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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2901
Anchor Investment Management
South Carolina
$196K -$6.71K -15 -4%
DCM
2902
Davidson Capital Management
Texas
$190K +$178K +398 New
GWM
2903
Grand Wealth Management
Michigan
$185K – – –
HCM
2904
Hillman Capital Management
Maryland
$185K -$4.92K -11 -3%
BGA
2905
Battery Global Advisors
Massachusetts
$178K +$167K +372 New
DAC
2906
Dividend Assets Capital
South Carolina
$171K – – –
SFA
2907
Semmax Financial Advisors
North Carolina
$170K +$20.6K +46 +16%
AWM
2908
Aspire Wealth Management
Massachusetts
$170K – – –
CAM
2909
Clarity Asset Management
Iowa
$167K +$157K +350 New
SPIS
2910
Steward Partners Investment Solutions
Oregon
$165K +$155K +346 New
RAM
2911
Riggs Asset Management
Pennsylvania
$163K -$15.7K -35 -9%
IF
2912
Integrity Financial
Wyoming
$162K – – –
VWA
2913
Valued Wealth Advisors
Utah
$161K +$168K +376 New
FCG
2914
Financial Connections Group
California
$158K +$148K +331 New
GWSA
2915
Global Wealth Strategies & Associates
Colorado
$158K – – –
RPCA
2916
Running Point Capital Advisors
California
$154K – – –
BCP
2917
Blue Chip Partners
Michigan
$153K -$94.4K -211 -40%
PCWA
2918
Pacific Capital Wealth Advisors
California
$149K +$139K +311 New
CQS
2919
Credential Qtrade Securities
$148K – – –
EPW
2920
Evergreen Private Wealth
Colorado
$144K +$135K +301 New
GWANC
2921
Guardian Wealth Advisors (North Carolina)
North Carolina
$144K -$21K -47 -14%
BCM
2922
Blume Capital Management
California
$143K -$67.1K -150 -33%
RCM
2923
Richardson Capital Management
Wisconsin
$143K +$134K +300 New
TSW
2924
Thompson Siegel & Walmsley
Virginia
$143K – – –
BWM
2925
BKM Wealth Management
Wisconsin
$142K +$133K +298 New
115 116
117
118 119