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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1301
Goodwin Investment Advisory
Georgia
$3.5M +$141K +366 +4%
SSWG
1302
Seven Springs Wealth Group
Tennessee
$3.48M -$2.7K -7 -0.1%
CFA
1303
Cahill Financial Advisors
Minnesota
$3.46M -$1.76M -4,559 -34%
JIC
1304
Joel Isaacson & Co
New York
$3.45M +$1.09M +2,834 +46%
SJIM
1305
St. Johns Investment Management
Florida
$3.43M +$81.8K +212 +2%
WWM
1306
WJ Wealth Management
Arizona
$3.43M -$208K -540 -6%
SIC
1307
Salem Investment Counselors
North Carolina
$3.42M +$67.1K +174 +2%
VCM
1308
Virtue Capital Management
Tennessee
$3.41M -$963K -2,496 -22%
CL
1309
CIM LLC
New York
$3.41M +$1.03M +2,660 +47%
PJSIMP
1310
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.4M -$102K -264 -3%
BFO
1311
Boston Family Office
Massachusetts
$3.4M +$440K +1,139 +15%
DWP
1312
Destiny Wealth Partners
Florida
$3.39M -$179K -464 -5%
BFC
1313
Bedel Financial Consulting
Indiana
$3.37M -$83K -215 -2%
FC
1314
Forte Capital
New York
$3.36M -$55.2K -143 -2%
PWP
1315
Private Wealth Partners
California
$3.36M +$3.38M +8,746 New
BHIC
1316
Bassett Hargrove Investment Counsel
Delaware
$3.35M – – –
WMA
1317
Wealth Management Associates
New Jersey
$3.33M -$458K -1,186 -12%
KAM
1318
Knightsbridge Asset Management
California
$3.32M -$97.3K -252 -3%
PAM
1319
PVG Asset Management
Colorado
$3.31M -$222K -574 -6%
QCIG
1320
Quad-Cities Investment Group
Iowa
$3.31M +$167K +434 +5%
SFG
1321
Summit Financial Group
West Virginia
$3.3M -$76.8K -199 -2%
SAM
1322
Strategy Asset Managers
California
$3.3M +$347K +900 +12%
MIA
1323
Milestone Investment Advisors
Wisconsin
$3.29M +$3.31M +8,572 New
MCM
1324
Mitchell Capital Management
Kansas
$3.29M -$13.5K -35 -0.4%
AIA
1325
Armor Investment Advisors
North Carolina
$3.27M +$528K +1,369 +19%
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