27%
BCI
2849
Blue Capital Inc
Nebraska
$645K +$597K +1,039 New
IHWM
2850
Iron Horse Wealth Management
Iowa
$643K +$19.5K +34 +3%
112 113
114
115 116