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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1151
Aletheian Wealth Advisors
Washington
$9.56M – – –
VCA
1152
Verdence Capital Advisors
Maryland
$9.55M +$574K +1,092 +7%
PI
1153
Pachira Investments
California
$9.51M -$108K -205 -1%
AI
1154
Arrien Investments
Idaho
$9.5M -$254K -483 -3%
CC
1155
Cypress Capital
Tennessee
$9.5M +$5.24M +9,961 +134%
TPWA
1156
TRUE Private Wealth Advisors
Oregon
$9.48M -$1.22M -2,315 -12%
AAMC
1157
Asset Allocation & Management Company
Illinois
$9.39M -$552K -1,050 -6%
HAC
1158
Harbor Advisory Corp
New Hampshire
$9.34M -$902K -1,716 -9%
LIM
1159
Leavell Investment Management
Alabama
$9.31M -$154K -292 -2%
AIA
1160
Alera Investment Advisors
Illinois
$9.3M +$8.71M +16,569 +3,871%
DA
1161
Doliver Advisors
Texas
$9.21M +$1.63M +3,102 +23%
WP
1162
WMS Partners
Maryland
$9.21M +$211K +401 +2%
SFI
1163
SPC Financial Inc
Maryland
$9.11M +$785K +1,492 +10%
SOS
1164
Silver Oak Securities
Tennessee
$9.08M +$898K +1,708 +11%
RCIM
1165
Red Cedar Investment Management
Michigan
$9.08M – – –
BWM
1166
Boyd Wealth Management
California
$9.07M -$138K -263 -2%
HWP
1167
Heritage Wealth Partners
Ohio
$9.05M -$909K -1,728 -9%
CFSG
1168
Community Financial Services Group
Vermont
$8.98M +$85.7K +163 +1%
CIR
1169
Clear Investment Research
Georgia
$8.94M +$207K +394 +2%
SWP
1170
Strategic Wealth Partners
Ohio
$8.93M -$184K -350 -2%
RWI
1171
Red Wave Investments
Pennsylvania
$8.92M -$90.4K -172 -1%
SWP
1172
Summit Wealth Partners
Florida
$8.9M +$2.09M +3,973 +32%
MWM
1173
MinichMacGregor Wealth Management
New York
$8.89M -$259K -492 -3%
JWM
1174
Jackson Wealth Management
Florida
$8.87M -$7.1M -13,495 -45%
KCM
1175
Kennicott Capital Management
California
$8.83M +$1.05K +2 +0%
45 46
47
48 49