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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1501
Warner Financial
Maryland
$2.65M +$2.95K +7 +0.1%
LWM
1502
Lyell Wealth Management
California
$2.65M +$63.2K +150 +3%
SNB
1503
Security National Bank
Nebraska
$2.64M +$180K +426 +8%
CSIC
1504
Clifford Swan Investment Counsel
California
$2.63M – – –
ECA
1505
Elevated Capital Advisors
Utah
$2.63M +$164K +389 +7%
SBLIC
1506
Security Benefit Life Insurance Company
Kansas
$2.63M -$12M -28,500 -83%
DWP
1507
Destiny Wealth Partners
Florida
$2.62M -$54.8K -130 -2%
MIM
1508
Macroview Investment Management
Maryland
$2.62M +$152K +361 +7%
GGS
1509
Galvin Gaustad & Stein
Arizona
$2.62M -$122K -289 -5%
GFPC
1510
Global Financial Private Client
Florida
$2.6M -$13.9K -33 -0.6%
MCA
1511
Magnolia Capital Advisors
Mississippi
$2.6M -$2.53K -6 -0.1%
VWM
1512
Vigilare Wealth Management
Arizona
$2.6M -$91K -216 -4%
ATWA
1513
Arbor Trust Wealth Advisors
Michigan
$2.59M -$94.4K -224 -4%
SWM
1514
Stockman Wealth Management
Montana
$2.59M -$195K -463 -7%
GIA
1515
Guyasuta Investment Advisors
Pennsylvania
$2.58M -$33.3K -79 -1%
SCM
1516
Schnieders Capital Management
California
$2.58M – – –
SDWMA
1517
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.57M -$86.4K -205 -3%
MIFH
1518
Migdal Insurance & Financial Holdings
Israel
$2.56M -$841K -1,995 -26%
CL
1519
COWA LLC
Oklahoma
$2.55M -$4M -9,486 -62%
PWMA
1520
Pension & Wealth Management Advisors
Massachusetts
$2.55M -$1.31M -3,109 -54%
SC
1521
Sepio Capital
Utah
$2.55M – – –
CWM
1522
Concentric Wealth Management
California
$2.54M -$32K -76 -1%
SP
1523
Successful Portfolios
Florida
$2.54M -$979K -2,324 -29%
AIM
1524
Aspen Investment Management
Michigan
$2.53M +$843 +2 +0%
CFA
1525
Cahill Financial Advisors
Minnesota
$2.53M -$1.19M -2,825 -33%
59 60
61
62 63