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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1201
Ellevest Inc
New York
$8.31M +$90.6K +181 +1%
CCP
1202
Cassia Capital Partners
North Carolina
$8.31M +$2.85M +5,702 +56%
NL
1203
NEPC LLC
Massachusetts
$8.3M – – –
SWA
1204
Sax Wealth Advisors
New Jersey
$8.29M +$363K +725 +5%
LG
1205
Leuthold Group
Minnesota
$8.29M +$1K +2 +0%
IIC
1206
Integrated Investment Consultants
Michigan
$8.29M -$108K -216 -1%
UOTTAIMCU
1207
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8.27M +$91.6K +183 +1%
CA
1208
Continuum Advisory
Idaho
$8.26M -$1.36M -2,728 -15%
GEA
1209
Glen Eagle Advisors
New Jersey
$8.26M -$84.6K -169 -1%
KW
1210
KWB Wealth
California
$8.15M -$148K -295 -2%
IAIM
1211
International Assets Investment Management
Florida
$8.15M -$1.27M -2,535 -14%
IMRF
1212
Illinois Municipal Retirement Fund
Illinois
$8.15M -$8.51M -17,000 -52%
GM
1213
GeoWealth Management
Illinois
$8.14M -$1.35M -2,704 -15%
SFG
1214
Sunburst Financial Group
Alabama
$8.11M -$37.5K -75 -0.5%
CPA
1215
Cardiff Park Advisors
California
$8.11M +$64K +128 +0.8%
SCM
1216
SOL Capital Management
Maryland
$8.09M -$358K -716 -4%
OSAM
1217
O'Shaughnessy Asset Management
Connecticut
$8.08M +$2.6M +5,198 +51%
CG
1218
Caprock Group
Idaho
$8.07M -$12.5K -25 -0.2%
MWM
1219
Mission Wealth Management
California
$8.05M +$1.16M +2,317 +18%
TW
1220
TritonPoint Wealth
Maryland
$8.03M +$2.83M +5,652 +32%
MCA
1221
MSH Capital Advisors
Arizona
$8.03M -$107K -213 -1%
FFG
1222
Foundry Financial Group
New Hampshire
$8.01M +$708K +1,415 +10%
MF
1223
Meridian Financial
Massachusetts
$8.01M -$87.1K -174 -1%
FAIM
1224
Financial Advocates Investment Management
Washington
$7.99M -$522K -1,044 -6%
PMFA
1225
Plante Moran Financial Advisors
Michigan
$7.98M +$958K +1,915 +14%
47 48
49
50 51