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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1401
Smartleaf Asset Management
Massachusetts
$7.54M +$153K +259 +2%
PMFA
1402
Plante Moran Financial Advisors
Michigan
$7.54M -$1.79M -3,029 -19%
HFO
1403
Heritage Family Offices
Arizona
$7.52M -$135K -228 -2%
NCM
1404
Nelson Capital Management
California
$7.48M +$66.9K +113 +0.9%
SF
1405
Symphony Financial
Texas
$7.46M +$264K +446 +4%
SFP
1406
Sterling Financial Planning
New Jersey
$7.44M +$115K +195 +2%
PTP
1407
Platform Technology Partners
New York
$7.41M +$1.56M +2,630 +26%
CWM
1408
C2C Wealth Management
Arizona
$7.36M – – –
JIC
1409
Joel Isaacson & Co
New York
$7.35M +$43.2K +73 +0.6%
DWM
1410
Dogwood Wealth Management
Kansas
$7.34M – – –
SMI
1411
Shelter Mutual Insurance
Missouri
$7.33M – – –
BW
1412
Blalock Williams
Alabama
$7.33M +$7.37M +12,448 New
NP
1413
Nilsine Partners
Colorado
$7.33M +$1.05M +1,771 +17%
CA
1414
Cornerstone Advisors
North Carolina
$7.3M -$1.12M -1,900 -13%
P
1415
Pitcairn
Pennsylvania
$7.3M -$7.01M -11,840 -49%
WT
1416
Washington Trust
Rhode Island
$7.27M +$104K +175 +1%
CCG
1417
Catalina Capital Group
California
$7.26M +$52.7K +89 +0.7%
HSA
1418
HBK Sorce Advisory
Pennsylvania
$7.26M +$286K +483 +4%
PWM
1419
Power Wealth Management
Georgia
$7.24M -$534K -902 -7%
AWM
1420
Apex Wealth Management
New Hampshire
$7.23M +$7.27M +12,280 New
MFC
1421
Mechanics Financial Corp
Ohio
$7.23M +$231K +391 +3%
TS
1422
TradeWell Securities
Indiana
$7.21M +$7.25M +12,241 New
WAOI
1423
Wealth Advisors of Iowa
Iowa
$7.17M -$16K -27 -0.2%
WIA
1424
Wealthedge Investment Advisors
New York
$7.15M +$7.19M +12,152 New
AWA
1425
Aletheian Wealth Advisors
Washington
$7.12M -$26K -44 -0.4%
55 56
57
58 59