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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
1601
National Wealth Management Group
Ohio
$2.91M +$478K +1,068 +21%
AIA
1602
Arcadia Investment Advisors
Idaho
$2.9M -$35.4K -79 -1%
AIM
1603
Arcadia Investment Management
Michigan
$2.9M -$15.7K -35 -0.6%
JPWM
1604
Jamison Private Wealth Management
Georgia
$2.9M +$139K +310 +5%
AFO
1605
Allie Family Office
Florida
$2.89M +$1.17M +2,621 +79%
RG
1606
Rathbones Group
United Kingdom
$2.89M -$251K -560 -8%
WAM
1607
WNY Asset Management
New York
$2.87M +$530K +1,185 +25%
FWP
1608
FAS Wealth Partners
Kansas
$2.87M -$179K -400 -6%
MAG
1609
M3 Advisory Group
Massachusetts
$2.86M +$2.68M +5,994 New
SFC
1610
Sprinkle Financial Consultants
Colorado
$2.86M +$2.68M +5,990 New
FP
1611
Financial Perspectives
Minnesota
$2.86M +$9.85K +22 +0.4%
LA
1612
LM Advisors
California
$2.86M +$2.68M +5,983 New
WF
1613
Warner Financial
Maryland
$2.85M +$12.1K +27 +0.5%
BSWA
1614
Bromfield Sneider Wealth Advisors
Massachusetts
$2.83M +$9.4K +21 +0.4%
SF
1615
Symphony Financial
Texas
$2.83M +$33.1K +74 +1%
CSIC
1616
Clifford Swan Investment Counsel
California
$2.82M – – –
LSA
1617
Lion Street Advisors
Texas
$2.82M -$98.5K -220 -4%
AUB
1618
Atlantic Union Bankshares
Virginia
$2.81M -$6.27K -14 -0.2%
QCM
1619
QRG Capital Management
Illinois
$2.81M +$871K +1,947 +49%
RBC
1620
Romano Brothers & Co
Illinois
$2.81M -$315K -704 -11%
FBFS
1621
First Business Financial Services
Wisconsin
$2.81M -$216K -483 -8%
BBP
1622
Banco BTG Pactual
Brazil
$2.8M +$2.62M +5,853 New
CFA
1623
Cahill Financial Advisors
Minnesota
$2.8M +$86.8K +194 +3%
TP
1624
Tranquility Partners
Tennessee
$2.8M -$334K -746 -11%
BMWM
1625
Brown Miller Wealth Management
Virginia
$2.8M +$88.2K +197 +3%
63 64
65
66 67