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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1501
RCS Financial Planning
Maryland
$8.32M +$19.7K +29 +0.2%
BIG
1502
Brooklyn Investment Group
New York
$8.3M +$5.81M +8,552 +247%
AIC
1503
Allodium Investment Consultants
Minnesota
$8.3M +$248K +365 +3%
WIA
1504
Wealthedge Investment Advisors
New York
$8.29M -$74.7K -110 -0.9%
CWS
1505
Confluence Wealth Services
Pennsylvania
$8.28M +$2.9M +4,274 +55%
CWP
1506
Cornerstone Wealth Partners
Michigan
$8.27M +$8.2M +12,076 New
BWMG
1507
Barnes Wealth Management Group
California
$8.25M +$166K +245 +2%
JCM
1508
Jacobi Capital Management
Pennsylvania
$8.25M -$109K -161 -1%
SIC
1509
Sterling Investment Counsel
New York
$8.24M +$134K +198 +2%
LOWM
1510
Laurel Oak Wealth Management
New Jersey
$8.24M +$8.17M +12,030 New
UCB
1511
United Community Bank
South Carolina
$8.24M -$10.2M -14,980 -55%
FFS
1512
Fortress Financial Solutions
Arizona
$8.24M +$538K +792 +7%
SMA
1513
Sage Mountain Advisors
Georgia
$8.21M -$8.15K -12 -0.1%
LIA
1514
Luken Investment Analytics
Tennessee
$8.2M -$215K -316 -3%
LFG
1515
Larson Financial Group
Missouri
$8.16M +$105K +154 +1%
SWM
1516
Scissortail Wealth Management
Oklahoma
$8.15M -$79.5K -117 -1%
OAC
1517
OMERS Administration Corp
Ontario, Canada
$8.15M – – –
WMWM
1518
Wilkins Miller Wealth Management
Alabama
$8.15M -$36K -53 -0.4%
KIA
1519
KCM Investment Advisors
California
$8.14M -$251K -369 -3%
KOC
1520
Koss-Olinger Consulting
Florida
$8.12M -$550K -810 -6%
PWP
1521
Prasad Wealth Partners
Ohio
$8.09M -$74K -109 -0.9%
TS
1522
TradeWell Securities
Indiana
$8.09M -$65.2K -96 -0.8%
CCG
1523
Catalina Capital Group
California
$8.08M +$233K +343 +3%
CIR
1524
Clear Investment Research
Georgia
$8.07M -$250K -368 -3%
GG
1525
Greenwood Gearhart
Arkansas
$8.07M -$1.48M -2,184 -16%
59 60
61
62 63