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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2851
Regatta Capital Group
California
$573K +$73.8K +125 +14%
MAM
2852
Milestone Asset Management
Pennsylvania
$571K -$30.7K -52 -5%
PMG
2853
Private Management Group
California
$570K – – –
HWP
2854
Hibernia Wealth Partners
Louisiana
$570K -$2.95K -5 -0.5%
SOAG
2855
Silver Oak Advisory Group
Oregon
$567K -$5.32K -9 -0.9%
ACA
2856
Anchor Capital Advisors
Massachusetts
$566K -$148K -250 -20%
T
2857
Tidemark
California
$566K +$591 +1 +0.1%
MPCG
2858
Matrix Private Capital Group
New York
$564K -$154K -260 -21%
SP
2859
Stonebrook Private
Michigan
$564K +$34.3K +58 +6%
KCFA
2860
Key Client Fiduciary Advisors
New Jersey
$563K -$10.6K -18 -2%
IIA
2861
Integral Investment Advisors
California
$563K +$38.4K +65 +7%
IHWM
2862
Iron Horse Wealth Management
Iowa
$562K +$6.5K +11 +1%
GG
2863
Gleason Group
Kentucky
$562K +$1.77K +3 +0.3%
CSB
2864
City State Bank
Iowa
$560K +$8.86K +15 +2%
UBV
2865
United Bank (Virginia)
Virginia
$560K – – –
BF
2866
Bonfire Financial
Colorado
$559K +$6.5K +11 +1%
AHIA
2867
Andrew Hill Investment Advisors
Florida
$558K -$207K -350 -26%
IAG
2868
Ipsen Advisor Group
Arkansas
$558K +$591 +1 +0.1%
M
2869
MATAURO
New York
$557K +$54.3K +92 +10%
TFA
2870
Tobias Financial Advisors
Florida
$555K +$17.7K +30 +3%
MGWA
2871
Monument Group Wealth Advisors
Massachusetts
$554K +$6.5K +11 +1%
CC
2872
Cypress Capital
Tennessee
$553K – – –
JAA
2873
Joel Adams & Associates
North Carolina
$551K -$324K -548 -36%
VAG
2874
VisionPoint Advisory Group
Texas
$551K +$404K +685 +232%
MCP
2875
Mirador Capital Partners
California
$550K +$591 +1 +0.1%
113 114
115
116 117