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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCA
2976
Running Point Capital Advisors
California
$200K +$29.5K +59 +18%
SW
2977
Solidarity Wealth
Utah
$200K +$191K +381 New
AFG
2978
Albion Financial Group
Utah
$193K -$368K -736 -67%
GTAM
2979
Global Trust Asset Management
Florida
$189K +$40K +80 +29%
SFA
2980
Semmax Financial Advisors
North Carolina
$189K +$9.01K +18 +5%
BGA
2981
Battery Global Advisors
Massachusetts
$180K -$15K -30 -8%
RAM
2982
Riggs Asset Management
Pennsylvania
$179K – – –
HCM
2983
Highlander Capital Management
New Jersey
$179K -$123K -245 -42%
CQS
2984
Credential Qtrade Securities
$179K +$15K +30 +10%
IF
2985
Integrity Financial
Wyoming
$178K – – –
RA
2986
Rise Advisors
New York
$178K -$42.5K -85 -20%
MBFW
2987
Morton Brown Family Wealth
Pennsylvania
$174K +$36K +72 +28%
BCP
2988
Blue Chip Partners
Michigan
$169K +$500 +1 +0.3%
GWSA
2989
Global Wealth Strategies & Associates
Colorado
$166K -$7K -14 -4%
PCWA
2990
Pacific Capital Wealth Advisors
California
$164K – – –
AWM
2991
AllSquare Wealth Management
New York
$158K -$58K -116 -28%
EPW
2992
Evergreen Private Wealth
Colorado
$158K – – –
CAM
2993
Clarity Asset Management
Iowa
$153K -$29K -58 -17%
MIM
2994
MTM Investment Management
South Carolina
$151K – – –
PCTC
2995
Perkins Coie Trust Company
Washington
$144K – – –
ACM
2996
Anfield Capital Management
California
$137K +$131K +261 New
LFASL
2997
Lugano Financial Advisors SA (LFA)
Switzerland
$135K – – –
FMP
2998
Financial Management Professionals
Texas
$135K +$93.6K +187 +267%
DFA
2999
DHJJ Financial Advisors
Illinois
$132K – – –
WWM
3000
Wolff Wiese Magana
California
$132K – – –
118 119
120
121 122