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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1501
Alpha Cubed Investments
California
$2.25M +$54.4K +141 +2%
WPA
1502
West Paces Advisors
Georgia
$2.24M +$388K +1,006 +21%
CWG
1503
Crown Wealth Group
North Carolina
$2.24M -$100K -259 -4%
SWA
1504
Strata Wealth Advisors
Texas
$2.24M +$2.25M +5,830 New
SFWA
1505
Summit Financial Wealth Advisors
Louisiana
$2.24M +$1.91M +4,937 +555%
RCM
1506
RNC Capital Management
California
$2.23M +$2.24M +5,805 New
FBFS
1507
First Business Financial Services
Wisconsin
$2.22M – – –
PCA
1508
Prosperity Capital Advisors
Ohio
$2.22M +$2.23M +5,785 New
CPFP
1509
Clear Perspectives Financial Planning
Ohio
$2.22M -$12K -31 -0.5%
SCM
1510
Schnieders Capital Management
California
$2.22M +$1M +2,602 +82%
LCM
1511
Liberty Capital Management
Michigan
$2.22M -$92.6K -240 -4%
SDWMA
1512
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.21M +$5.4K +14 +0.2%
CWM
1513
Concentric Wealth Management
California
$2.2M +$453K +1,175 +26%
TCBWMS
1514
Texas Capital Bank Wealth Management Services
Texas
$2.2M -$543K -1,406 -20%
OPA
1515
Old Port Advisors
Maine
$2.2M +$730K +1,891 +49%
CTFG
1516
Capstone Triton Financial Group
Oklahoma
$2.19M +$1.46M +3,781 +196%
OWP
1517
Obermeyer Wealth Partners
Colorado
$2.19M – – –
DC
1518
Darrow Company
Massachusetts
$2.19M -$18.1K -47 -0.8%
AIM
1519
Aspen Investment Management
Michigan
$2.19M -$7.33K -19 -0.3%
EDRH
1520
Edmond de Rothschild Holding
Switzerland
$2.19M +$283K +733 +15%
PB
1521
Pinnacle Bancorp
Nebraska
$2.18M -$7.72K -20 -0.4%
WI
1522
Wedgewood Investors
Pennsylvania
$2.18M – – –
BMWM
1523
Brown Miller Wealth Management
Virginia
$2.17M +$772K +2,000 +55%
FP
1524
Financial Perspectives
Minnesota
$2.17M +$692K +1,794 +47%
ME
1525
McIlrath & Eck
Washington
$2.17M -$83.4K -216 -4%
59 60
61
62 63