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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
1501
C.M. Bidwell & Associates
Hawaii
$6.89M -$259K -402 -4%
MSAM
1502
Moloney Securities Asset Management
Missouri
$6.85M -$42.5K -66 -0.6%
BWA
1503
Bestgate Wealth Advisors
Maryland
$6.84M -$183K -284 -3%
FA
1504
FDx Advisors
Illinois
$6.82M -$341K -530 -5%
GIA
1505
Guyasuta Investment Advisors
Pennsylvania
$6.81M -$181K -281 -3%
VPW
1506
Variant Private Wealth
Virginia
$6.78M +$8.37K +13 +0.1%
PWM
1507
Power Wealth Management
Georgia
$6.77M -$14.8K -23 -0.2%
NAAA
1508
New Age Alpha Advisors
New York
$6.77M -$226K -351 -3%
KPWM
1509
KDK Private Wealth Management
Texas
$6.76M +$294K +457 +5%
PCM
1510
Presidio Capital Management
California
$6.76M +$304K +472 +5%
CPRC
1511
Consolidated Portfolio Review Corp
New York
$6.74M +$2M +3,099 +44%
OMC
1512
Old Mission Capital
Illinois
$6.73M -$38.1M -59,087 -85%
NC
1513
NovaPoint Capital
Georgia
$6.72M +$313K +486 +5%
SC
1514
Steph & Co
Wisconsin
$6.72M -$6.44K -10 -0.1%
CCA
1515
Cadent Capital Advisors
Oklahoma
$6.7M -$120K -186 -2%
GWP
1516
Gen-Wealth Partners
Michigan
$6.68M -$514K -798 -7%
WSFG
1517
Wall Street Financial Group
Illinois
$6.67M -$493K -765 -7%
FNBOO
1518
First National Bank of Omaha
Nebraska
$6.65M – – –
TCM
1519
Triumph Capital Management
Colorado
$6.64M +$208K +323 +3%
SHM
1520
Sagard Holdings Management
Ontario, Canada
$6.63M – – –
PI
1521
Pachira Investments
California
$6.62M +$6.37M +9,897 New
SAM
1522
Strategy Asset Managers
California
$6.62M +$288K +447 +5%
LSPW
1523
Lake Street Private Wealth
Illinois
$6.62M -$836K -1,298 -12%
GWS
1524
Glassman Wealth Services
Virginia
$6.61M – – –
JAG
1525
Journey Advisory Group
Kentucky
$6.6M -$124K -193 -2%
59 60
61
62 63