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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
1301
Freestone Capital Holdings
Washington
$1.14M +$86.3K +279 +9%
KLCM
1302
KG&L Capital Management
Louisiana
$1.14M +$8.36K +27 +0.8%
IIM
1303
Ipswich Investment Management
Massachusetts
$1.14M +$34.4K +111 +3%
ECG
1304
EPIQ Capital Group
California
$1.14M +$1.09M +3,514 New
SWK
1305
Stephen W. Kidder
$1.13M – – –
PCIA
1306
Prime Capital Investment Advisors
Kansas
$1.13M +$6.5K +21 +0.6%
FWIA
1307
Fort Washington Investment Advisors
Ohio
$1.13M +$619 +2 +0.1%
AWM
1308
Altium Wealth Management
New York
$1.12M +$62.8K +203 +6%
PPCM
1309
Pillar Pacific Capital Management
California
$1.11M +$63.4K +205 +6%
LOPW
1310
Live Oak Private Wealth
North Carolina
$1.11M +$1.07M +3,445 New
FFG
1311
Ford Financial Group
California
$1.11M +$697K +2,253 +189%
WAOTB
1312
Wealth Advisors of Tampa Bay
Florida
$1.11M -$55.7K -180 -5%
AW
1313
Avion Wealth
Texas
$1.1M +$309 +1 +0%
MFW
1314
Mosaic Family Wealth
Missouri
$1.09M – – –
MFG
1315
MidWestOne Financial Group
Iowa
$1.09M +$1.04M +3,375 New
IWA
1316
Inspirion Wealth Advisors
Illinois
$1.09M +$141K +455 +16%
FBFS
1317
First Business Financial Services
Wisconsin
$1.08M – – –
SFG
1318
SevenBridge Financial Group
Pennsylvania
$1.07M +$197K +635 +24%
CCM
1319
Colorado Capital Management
Colorado
$1.06M -$14.2K -46 -1%
HCM
1320
Hengehold Capital Management
Ohio
$1.06M -$121K -391 -11%
KL
1321
KWMG LLC
Kansas
$1.06M +$110K +357 +12%
CFS
1322
Cannon Financial Strategists
Georgia
$1.05M -$69.6K -225 -7%
P
1323
&Partners
Tennessee
$1.04M -$74.3K -240 -7%
IP
1324
Intellectus Partners
California
$1.04M -$16.7K -54 -2%
GIA
1325
GHP Investment Advisors
Colorado
$1.04M +$5.88K +19 +0.6%
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