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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1526
Congress Asset Management
Massachusetts
$2.45M +$2.25M +5,035 +764%
AIM
1527
Aspen Investment Management
Michigan
$2.44M +$9.84K +22 +0.4%
CFA
1528
Cahill Financial Advisors
Minnesota
$2.44M -$447 -1 -0%
BMWM
1529
Brown Miller Wealth Management
Virginia
$2.43M +$508K +1,136 +25%
HCA
1530
Harbour Capital Advisors
Virginia
$2.43M +$165K +369 +7%
TDWM
1531
Topel & Distasi Wealth Management
California
$2.42M – – –
PFBT
1532
Parkside Financial Bank & Trust
Missouri
$2.42M +$707K +1,580 +39%
FA
1533
Forefront Analytics
Pennsylvania
$2.41M -$355K -793 -12%
NRI
1534
NFP Retirement Inc
California
$2.4M +$2.24K +5 +0.1%
TWP
1535
TFO Wealth Partners
Ohio
$2.4M – – –
TCM
1536
Traynor Capital Management
Pennsylvania
$2.4M +$319K +714 +15%
BDF
1537
Black Diamond Financial
Maryland
$2.4M +$10.7K +24 +0.4%
NL
1538
Navalign LLC
California
$2.39M +$2.23M +4,975 +828%
IF
1539
Intrua Financial
Texas
$2.39M -$21K -47 -0.8%
IIM
1540
Ipswich Investment Management
Massachusetts
$2.39M +$68.9K +154 +3%
ATWA
1541
Arbor Trust Wealth Advisors
Michigan
$2.38M -$136K -305 -5%
CCA
1542
Column Capital Advisors
Indiana
$2.37M +$167K +373 +7%
SSW
1543
Stone Summit Wealth
Florida
$2.37M +$90.4K +202 +4%
CGPCS
1544
Capital Group Private Client Services
California
$2.37M +$502K +1,122 +26%
FCM
1545
Fortis Capital Management
Washington
$2.36M +$170K +381 +7%
AP
1546
Arlington Partners
Alabama
$2.36M +$453K +1,012 +23%
AT
1547
Arlington Trust
Alabama
$2.36M +$2.46M +5,498 New
GFPC
1548
Global Financial Private Client
Florida
$2.34M -$166K -372 -6%
FRA
1549
Frank Rimerman Advisors
California
$2.34M – – –
PWMA
1550
Pension & Wealth Management Advisors
Massachusetts
$2.32M +$1.25M +2,795 +108%
60 61
62
63 64