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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
851
Apeiron RIA
Texas
$18.7M -$612K -1,164 -3%
PCA
852
Peddock Capital Advisors
Massachusetts
$18.7M +$861K +1,637 +5%
GKWIM
853
Gerber Kawasaki Wealth & Investment Management
California
$18.6M +$1.41M +2,677 +9%
AWM
854
Abound Wealth Management
Tennessee
$18.6M -$107K -204 -0.6%
KDA
855
Kraft Davis & Associates
Missouri
$18.5M +$111K +211 +0.6%
SRC
856
Shufro Rose & Co
New York
$18.5M +$5.82M +11,067 +49%
RIA
857
Richwood Investment Advisors
Ohio
$18.5M +$176K +334 +1%
FNT
858
First National Trust
Pennsylvania
$18.5M -$94.7K -180 -0.5%
GWM
859
GDS Wealth Management
Texas
$18.5M -$12.9M -24,482 -42%
AWMG
860
Alliance Wealth Management Group
New Jersey
$18.5M +$1.3M +2,480 +8%
SCA
861
Southern Capital Advisors
Tennessee
$18.4M +$120K +228 +0.7%
CA
862
Cambridge Associates
Massachusetts
$18.4M -$79M -150,183 -82%
FB
863
Fulton Bank
Pennsylvania
$18.3M -$1.22M -2,319 -6%
4WM
864
4J Wealth Management
Virginia
$18.3M +$4.45M +8,454 +34%
WCP
865
Wick Capital Partners
Pennsylvania
$18.3M +$17.5M +33,358 New
MSWMA
866
Market Street Wealth Management Advisors
Indiana
$18.1M -$370K -704 -2%
SIM
867
Stratos Investment Management
Ohio
$18M +$89.9K +171 +0.5%
PFA
868
Pinnacle Family Advisors
Missouri
$18M -$2.96M -5,631 -15%
VHAM
869
Van Hulzen Asset Management
California
$18M +$218K +414 +1%
NAG
870
Northstar Advisory Group
New Jersey
$17.9M -$345K -657 -2%
MWP
871
MYCIO Wealth Partners
Pennsylvania
$17.9M +$26.3K +50 +0.2%
WJA
872
Willis Johnson & Associates
Texas
$17.8M +$1.25M +2,375 +8%
CFO
873
CVA Family Office
Colorado
$17.8M +$304K +578 +2%
SC
874
Stephenson & Company
California
$17.8M -$84.7K -161 -0.5%
BRM
875
Boston Research & Management
Massachusetts
$17.8M -$141K -269 -0.8%
33 34
35
36 37