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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1576
Asset Dedication LLC
California
$1.44M +$1.61M +4,020 New
HAS
1577
HBW Advisory Services
California
$1.44M +$32.3K +81 +2%
RG
1578
Retirement Group
California
$1.44M -$1.16M -2,914 -42%
LOPW
1579
Live Oak Private Wealth
North Carolina
$1.43M +$78.7K +197 +5%
NAM
1580
NTV Asset Management
West Virginia
$1.43M – – –
WAM
1581
WNY Asset Management
New York
$1.43M +$399 +1 +0%
DP
1582
Denver PWM
Colorado
$1.42M -$7.99K -20 -0.5%
WFA
1583
Wells Financial Advisors
Massachusetts
$1.42M -$5.19K -13 -0.3%
FMI
1584
Fiduciary Management Inc
Wisconsin
$1.42M -$1.42M -3,552 -47%
PWM
1585
Paulson Wealth Management
Illinois
$1.42M +$9.98K +25 +0.6%
AWM
1586
Angeles Wealth Management
California
$1.41M – – –
API
1587
Advisor Partners II
California
$1.41M +$1.57M +3,933 New
TFA
1588
Trinity Financial Advisors
Ohio
$1.41M +$1.57M +3,920 New
SB
1589
Sunflower Bank
Texas
$1.4M -$779K -1,950 -33%
PP
1590
Pacifica Partners
Canada
$1.4M -$12.4K -31 -0.8%
MIM
1591
Montgomery Investment Management
Maryland
$1.4M – – –
FAM
1592
Formidable Asset Management
Ohio
$1.4M -$99.8K -250 -6%
MIM
1593
Macroview Investment Management
Maryland
$1.4M -$18.8K -47 -1%
GA
1594
Greenspring Advisors
Maryland
$1.39M +$197K +493 +15%
TWM
1595
Thrive Wealth Management
Pennsylvania
$1.39M -$113K -283 -7%
WTA
1596
Washington Trust Advisors
Massachusetts
$1.39M – – –
W
1597
Wealthquest
Ohio
$1.39M -$383K -958 -20%
CCM
1598
Crew Capital Management
Ohio
$1.38M +$154K +386 +11%
IPW
1599
Intergy Private Wealth
Colorado
$1.38M -$37.9K -95 -2%
FA
1600
Financial Advisors
Massachusetts
$1.38M +$471K +1,179 +44%
62 63
64
65 66