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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3176
Level Financial Advisors
New York
$582K -$16.4K -24 -3%
RF
3177
RetireMitten Financial
Michigan
$581K +$607K +889 New
TSW
3178
Thompson Siegel & Walmsley
Virginia
$579K +$2.05K +3 +0.3%
RFA
3179
Reyes Financial Architecture
California
$579K -$10.9M -15,906 -95%
WH
3180
Willner & Heller
California
$575K -$13.7K -20 -2%
AWM
3181
Aberdeen Wealth Management
Illinois
$575K – – –
AAMG
3182
AMG Asset Management Group
Georgia
$574K +$600K +878 New
JAA
3183
Joel Adams & Associates
North Carolina
$572K +$13.7K +20 +2%
HVIA
3184
Hudson Valley Investment Advisors
New York
$572K – – –
RIP
3185
Reliant Investment Partners
North Carolina
$571K +$321K +470 +116%
CIA
3186
CCM Investment Advisers
South Carolina
$570K – – –
EGA
3187
Eagle Global Advisors
Texas
$570K – – –
PAA
3188
Peregrine Asset Advisers
Oregon
$570K +$51.2K +75 +9%
VEM
3189
Vann Equity Management
Texas
$569K +$595K +871 New
SPWG
3190
Syntegra Private Wealth Group
Missouri
$568K +$53.3K +78 +10%
WA
3191
Waystone Advisors
Washington
$568K -$320K -468 -35%
DB
3192
Dravo Bay
Delaware
$566K -$31.4K -46 -5%
UA
3193
URS Advisory
Florida
$566K +$52.6K +77 +10%
CNBT
3194
Cornerstone National Bank & Trust
Illinois
$564K -$101K -148 -15%
AMPWP
3195
Alvarez & Marsal Private Wealth Partners
Florida
$562K +$587K +860 New
PFS
3196
Prospect Financial Services
New York
$562K -$8.88K -13 -1%
DCM
3197
Davis Capital Management
Florida
$560K -$3.41K -5 -0.6%
HCMG
3198
Howard Capital Management Group
California
$559K – – –
GFWA
3199
Grey Fox Wealth Advisors
Delaware
$559K +$9.56K +14 +2%
FCCM
3200
First City Capital Management
Georgia
$559K +$13.7K +20 +2%
126 127
128
129 130