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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1176
Stratos Wealth Advisors
Ohio
$1.04M +$375K +1,263 +57%
TF
1177
Tompkins Financial
New York
$1.04M -$19.9K -67 -2%
P
1178
&Partners
Tennessee
$1.04M +$1.03M +3,471 New
CFS
1179
Cannon Financial Strategists
Georgia
$1.03M -$115K -388 -10%
RFN
1180
RDA Financial Network
Iowa
$1.03M +$372K +1,253 +62%
PV
1181
Private Vista
Illinois
$1.02M – – –
IIM
1182
Ipswich Investment Management
Massachusetts
$1.02M -$43.4K -146 -4%
AW
1183
Avion Wealth
Texas
$1.01M +$1.01M +3,398 New
ATPW
1184
Ashton Thomas Private Wealth
Arizona
$1.01M +$28.2K +95 +3%
9WM
1185
9258 Wealth Management
Ohio
$1.01M -$247K -832 -20%
MFW
1186
Mosaic Family Wealth
Missouri
$1.01M – – –
RFWA
1187
RPg Family Wealth Advisory
Massachusetts
$999K +$14.3K +48 +1%
CCG
1188
Cypress Capital Group
Florida
$997K -$7.43K -25 -0.7%
CCM
1189
Colorado Capital Management
Colorado
$996K -$85.9K -289 -8%
NFP
1190
Narus Financial Partners
Utah
$996K – – –
FBFS
1191
First Business Financial Services
Wisconsin
$994K -$149K -500 -13%
SCM
1192
Southport Capital Management
Tennessee
$989K -$2.38K -8 -0.2%
CIC
1193
Cutler Investment Counsel
Oregon
$980K +$976K +3,284 New
HWM
1194
Highwater Wealth Management
Colorado
$977K -$22.3K -75 -2%
RWA
1195
Redhawk Wealth Advisors
Minnesota
$976K -$164K -553 -14%
IP
1196
Intellectus Partners
California
$976K +$29.7K +100 +3%
AWM
1197
Altium Wealth Management
New York
$974K +$394K +1,325 +68%
FCH
1198
Freestone Capital Holdings
Washington
$971K +$967K +3,253 New
PPCM
1199
Pillar Pacific Capital Management
California
$968K -$13.4K -45 -1%
WPP
1200
Whalerock Point Partners
Rhode Island
$968K +$79.1K +266 +9%
46 47
48
49 50