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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1576
Retirement Group
California
$1.44M -$1.16M -2,914 -42%
LOPW
1577
Live Oak Private Wealth
North Carolina
$1.43M +$78.7K +197 +5%
NAM
1578
NTV Asset Management
West Virginia
$1.43M – – –
WAM
1579
WNY Asset Management
New York
$1.43M +$399 +1 +0%
DP
1580
Denver PWM
Colorado
$1.42M -$7.99K -20 -0.5%
WFA
1581
Wells Financial Advisors
Massachusetts
$1.42M -$5.19K -13 -0.3%
FMI
1582
Fiduciary Management Inc
Wisconsin
$1.42M -$1.42M -3,552 -47%
PWM
1583
Paulson Wealth Management
Illinois
$1.42M +$9.98K +25 +0.6%
AWM
1584
Angeles Wealth Management
California
$1.41M – – –
API
1585
Advisor Partners II
California
$1.41M +$1.57M +3,933 New
TFA
1586
Trinity Financial Advisors
Ohio
$1.41M +$1.57M +3,920 New
SB
1587
Sunflower Bank
Texas
$1.4M -$779K -1,950 -33%
PP
1588
Pacifica Partners
Canada
$1.4M -$12.4K -31 -0.8%
MIM
1589
Montgomery Investment Management
Maryland
$1.4M – – –
FAM
1590
Formidable Asset Management
Ohio
$1.4M -$99.8K -250 -6%
MIM
1591
Macroview Investment Management
Maryland
$1.4M -$18.8K -47 -1%
GA
1592
Greenspring Advisors
Maryland
$1.39M +$197K +493 +15%
TWM
1593
Thrive Wealth Management
Pennsylvania
$1.39M -$113K -283 -7%
WTA
1594
Washington Trust Advisors
Massachusetts
$1.39M – – –
W
1595
Wealthquest
Ohio
$1.39M -$383K -958 -20%
CCM
1596
Crew Capital Management
Ohio
$1.38M +$154K +386 +11%
IPW
1597
Intergy Private Wealth
Colorado
$1.38M -$37.9K -95 -2%
FA
1598
Financial Advisors
Massachusetts
$1.38M +$471K +1,179 +44%
FP
1599
Financial Perspectives
Minnesota
$1.38M +$787K +1,972 +105%
DLHL
1600
Donald L. Hagan LLC
Florida
$1.38M -$161K -403 -9%
62 63
64
65 66