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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1601
Efficient Advisors
Ohio
$4.07M -$360K -648 -8%
FC
1602
Forte Capital
New York
$4.06M -$574K -1,032 -13%
JEST
1603
JTC Employer Solutions Trustee
Jersey
$4.05M -$29.1M -52,368 -88%
CPIA
1604
Cornell Pochily Investment Advisors
New York
$4.03M +$65.6K +118 +2%
MFG
1605
MidWestOne Financial Group
Iowa
$4.03M +$21.7K +39 +0.6%
OPWM
1606
Oakwell Private Wealth Management
Texas
$4.03M – – –
CW
1607
CIC Wealth
Maryland
$4.01M +$8.9K +16 +0.2%
GSEP
1608
Golden State Equity Partners
California
$4.01M +$721K +1,296 +23%
BHPW
1609
Beverly Hills Private Wealth
California
$4.01M -$263K -473 -6%
HP
1610
Holistic Planning
Texas
$4.01M +$641K +1,152 +20%
CBT
1611
CoreFirst Bank & Trust
Kansas
$4M +$5.56K +10 +0.1%
SJIM
1612
St. Johns Investment Management
Florida
$3.99M -$498K -895 -11%
TF
1613
Tudor Financial
Ohio
$3.99M +$3.84M +6,911 New
TCM
1614
Traynor Capital Management
Pennsylvania
$3.97M -$155K -279 -4%
NCG
1615
Newport Capital Group
New Jersey
$3.97M +$536K +964 +16%
HWM
1616
Hohimer Wealth Management
Washington
$3.96M +$530K +954 +16%
CAM
1617
Carret Asset Management
New York
$3.96M +$110K +197 +3%
SG
1618
Strid Group
Pennsylvania
$3.95M – – –
AB
1619
Atlas Brown
Kentucky
$3.95M +$382K +687 +11%
CL
1620
CIM LLC
New York
$3.93M -$4.45K -8 -0.1%
PPWP
1621
Premier Path Wealth Partners
New Jersey
$3.93M -$170K -306 -4%
CHA
1622
Carmichael Hill & Associates
Maryland
$3.92M +$677K +1,218 +22%
IA
1623
Insight Advisors
Pennsylvania
$3.89M +$2.22K +4 +0.1%
RWPA
1624
Richard W. Paul & Associates
Michigan
$3.89M +$4.45K +8 +0.1%
ZIM
1625
Zacks Investment Management
Illinois
$3.87M +$1.13M +2,029 +43%
63 64
65
66 67