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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
626
Davenport & Co
Virginia
$2.13M +$950K +3,935 +81%
SPIA
627
Strategic Point Investment Advisors
Rhode Island
$2.12M +$1.31M +5,421 +165%
MSAM
628
Moloney Securities Asset Management
Missouri
$2.1M +$328K +1,359 +19%
NCM
629
Novare Capital Management
North Carolina
$2.09M -$65.2K -270 -3%
SCI
630
Stableford Capital II
Arizona
$2.08M +$710K +2,944 +52%
RPG
631
Risk Paradigm Group
Texas
$2.06M -$353K -1,461 -15%
HPWM
632
Highland Private Wealth Management
Washington
$2.05M +$347K +1,440 +21%
BAAM
633
Baker Avenue Asset Management
California
$2.03M -$136K -564 -6%
AAM
634
Autus Asset Management
Arizona
$2.02M -$55.5K -230 -3%
JIC
635
Joel Isaacson & Co
New York
$2.01M – – –
CCM
636
Cohen Capital Management
California
$2.01M – – –
LPT
637
Legacy Private Trust
Wisconsin
$2.01M -$526K -2,178 -21%
SG
638
StoneX Group
New York
$2M +$1.98M +8,203 New
WS
639
Wedbush Securities
California
$1.99M +$247K +1,022 +14%
NAM
640
North American Management
Massachusetts
$1.99M -$142K -590 -7%
FWP
641
FAS Wealth Partners
Kansas
$1.99M -$25.6K -106 -1%
CLOS
642
Compagnie Lombard Odier SCmA
Switzerland
$1.98M +$45.8K +190 +2%
GW
643
GW & Wade
Massachusetts
$1.97M +$269K +1,114 +16%
RG
644
Rikoon Group
New Mexico
$1.95M – – –
QA
645
Quantitative Advantage
Minnesota
$1.94M +$92.9K +385 +5%
AAM
646
Aureus Asset Management
Massachusetts
$1.93M -$26.1K -108 -1%
CMP
647
Courage Miller Partners
Virginia
$1.91M -$1.21K -5 -0.1%
CDIA
648
Capital Directions Investment Advisors
Georgia
$1.9M -$21.7K -90 -1%
ACP
649
Arcus Capital Partners
Georgia
$1.89M -$11.3K -47 -0.6%
AWM
650
Avior Wealth Management
Nebraska
$1.86M -$104K -432 -5%
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