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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1551
Main Management
California
$506K -$294 -1 -0.1%
RFA
1552
Reilly Financial Advisors
California
$504K -$85.7K -292 -15%
CS
1553
Cannell & Spears
New York
$503K – – –
AW
1554
Avion Wealth
Texas
$502K -$46.4K -158 -9%
LWA
1555
Lenox Wealth Advisors
New York
$502K +$118K +402 +33%
MWM
1556
Meridian Wealth Management
Kentucky
$501K +$11.5K +39 +2%
ACA
1557
Aptus Capital Advisors
Alabama
$500K +$96.6K +329 +26%
CIP
1558
Chartwell Investment Partners
Pennsylvania
$500K +$474K +1,616 New
MAA
1559
Matrix Asset Advisors
New York
$491K – – –
PFA
1560
Pathway Financial Advisors
Vermont
$491K – – –
I2I
1561
Insight 2811 Inc
Illinois
$491K +$10.9K +37 +2%
FNBOO
1562
First National Bank of Omaha
Nebraska
$490K -$23.5K -80 -5%
APWA
1563
Atlas Private Wealth Advisors
New Jersey
$489K +$463K +1,578 New
CANC
1564
Culbertson A N & Co
Virginia
$487K – – –
LOPW
1565
Live Oak Private Wealth
North Carolina
$485K -$238K -812 -34%
TFA
1566
TPG Financial Advisors
Oregon
$479K -$29.4K -100 -6%
PCM
1567
Prelude Capital Management
New York
$479K +$454K +1,546 New
RPSA
1568
Richard P. Slaughter Associates
Texas
$477K -$139K -474 -24%
MFM
1569
Mirsky Financial Management
New York
$472K -$54.9K -187 -11%
H
1570
HoyleCohen
California
$472K +$3.23K +11 +0.7%
BCMO
1571
Buckingham Capital Management (Ohio)
Ohio
$469K -$4.11K -14 -0.9%
SWM
1572
Southern Wealth Management
Texas
$466K -$2.64M -8,984 -86%
CFG
1573
Capstone Financial Group
Oklahoma
$466K -$9.4K -32 -2%
CCA
1574
Checchi Capital Advisers
California
$465K -$147K -500 -25%
EWA
1575
ERTS Wealth Advisors
Michigan
$463K -$326K -1,111 -43%
61 62
63
64 65