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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1226
Clifford Swan Investment Counsel
California
$2.9M -$20.9K -50 -0.8%
CCM
1227
Cohen Capital Management
California
$2.89M -$514K -1,228 -15%
BAM
1228
Belpointe Asset Management
Nevada
$2.88M +$158K +378 +6%
IMRF
1229
Illinois Municipal Retirement Fund
Illinois
$2.88M +$2.81M +6,703 New
IRC
1230
Investors Research Corp
Georgia
$2.87M +$13.8K +33 +0.5%
CCA
1231
Cobblestone Capital Advisors
New York
$2.86M -$103K -246 -4%
TFS
1232
Thoroughbred Financial Services
Tennessee
$2.86M +$315K +751 +13%
KOMWMG
1233
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.86M +$12.6K +30 +0.5%
UR
1234
USCA RIA
Texas
$2.85M +$40.2K +96 +1%
ZB
1235
Zions Bancorporation
Utah
$2.85M -$7.12K -17 -0.3%
BBPWM
1236
Blue Bell Private Wealth Management
Pennsylvania
$2.84M +$205K +489 +8%
OC
1237
Oakworth Capital
Alabama
$2.83M +$28.9K +69 +1%
VWM
1238
Vigilare Wealth Management
Arizona
$2.82M +$128K +305 +5%
EIP
1239
Ellis Investment Partners
Pennsylvania
$2.81M +$59.1K +141 +2%
M
1240
MOTCO
Texas
$2.8M +$180K +430 +7%
CPFP
1241
Clear Perspectives Financial Planning
Ohio
$2.78M -$16.3K -39 -0.6%
SCG
1242
Sonata Capital Group
Washington
$2.78M -$26.8K -64 -1%
EAM
1243
Evanson Asset Management
California
$2.78M -$1.55M -3,699 -36%
AF
1244
Affiance Financial
Minnesota
$2.77M -$15.5K -37 -0.6%
CWA
1245
Canvas Wealth Advisors
Kansas
$2.77M -$10.9K -26 -0.4%
VWM
1246
Valley Wealth Managers
New Jersey
$2.77M +$535K +1,278 +25%
AWM
1247
Aprio Wealth Management
Georgia
$2.76M +$2.69M +6,425 New
EWMCB
1248
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.76M +$113K +270 +4%
AIA
1249
Arcadia Investment Advisors
Idaho
$2.75M -$25.1K -60 -0.9%
IAS
1250
IMA Advisory Services
Colorado
$2.75M -$2.1K -5 -0.1%
48 49
50
51 52