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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1526
Aspen Investment Management
Michigan
$2.53M +$843 +2 +0%
CFA
1527
Cahill Financial Advisors
Minnesota
$2.53M -$1.19M -2,825 -33%
FC
1528
Financial Consulate
Maryland
$2.53M -$165K -392 -6%
LSA
1529
Lion Street Advisors
Texas
$2.52M -$331K -786 -13%
ADL
1530
Asset Dedication LLC
California
$2.52M +$443K +1,051 +23%
TDWM
1531
Topel & Distasi Wealth Management
California
$2.51M – – –
DI
1532
Disciplined Investments
Oklahoma
$2.51M -$717K -1,701 -23%
CA
1533
CapWealth Advisors
Tennessee
$2.5M -$98.2K -233 -4%
IF
1534
Intrua Financial
Texas
$2.5M +$59.4K +141 +3%
HKIMG
1535
Hutchens & Kramer Investment Management Group
Indiana
$2.5M +$594K +1,409 +34%
CF
1536
Corrigan Financial
Rhode Island
$2.49M -$36.2K -86 -2%
NRI
1537
NFP Retirement Inc
California
$2.49M -$4.74M -11,238 -67%
CC
1538
Cypress Capital
Tennessee
$2.49M +$1.17M +2,787 +100%
BDF
1539
Black Diamond Financial
Maryland
$2.48M – – –
CTFG
1540
Capstone Triton Financial Group
Oklahoma
$2.47M -$57.7K -137 -2%
NRC
1541
New Republic Capital
North Carolina
$2.47M -$75.9K -180 -3%
CSPAM
1542
Cary Street Partners Asset Management
Virginia
$2.44M -$98.2K -233 -4%
FRA
1543
Frank Rimerman Advisors
California
$2.43M -$67K -159 -3%
OCFG
1544
O'Connor Financial Group
Illinois
$2.42M +$8.43K +20 +0.4%
PA
1545
Procyon Advisors
Connecticut
$2.41M -$1.07M -2,549 -32%
IIM
1546
Ipswich Investment Management
Massachusetts
$2.41M +$198K +469 +10%
JIR
1547
James Investment Research
Ohio
$2.41M -$3.37K -8 -0.1%
DC
1548
Darrow Company
Massachusetts
$2.4M -$4.64K -11 -0.2%
TWP
1549
TFO Wealth Partners
Ohio
$2.4M – – –
FAAM
1550
First Ascent Asset Management
Colorado
$2.4M -$47.6K -113 -2%
60 61
62
63 64