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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1651
MinichMacGregor Wealth Management
New York
$1.92M +$1.81M +4,304 New
CSC
1652
Caldwell Sutter Capital
California
$1.91M +$1.77M +4,196 +4,196%
KAM
1653
Knightsbridge Asset Management
California
$1.91M -$1.83M -4,353 -50%
SMWM
1654
Silvia McColl Wealth Management
California
$1.91M – – –
FCA
1655
Fortis Capital Advisors
Kansas
$1.9M -$382K -906 -17%
RBFC
1656
Roman Butler Fullerton & Co
Missouri
$1.9M +$2.95K +7 +0.2%
PTP
1657
Platform Technology Partners
New York
$1.89M -$205K -486 -10%
BMO
1658
Beck Mack & Oliver
New York
$1.88M – – –
GFA
1659
Gallagher Fiduciary Advisors
Illinois
$1.84M -$119K -282 -6%
PFM
1660
Peak Financial Management
Massachusetts
$1.84M +$539K +1,278 +45%
IAA
1661
Ironsides Asset Advisors
North Carolina
$1.83M – – –
WCAMG
1662
Woodard & Company Asset Management Group
North Carolina
$1.82M +$3.79K +9 +0.2%
GWM
1663
Greenwich Wealth Management
Connecticut
$1.82M +$418K +992 +32%
WSWA
1664
Warren Street Wealth Advisors
California
$1.82M -$27.4K -65 -2%
BCMLT
1665
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.81M +$83.4K +198 +5%
VIA
1666
Vident Investment Advisory
Georgia
$1.81M +$32K +76 +2%
WLPWM
1667
Walled Lake Planning & Wealth Management
Illinois
$1.81M +$144K +342 +9%
AFO
1668
Allie Family Office
Florida
$1.81M +$633K +1,502 +61%
CT
1669
Columbia Trust
Oregon
$1.81M +$187K +444 +12%
RPGK
1670
Retirement Planning Group (Kansas)
Kansas
$1.81M +$843 +2 +0%
PFBT
1671
Parkside Financial Bank & Trust
Missouri
$1.8M -$23.6K -56 -1%
PCMF
1672
Private Capital Management (Florida)
Florida
$1.8M +$122K +289 +8%
LC
1673
LTG Capital
Massachusetts
$1.8M -$421 -1 -0%
WFA
1674
Wells Financial Advisors
Massachusetts
$1.8M +$25.3K +60 +2%
PP
1675
Patten & Patten
Tennessee
$1.8M -$12.2K -29 -0.7%
65 66
67
68 69