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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1251
Carret Asset Management
New York
$2.45M +$132K +342 +6%
BCA
1252
Bay Colony Advisors
Massachusetts
$2.45M -$611K -1,577 -20%
EWMCB
1253
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.44M +$171K +441 +8%
BBPWM
1254
Blue Bell Private Wealth Management
Pennsylvania
$2.43M -$80.9K -209 -3%
LA
1255
LexAurum Advisors
Kansas
$2.43M +$110K +284 +5%
NIM
1256
Northeast Investment Management
Massachusetts
$2.42M – – –
AIM
1257
Aspen Investment Management
Michigan
$2.42M -$58.1K -150 -2%
M
1258
MOTCO
Texas
$2.42M +$122K +315 +5%
HIM
1259
Hanlon Investment Management
New Jersey
$2.42M -$475K -1,228 -17%
CCMG
1260
Clark Capital Management Group
Pennsylvania
$2.42M +$1.22M +3,143 +107%
SB
1261
Strategic Blueprint
Georgia
$2.4M -$72.8K -188 -3%
MCA
1262
Magnolia Capital Advisors
Mississippi
$2.4M +$37.6K +97 +2%
LCM
1263
Liberty Capital Management
Michigan
$2.39M – – –
NIC
1264
Northwest Investment Counselors
Oregon
$2.39M -$13.9K -36 -0.6%
RRC
1265
Relaxing Retirement Coach
Massachusetts
$2.38M -$1.49M -3,843 -39%
DTC
1266
Davidson Trust Company
Washington
$2.38M – – –
CWM
1267
Concentric Wealth Management
California
$2.37M -$268K -692 -10%
WI
1268
Wedgewood Investors
Pennsylvania
$2.37M -$1.94K -5 -0.1%
ZF
1269
Zhang Financial
Michigan
$2.36M – – –
GAG
1270
GM Advisory Group
New York
$2.35M +$1.33M +3,440 +139%
TFS
1271
Thoroughbred Financial Services
Tennessee
$2.35M +$361K +933 +19%
WWM
1272
WJ Wealth Management
Arizona
$2.34M -$65.8K -170 -3%
ECM
1273
Exchange Capital Management
Michigan
$2.33M -$112K -289 -5%
TCPWM
1274
Traverso Chambers Private Wealth Management
California
$2.33M -$54.2K -140 -2%
MP
1275
McDonald Partners
Ohio
$2.33M +$20.1K +52 +0.9%
49 50
51
52 53