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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
3101
Pacific Capital Wealth Advisors
California
$179K – – –
SFA
3102
Semmax Financial Advisors
North Carolina
$178K -$17.8K -32 -10%
MIM
3103
MTM Investment Management
South Carolina
$177K – – –
IF
3104
Integrity Financial
Wyoming
$174K – – –
AWM
3105
AllSquare Wealth Management
New York
$174K – – –
EPW
3106
Evergreen Private Wealth
Colorado
$174K – – –
AWM
3107
Aberdeen Wealth Management
Illinois
$173K – – –
VAG
3108
VisionPoint Advisory Group
Texas
$163K +$113K +203 +254%
ACM
3109
Anfield Capital Management
California
$163K – – –
SCA
3110
Stuart Chaussee & Associates
California
$163K – – –
PCTC
3111
Perkins Coie Trust Company
Washington
$157K – – –
SIM
3112
Studio Investment Management
Illinois
$155K +$150K +269 New
DF
3113
DecisionPoint Financial
Arizona
$155K – – –
HIIFS
3114
Harel Insurance Investments & Financial Services
Israel
$151K – – –
LFASL
3115
Lugano Financial Advisors SA (LFA)
Switzerland
$148K – – –
WWM
3116
Wolff Wiese Magana
California
$145K – – –
MCM
3117
Mill Capital Management
North Carolina
$144K – – –
KA
3118
Kozak & Associates
Colorado
$142K +$37.8K +68 +39%
WCM
3119
Weaver Capital Management
Georgia
$138K +$556 +1 +0.4%
FFL
3120
Financial Freedom LLC
Ohio
$124K – – –
BIA
3121
Bell Investment Advisors
California
$122K -$12.2K -22 -9%
CTC
3122
Cetera Trust Company
Minnesota
$121K – – –
MWA
3123
MFA Wealth Advisors
Pennsylvania
$115K -$11.1K -20 -9%
CAM
3124
Costello Asset Management
Pennsylvania
$115K – – –
KFO
3125
Kopp Family Office
Minnesota
$114K – – –
123 124
125
126 127