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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
1101
Legacy Edge Advisors
New York
$14.3M -$474K -801 -3%
MWM
1102
Mosley Wealth Management
California
$14.3M +$797K +1,347 +6%
ZF
1103
Zhang Financial
Michigan
$14.3M +$1.83M +3,091 +15%
GWP
1104
Gateway Wealth Partners
Wisconsin
$14.2M -$3.45M -5,837 -20%
G
1105
GenTrust
Florida
$14.1M +$1.6M +2,702 +13%
BCM
1106
Becker Capital Management
Oregon
$14.1M +$836K +1,413 +6%
ECM
1107
Evergreen Capital Management
Washington
$14.1M -$147K -249 -1%
BIA
1108
Bigelow Investment Advisors
Maine
$14.1M +$291K +492 +2%
CHA
1109
Cooper/Haims Advisors
New York
$14.1M -$18.9K -32 -0.1%
MWM
1110
McNaughton Wealth Management
California
$14.1M -$19.5K -33 -0.1%
GAM
1111
Gould Asset Management
California
$14.1M -$319K -539 -2%
AAM
1112
Aureus Asset Management
Massachusetts
$14.1M -$8.88K -15 -0.1%
LSAG
1113
Lake Street Advisors Group
New Hampshire
$14M -$1.05M -1,767 -7%
ABC
1114
Associated Banc-Corp
Wisconsin
$13.9M -$291K -491 -2%
TRIA
1115
Trail Ridge Investment Advisors
Colorado
$13.9M +$420K +709 +3%
CT
1116
Colonial Trust
South Carolina
$13.9M +$1.15M +1,938 +9%
CPC
1117
Congress Park Capital
New York
$13.8M +$987K +1,668 +8%
PA
1118
PFG Advisors
Arizona
$13.8M -$876K -1,480 -6%
FC
1119
Fusion Capital
South Carolina
$13.8M +$355K +599 +3%
MWA
1120
Motive Wealth Advisors
Michigan
$13.8M -$165K -278 -1%
EWA
1121
EverSource Wealth Advisors
Alabama
$13.8M +$1.8M +3,036 +15%
MFG
1122
Mosaic Financial Group
Illinois
$13.6M +$312K +527 +2%
CCM
1123
Canal Capital Management
Virginia
$13.5M -$1.65M -2,783 -11%
PNC
1124
Park National Corp
Ohio
$13.5M +$188K +318 +1%
NSIM
1125
North Star Investment Management
Illinois
$13.5M +$188K +318 +1%
43 44
45
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