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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1201
Triumph Capital Management
Colorado
$4.81M +$236K +512 +5%
SCA
1202
Spearhead Capital Advisors
Florida
$4.8M +$3.3M +7,163 +247%
P
1203
&Partners
Tennessee
$4.79M -$84.3K -183 -2%
KL
1204
KWMG LLC
Kansas
$4.77M -$20.3K -44 -0.4%
PFA
1205
Pure Financial Advisors
California
$4.73M +$367K +796 +9%
RC
1206
Roundview Capital
New Jersey
$4.73M +$177K +383 +4%
DY
1207
Dowling & Yahnke
California
$4.73M -$35K -76 -0.8%
MOS
1208
MGO One Seven
Ohio
$4.73M +$1.04M +2,246 +29%
FHA
1209
Flagship Harbor Advisors
Massachusetts
$4.72M -$13.4K -29 -0.3%
SFG
1210
Summit Financial Group
West Virginia
$4.71M -$31.8K -69 -0.7%
CIAS
1211
Capital Investment Advisory Services
North Carolina
$4.7M +$103K +223 +2%
MWM
1212
Mission Wealth Management
California
$4.7M +$193K +418 +4%
EBSAM
1213
Eubel Brady & Suttman Asset Management
Ohio
$4.68M +$4.04M +8,766 +835%
WPC
1214
Waters Parkerson & Co
Louisiana
$4.68M -$33.2K -72 -0.7%
RFA
1215
Radnor Financial Advisors
Pennsylvania
$4.66M -$121K -263 -3%
EWM
1216
Endurance Wealth Management
Rhode Island
$4.65M +$371K +806 +9%
CWG
1217
Crown Wealth Group
North Carolina
$4.64M +$4.48M +9,727 New
DWM
1218
Dakota Wealth Management
Florida
$4.62M +$214K +464 +5%
BCM
1219
Birmingham Capital Management
Alabama
$4.59M -$20.7K -45 -0.5%
PJSIMP
1220
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.58M +$100K +218 +2%
WPP
1221
Whalerock Point Partners
Rhode Island
$4.55M +$461 +1 +0%
GIA
1222
Guyasuta Investment Advisors
Pennsylvania
$4.53M -$92.2K -200 -2%
WPC
1223
Wedmont Private Capital
Pennsylvania
$4.53M +$4.47M +9,709 New
TSWM
1224
Tyler-Stone Wealth Management
Ohio
$4.5M +$4.35M +9,437 New
PCS
1225
Personal CFO Solutions
New Jersey
$4.5M -$59.9K -130 -1%
47 48
49
50 51