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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1626
Institute for Wealth Management
Colorado
$1.74M -$9.39K -21 -0.5%
FPCG
1627
Fort Pitt Capital Group
Pennsylvania
$1.73M -$555K -1,240 -25%
BFP
1628
Briaud Financial Planning
Texas
$1.73M -$1.09M -2,436 -39%
LWANC
1629
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.73M +$404K +903 +31%
GA
1630
GoalVest Advisory
New York
$1.72M +$1.7M +3,799 New
MOACM
1631
Mutual of America Capital Management
New York
$1.72M +$63.5K +142 +4%
SIS
1632
SVB Investment Services
Utah
$1.7M +$93.5K +209 +6%
BA
1633
Ballast Advisors
Minnesota
$1.69M -$2.68K -6 -0.2%
MG
1634
McCutchen Group
Washington
$1.69M +$5.37K +12 +0.3%
TSS
1635
Two Sigma Securities
New York
$1.69M +$147K +329 +10%
ADL
1636
Asset Dedication LLC
California
$1.68M -$97.9K -219 -6%
TA
1637
TrueWealth Advisors
Alabama
$1.68M – – –
KFI
1638
Key Financial Inc
Pennsylvania
$1.68M +$27.3K +61 +2%
JCM
1639
J2 Capital Management
Michigan
$1.68M +$118K +264 +8%
CFAM
1640
Coury Firm Asset Management
Pennsylvania
$1.67M +$96.6K +216 +6%
H
1641
HoyleCohen
California
$1.67M +$774K +1,731 +89%
SC
1642
Stephens Consulting
Michigan
$1.67M +$54.6K +122 +3%
VLC
1643
Van Leeuwen & Company
New Jersey
$1.66M -$166K -371 -9%
WCWM
1644
Willow Creek Wealth Management
California
$1.65M -$261K -583 -14%
SIA
1645
Stegner Investment Associates
Kentucky
$1.65M +$584K +1,306 +56%
ECM
1646
Evergreen Capital Management
Washington
$1.65M +$447 +1 +0%
FSA
1647
Fort Sheridan Advisors
Illinois
$1.64M – – –
BMWM
1648
Brown Miller Wealth Management
Virginia
$1.64M +$230K +515 +17%
ZIG
1649
Zullo Investment Group
Pennsylvania
$1.64M +$894 +2 +0.1%
PP
1650
Pacifica Partners
Canada
$1.64M +$453K +1,013 +37%
64 65
66
67 68