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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1451
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.45M +$87.4K +218 +4%
OC
1452
Oakworth Capital
Alabama
$2.45M -$48.1K -120 -2%
CCP
1453
Clarkston Capital Partners
Michigan
$2.45M -$45.7K -114 -2%
WF
1454
Warner Financial
Maryland
$2.44M +$31.3K +78 +1%
DWM
1455
Drive Wealth Management
Utah
$2.44M +$1.48M +3,691 +164%
SWA
1456
Strata Wealth Advisors
Texas
$2.44M +$39.3K +98 +2%
CSIC
1457
Clifford Swan Investment Counsel
California
$2.43M -$90.6K -226 -4%
DWP
1458
Destiny Wealth Partners
Florida
$2.43M -$1.17M -2,927 -33%
GFPC
1459
Global Financial Private Client
Florida
$2.42M -$1.01M -2,510 -30%
RF
1460
RHS Financial
California
$2.41M -$184K -458 -7%
GIA
1461
Guyasuta Investment Advisors
Pennsylvania
$2.41M -$1.45M -3,622 -38%
CA
1462
CapWealth Advisors
Tennessee
$2.41M -$49.3K -123 -2%
MCA
1463
Magnolia Capital Advisors
Mississippi
$2.4M -$29.7K -74 -1%
CI
1464
Cavalier Investments
Georgia
$2.4M -$2.48M -6,183 -51%
ACI
1465
Alpha Cubed Investments
California
$2.39M -$12.8K -32 -0.5%
RDWM
1466
Red Door Wealth Management
Tennessee
$2.39M -$257K -642 -10%
TSS
1467
Two Sigma Securities
New York
$2.39M +$1.61M +4,018 +224%
LCM
1468
Liberty Capital Management
Michigan
$2.38M +$11.6K +29 +0.5%
WPA
1469
West Paces Advisors
Georgia
$2.38M -$19.6K -49 -0.8%
LWM
1470
Lyell Wealth Management
California
$2.38M +$186K +464 +9%
FBFS
1471
First Business Financial Services
Wisconsin
$2.38M – – –
SCM
1472
Schnieders Capital Management
California
$2.38M – – –
CPFP
1473
Clear Perspectives Financial Planning
Ohio
$2.38M -$1.2K -3 -0.1%
CWM
1474
Concentric Wealth Management
California
$2.37M +$15.2K +38 +0.7%
CL
1475
COWA LLC
Oklahoma
$2.36M +$3.36M +8,393 +123%
57 58
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60 61