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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
3001
Private Wealth Management Group
New Jersey
$19.1K +$17.9K +40 New
CNBTD
3002
Citizens National Bank Trust Department
Mississippi
$19.1K – – –
TVWM
3003
Tower View Wealth Management
Wisconsin
$19K +$448 +1 +3%
WAM
3004
WFA Asset Management
Wisconsin
$18K +$10.3K +23 +153%
PCFFS
3005
Pacific Center for Financial Services
California
$15.3K – – –
CWM
3006
Cedar Wealth Management
California
$15.3K -$52.4K -117 -79%
S
3007
Syntrinsic
Colorado
$14.8K – – –
FCMT
3008
Founders Capital Management (Texas)
Texas
$13.9K – – –
AF
3009
Arrow Financial
New York
$11.9K – – –
W
3010
WealthCollab
Washington
$11.5K +$10.7K +24 New
PIS
3011
POM Investment Strategies
North Carolina
$11K +$10.3K +23 New
GI
3012
GS Investments
Minnesota
$10.2K +$5.37K +12 +133%
WI
3013
WealthNavi Inc
Japan
$9K +$8.5K +19 New
DF
3014
Dunhill Financial
United Kingdom
$7.79K +$7.16K +16 New
WAS
3015
Winch Advisory Services
Wisconsin
$7.19K +$6.71K +15 New
WPWM
3016
Western Pacific Wealth Management
Illinois
$6.26K – – –
GCM
3017
Gables Capital Management
Florida
$5.73K -$3.58K -8 -40%
MCA
3018
Maryland Capital Advisors
Maryland
$5.25K – – –
B
3019
Birchbrook
Maine
$3.82K +$3.58K +8 New
MTIC
3020
Missouri Trust & Investment Company
Missouri
$3.82K -$4.03K -9 -53%
AWA
3021
Alaska Wealth Advisors
Alaska
$2.39K – – –
RS
3022
Rakuten Securities
Japan
$1.91K +$1.79K +4 New
PFA
3023
Pathway Financial Advisers
Indiana
$1.46K – – –
OAJ
3024
Ogorek Anthony Joseph
New York
$1K – – –
TFA
3025
Transamerica Financial Advisors
Florida
$1K – – –
119 120
121
122 123