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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1301
Weaver Consulting Group
California
$2.7M -$30.3K -76 -1%
RC
1302
RegentAtlantic Capital
New Jersey
$2.7M -$369K -923 -11%
WWP
1303
WR Wealth Planners
Missouri
$2.68M +$16.8K +42 +0.6%
BWM
1304
BerganKDV Wealth Management
Minnesota
$2.68M -$407K -1,019 -12%
TCM
1305
Triumph Capital Management
Colorado
$2.68M +$1.04M +2,608 +54%
VWM
1306
Valley Wealth Managers
New Jersey
$2.67M +$28K +70 +0.9%
VWA
1307
V Wealth Advisors
Kansas
$2.63M -$434K -1,088 -13%
TFP
1308
Triune Financial Partners
Kansas
$2.62M +$12K +30 +0.4%
TIM
1309
Total Investment Management
Arizona
$2.62M +$41.9K +105 +1%
RT
1310
Rockland Trust
Massachusetts
$2.61M -$324K -812 -10%
CCM
1311
Condor Capital Management
New Jersey
$2.6M +$114K +286 +4%
CCM
1312
Cohen Capital Management
California
$2.6M – – –
NIM
1313
Northeast Investment Management
Massachusetts
$2.58M – – –
RFG
1314
Range Financial Group
Oregon
$2.58M +$95.4K +239 +3%
MWM
1315
Marietta Wealth Management
Georgia
$2.58M -$234K -587 -8%
NEPWA
1316
New England Private Wealth Advisors
Massachusetts
$2.58M +$97K +243 +4%
BFA
1317
Beacon Financial Advisory
Ohio
$2.57M -$651K -1,630 -19%
GGS
1318
Galvin Gaustad & Stein
Arizona
$2.56M -$91K -228 -3%
CT
1319
Caldwell Trust
Florida
$2.56M – – –
AIA
1320
Armor Investment Advisors
North Carolina
$2.56M +$969K +2,426 +51%
AA
1321
Auxano Advisors
Washington
$2.56M +$2.45M +6,137 +612%
TCBWMS
1322
Texas Capital Bank Wealth Management Services
Texas
$2.56M – – –
SI
1323
Stephens Inc
Arkansas
$2.54M -$100K -251 -3%
EAM
1324
Evanson Asset Management
California
$2.54M +$28K +70 +1%
WFA
1325
WestHill Financial Advisors
California
$2.53M +$399 +1 +0%
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