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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DMIC
1576
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.5M +$1.45M +3,517 +783%
WFA
1577
Wells Financial Advisors
Massachusetts
$1.5M -$280K -680 -15%
OWP
1578
Obermeyer Wealth Partners
Colorado
$1.5M +$1.26M +3,058 +342%
IPW
1579
Intergy Private Wealth
Colorado
$1.5M -$121K -294 -7%
LWANC
1580
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.49M +$53.9K +131 +3%
MIM
1581
Macroview Investment Management
Maryland
$1.49M -$90.9K -221 -5%
AWM
1582
Angeles Wealth Management
California
$1.49M +$363K +883 +29%
HAS
1583
HBW Advisory Services
California
$1.49M +$3.7K +9 +0.2%
PWM
1584
Paulson Wealth Management
Illinois
$1.49M +$21K +51 +1%
LWM
1585
Laidlaw Wealth Management
New York
$1.49M -$334K -812 -17%
SC
1586
Stephens Consulting
Michigan
$1.48M +$95.4K +232 +6%
DP
1587
Denver PWM
Colorado
$1.48M -$35K -85 -2%
MIM
1588
Montgomery Investment Management
Maryland
$1.48M – – –
ACP
1589
Ashfield Capital Partners
California
$1.47M -$170K -413 -10%
WTA
1590
Washington Trust Advisors
Massachusetts
$1.47M -$89.3K -217 -5%
RBFC
1591
Roman Butler Fullerton & Co
Missouri
$1.47M -$38.3K -93 -2%
CRCM
1592
Corbett Road Capital Management
Virginia
$1.47M -$469K -1,139 -23%
MCM
1593
McRae Capital Management
New Jersey
$1.45M – – –
PP
1594
Pacifica Partners
Canada
$1.45M -$823 -2 -0.1%
IFWM
1595
Institute for Wealth Management
Colorado
$1.45M – – –
LWCFA
1596
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.45M +$864K +2,101 +122%
JWM
1597
JFG Wealth Management
Colorado
$1.45M -$105K -255 -6%
LA
1598
LexAurum Advisors
Kansas
$1.44M -$278K -677 -15%
MA
1599
MONECO Advisors
Connecticut
$1.44M -$11.9K -29 -0.8%
LOPW
1600
Live Oak Private Wealth
North Carolina
$1.44M -$48.5K -118 -3%
62 63
64
65 66