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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1526
Joel Isaacson & Co
New York
$2.23M -$28.1K -61 -1%
TWM
1527
Tolleson Wealth Management
Texas
$2.22M – – –
SRC
1528
Sage Rhino Capital
California
$2.22M – – –
RRA
1529
Round Rock Advisors
Connecticut
$2.21M +$2.13M +4,628 New
WFA
1530
Wells Financial Advisors
Massachusetts
$2.21M -$240K -520 -10%
CCA
1531
Clearwater Capital Advisors
Illinois
$2.2M +$461 +1 +0%
MFG
1532
Magnus Financial Group
New York
$2.2M +$204K +442 +11%
NRI
1533
NFP Retirement Inc
California
$2.19M +$612K +1,328 +41%
DC
1534
Darrow Company
Massachusetts
$2.19M +$2.12M +4,591 New
DPI
1535
Diversified Portfolios Inc
Michigan
$2.18M -$43.8K -95 -2%
SFO
1536
Stokes Family Office
Louisiana
$2.18M +$39.6K +86 +2%
W
1537
Wealthquest
Ohio
$2.18M +$114K +248 +6%
VC
1538
Veracity Capital
Georgia
$2.17M +$143K +311 +7%
AC
1539
AlphaCore Capital
California
$2.16M -$5.53K -12 -0.3%
TCWM
1540
Total Clarity Wealth Management
Illinois
$2.16M +$74.2K +161 +4%
MGI
1541
MayTech Global Investments
New York
$2.15M +$799K +1,734 +63%
ZIC
1542
ZWJ Investment Counsel
Georgia
$2.13M -$91.7K -199 -4%
AFA
1543
Arlington Financial Advisors
California
$2.11M +$126K +274 +7%
WAM
1544
WNY Asset Management
New York
$2.1M -$53.9K -117 -3%
DP
1545
Denver PWM
Colorado
$2.08M +$17.1K +37 +0.9%
PWPS
1546
Pinnacle Wealth Planning Services
Ohio
$2.08M -$19.8K -43 -1%
AIP
1547
ARS Investment Partners
New York
$2.07M +$3.69K +8 +0.2%
MFIMFI
1548
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.07M – – –
HCA
1549
Harbour Capital Advisors
Virginia
$2.06M +$384K +833 +24%
MMHP
1550
Murphy Middleton Hinkle & Parker
Georgia
$2.06M +$24K +52 +1%
60 61
62
63 64