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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3001
WFA Asset Management
Wisconsin
$18K +$10.3K +23 +153%
PCFFS
3002
Pacific Center for Financial Services
California
$15.3K – – –
CWM
3003
Cedar Wealth Management
California
$15.3K -$52.4K -117 -79%
S
3004
Syntrinsic
Colorado
$14.8K – – –
FCMT
3005
Founders Capital Management (Texas)
Texas
$13.9K – – –
AF
3006
Arrow Financial
New York
$11.9K – – –
W
3007
WealthCollab
Washington
$11.5K +$10.7K +24 New
PIS
3008
POM Investment Strategies
North Carolina
$11K +$10.3K +23 New
GI
3009
GS Investments
Minnesota
$10.2K +$5.37K +12 +133%
WI
3010
WealthNavi Inc
Japan
$9K +$8.5K +19 New
DF
3011
Dunhill Financial
United Kingdom
$7.79K +$7.16K +16 New
WAS
3012
Winch Advisory Services
Wisconsin
$7.19K +$6.71K +15 New
WPWM
3013
Western Pacific Wealth Management
Illinois
$6.26K – – –
GCM
3014
Gables Capital Management
Florida
$5.73K -$3.58K -8 -40%
MCA
3015
Maryland Capital Advisors
Maryland
$5.25K – – –
B
3016
Birchbrook
Maine
$3.82K +$3.58K +8 New
MTIC
3017
Missouri Trust & Investment Company
Missouri
$3.82K -$4.03K -9 -53%
AWA
3018
Alaska Wealth Advisors
Alaska
$2.39K – – –
RS
3019
Rakuten Securities
Japan
$1.91K +$1.79K +4 New
PFA
3020
Pathway Financial Advisers
Indiana
$1.46K – – –
OAJ
3021
Ogorek Anthony Joseph
New York
$1K – – –
TFA
3022
Transamerica Financial Advisors
Florida
$1K – – –
BCI
3023
Brinker Capital Investments
Pennsylvania
– -$223M -519,823 Closed
OPS
3024
Orion Portfolio Solutions
Nebraska
– -$223M -519,823 Closed
CF
3025
Cantor Fitzgerald
New York
– -$64.9M -151,111 Closed
119 120
121
122 123