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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1501
Peterson Wealth Advisors
Utah
$6.28M +$1.21M +2,044 +24%
FMP
1502
Financial Management Professionals
Texas
$6.25M +$69.8K +118 +1%
VAM
1503
Verity Asset Management
North Carolina
$6.22M -$6.29M -10,628 -50%
PCA
1504
PMV Capital Advisers
Texas
$6.22M +$6.26M +10,571 New
BPWM
1505
Badgley Phelps Wealth Managers
Washington
$6.21M +$64.5K +109 +1%
CCA
1506
Cadent Capital Advisors
Oklahoma
$6.2M -$236K -399 -4%
GS
1507
GWN Securities
Florida
$6.19M +$6.1M +10,299 New
HFRG
1508
Houlihan Financial Resource Group
Virginia
$6.18M -$75.8K -128 -1%
FAM
1509
Forte Asset Management
New York
$6.17M -$83.5K -141 -1%
QPWM
1510
Quadrant Private Wealth Management
Pennsylvania
$6.17M +$1.01M +1,702 +19%
SMG
1511
Smart Money Group
Texas
$6.17M +$10.1K +17 +0.2%
WCM
1512
Winthrop Capital Management
Indiana
$6.14M +$6.15M +10,389 New
SAW
1513
Signal Advisors Wealth
Michigan
$6.13M -$2.56M -4,324 -29%
SIC
1514
Salem Investment Counselors
North Carolina
$6.12M -$232K -392 -4%
RW
1515
Rede Wealth
Virginia
$6.12M -$103K -174 -2%
LWM
1516
Lakeridge Wealth Management
Ohio
$6.09M +$255K +430 +4%
ZIG
1517
Zurich Insurance Group
Switzerland
$6.08M +$6.08M +10,270 New
M
1518
MOTCO
Texas
$6.08M +$330K +558 +6%
SWA
1519
Strategies Wealth Advisors
Michigan
$6.06M -$301K -509 -5%
1IA
1520
1834 Investment Advisors
Wisconsin
$6.06M -$807K -1,364 -12%
MSAM
1521
Moloney Securities Asset Management
Missouri
$6.04M -$137K -232 -2%
GIA
1522
Guyasuta Investment Advisors
Pennsylvania
$6.03M +$350K +592 +6%
SFPG
1523
Stonebridge Financial Planning Group
Florida
$6.03M -$11.2K -19 -0.2%
BL
1524
BFSG LLC
California
$6.01M -$581K -982 -9%
CIA
1525
Compass Ion Advisors
Pennsylvania
$5.99M -$231K -390 -4%
59 60
61
62 63