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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1451
CM Wealth Advisors
Ohio
$4.65M -$461K -921 -9%
SWM
1452
Stockman Wealth Management
Montana
$4.64M -$163K -325 -4%
BPC
1453
Banque Pictet & Cie
Switzerland
$4.62M – – –
MWPCG
1454
Measured Wealth Private Client Group
New Hampshire
$4.62M -$160K -319 -4%
ARC
1455
Advisor Resource Council
Texas
$4.6M -$1.08M -2,156 -18%
MSAGDF
1456
Moneda SA Administradora General de Fondos
Chile
$4.57M – – –
LWM
1457
Lakeridge Wealth Management
Ohio
$4.57M +$734K +1,466 +20%
VF
1458
Vawter Financial
Ohio
$4.5M -$101K -202 -2%
AWAU
1459
Alliance Wealth Advisors (Utah)
Utah
$4.5M +$568K +1,135 +15%
ACG
1460
Allen Capital Group
Nebraska
$4.49M -$96.1K -192 -2%
APWM
1461
Atlas Private Wealth Management
New York
$4.49M +$49.5K +99 +1%
SSWG
1462
Seven Springs Wealth Group
Tennessee
$4.47M -$65.5K -131 -2%
FCB
1463
First County Bank
Connecticut
$4.47M +$176K +351 +4%
PWG
1464
Portside Wealth Group
Utah
$4.47M -$2.46M -4,926 -37%
BBPWM
1465
Blue Bell Private Wealth Management
Pennsylvania
$4.47M -$212K -424 -5%
CLOS
1466
Compagnie Lombard Odier SCmA
Switzerland
$4.45M +$423K +845 +11%
MCM
1467
Mitchell Capital Management
Kansas
$4.44M -$246K -491 -5%
FFM
1468
Forum Financial Management
Illinois
$4.44M +$117K +234 +3%
PCA
1469
Prosperity Capital Advisors
Ohio
$4.43M -$3.67M -7,335 -47%
NRG
1470
Nemes Rush Group
Michigan
$4.42M -$4.03M -8,058 -49%
SP
1471
Successful Portfolios
Florida
$4.41M +$289K +577 +7%
MCI
1472
MRP Capital Investments
Georgia
$4.4M -$694K -1,387 -14%
4WM
1473
49 Wealth Management
Texas
$4.39M -$294K -587 -7%
FPTW
1474
Franklin, Parlapiano, Turner & Welch
Texas
$4.39M – – –
RMAM
1475
Raab & Moskowitz Asset Management
New Jersey
$4.38M -$147K -293 -3%
57 58
59
60 61