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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1176
Dynamic Advisor Solutions
Arizona
$3.67M -$79.5K -199 -2%
PWA
1177
Peterson Wealth Advisors
Utah
$3.66M -$140K -350 -3%
JIR
1178
James Investment Research
Ohio
$3.66M -$210K -526 -5%
FC
1179
Financial Council
Maryland
$3.65M -$115K -288 -3%
FG
1180
Fiduciary Group
Georgia
$3.65M -$76.7K -192 -2%
FFM
1181
Forum Financial Management
Illinois
$3.63M -$11.2K -28 -0.3%
ZF
1182
Zhang Financial
Michigan
$3.63M +$1.32M +3,305 +48%
GFPC
1183
Global Financial Private Client
Florida
$3.62M +$1.14M +2,864 +41%
MWPCG
1184
Measured Wealth Private Client Group
New Hampshire
$3.62M +$52.3K +131 +1%
HIM
1185
Hanlon Investment Management
New Jersey
$3.6M +$47.1K +118 +1%
P
1186
&Partners
Tennessee
$3.6M -$7.99K -20 -0.2%
SFM
1187
Signet Financial Management
New Jersey
$3.58M -$63.5K -159 -2%
GWS
1188
Glassman Wealth Services
Virginia
$3.58M +$93.8K +235 +2%
UCMOK
1189
United Capital Management of KS
Kansas
$3.57M -$181K -454 -4%
CWM
1190
Cordatus Wealth Management
Pennsylvania
$3.57M +$3.97M +9,951 New
CI
1191
Cavalier Investments
Georgia
$3.55M -$2.04M -5,116 -34%
WMA
1192
Wealth Management Associates
New Jersey
$3.54M +$12.4K +31 +0.3%
WPC
1193
Waters Parkerson & Co
Louisiana
$3.51M +$7.99K +20 +0.2%
GIA
1194
Guyasuta Investment Advisors
Pennsylvania
$3.5M -$130K -326 -3%
GAG
1195
GM Advisory Group
New York
$3.5M +$20.8K +52 +0.5%
TW
1196
Transform Wealth
Colorado
$3.49M -$1.36M -3,394 -26%
SGCA
1197
Steel Grove Capital Advisors
Tennessee
$3.48M +$237K +593 +7%
WPC
1198
Wedmont Private Capital
Pennsylvania
$3.48M -$7.99K -20 -0.2%
WPP
1199
Whalerock Point Partners
Rhode Island
$3.47M +$231K +578 +6%
RMAM
1200
Raab & Moskowitz Asset Management
New Jersey
$3.45M -$404K -1,012 -10%
46 47
48
49 50