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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1201
Insight Advisors
Pennsylvania
$2.57M +$2.44M +6,846 New
WCG
1202
Weaver Consulting Group
California
$2.55M -$16.7K -47 -0.7%
WBC
1203
West Branch Capital
Massachusetts
$2.54M +$195K +547 +9%
RT
1204
Rockland Trust
Massachusetts
$2.54M -$38.4K -108 -2%
TH
1205
TCTC Holdings
Texas
$2.53M +$596K +1,675 +33%
GA
1206
Geller Advisors
New York
$2.52M – – –
CWM
1207
Concentric Wealth Management
California
$2.5M -$43.4K -122 -2%
ZB
1208
Zions Bancorporation
Utah
$2.5M – – –
CA
1209
Capital Advantage
California
$2.49M -$119K -334 -5%
CF
1210
Corrigan Financial
Rhode Island
$2.49M -$20.3K -57 -0.9%
FFA
1211
Founders Financial Alliance
North Carolina
$2.48M -$4.63K -13 -0.2%
CPFP
1212
Clear Perspectives Financial Planning
Ohio
$2.48M +$2.36M +6,617 New
SWM
1213
Soundmark Wealth Management
Washington
$2.48M +$2.35M +6,604 New
CIM
1214
Corda Investment Management
Texas
$2.46M -$166K -465 -7%
SW
1215
SteelPeak Wealth
California
$2.46M -$31.8M -89,275 -93%
SCG
1216
Sonata Capital Group
Washington
$2.45M -$64.1K -180 -3%
RW
1217
Rede Wealth
Virginia
$2.44M +$2.32M +6,504 New
AP
1218
Advisor Partners
California
$2.44M +$2.31M +6,483 New
AIA
1219
Arcadia Investment Advisors
Idaho
$2.43M -$9.97K -28 -0.4%
CCM
1220
Covington Capital Management
California
$2.42M +$830K +2,332 +57%
AF
1221
Affiance Financial
Minnesota
$2.42M -$7.47K -21 -0.3%
SWA
1222
SOA Wealth Advisors
New York
$2.42M +$2.2M +6,189 New
IAS
1223
IMA Advisory Services
Colorado
$2.4M – – –
AA
1224
Aufman Associates
Pennsylvania
$2.4M -$23.5K -66 -1%
CWM
1225
Centric Wealth Management
Illinois
$2.39M +$2.27M +6,368 New
47 48
49
50 51