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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TK
1501
TIAA Kaspick
Massachusetts
$1.41M +$1.37M +3,277 New
CFS
1502
Cannon Financial Strategists
Georgia
$1.4M -$59.1K -141 -4%
LA
1503
Legacy Advisors
Pennsylvania
$1.4M – – –
BW
1504
Bison Wealth
Georgia
$1.39M -$8.38K -20 -0.6%
KCM
1505
Kornitzer Capital Management
Kansas
$1.39M +$580K +1,384 +75%
EGA
1506
E&G Advisors
Texas
$1.38M -$1.6M -3,819 Closed
KLCM
1507
KG&L Capital Management
Louisiana
$1.38M -$21.4K -51 -2%
WLPWM
1508
Walled Lake Planning & Wealth Management
Illinois
$1.38M +$26.8K +64 +2%
NEWAS
1509
N.E.W. Advisory Services
Wisconsin
$1.38M -$306K -731 -19%
PCMC
1510
Private Capital Management (Colorado)
Colorado
$1.37M -$9.63K -23 -0.7%
FPWM
1511
FSB Premier Wealth Management
Iowa
$1.37M -$674K -1,610 -34%
SAM
1512
Summit Asset Management
Tennessee
$1.37M -$31.4K -75 -2%
DLCIG
1513
D.L. Carlson Investment Group
New Hampshire
$1.37M – – –
CWM
1514
Cabot Wealth Management
Massachusetts
$1.37M -$119K -284 -8%
B
1515
Bellecapital
Switzerland
$1.37M – – –
CBT
1516
Capital Bank & Trust
California
$1.36M -$190K -454 -13%
BCM
1517
Brookmont Capital Management
Texas
$1.36M +$41.9K +100 +3%
XS
1518
XR Securities
Illinois
$1.36M +$1.32M +3,157 New
FBFS
1519
First Business Financial Services
Wisconsin
$1.36M – – –
CA
1520
Corrado Advisors
New Jersey
$1.35M +$6.28K +15 +0.5%
TA
1521
TrueWealth Advisors
Alabama
$1.35M +$224K +534 +20%
SCI
1522
Stableford Capital II
Arizona
$1.35M +$313K +747 +31%
SIS
1523
SVB Investment Services
Utah
$1.34M +$64.5K +154 +5%
SFG
1524
Sowa Financial Group
Rhode Island
$1.33M +$99.3K +237 +8%
TF
1525
TRH Financial
Iowa
$1.33M +$3.35K +8 +0.3%
59 60
61
62 63