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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TDWM
1651
Topel & Distasi Wealth Management
California
$2.69M – – –
WPA
1652
West Paces Advisors
Georgia
$2.69M -$65.3K -146 -3%
CHA
1653
Carmichael Hill & Associates
Maryland
$2.69M -$137K -307 -5%
VWM
1654
Vigilare Wealth Management
Arizona
$2.68M -$51.5K -115 -2%
AFA
1655
Arlington Financial Advisors
California
$2.68M -$84.1K -188 -3%
FRA
1656
Frank Rimerman Advisors
California
$2.68M +$71.2K +159 +3%
BDF
1657
Black Diamond Financial
Maryland
$2.68M +$9.85K +22 +0.4%
MIFH
1658
Migdal Insurance & Financial Holdings
Israel
$2.67M -$105K -235 -4%
LWP
1659
Laurel Wealth Planning
Minnesota
$2.66M -$250K -559 -9%
TA
1660
TFB Advisors
Kansas
$2.65M +$2.48M +5,550 New
FA
1661
Forefront Analytics
Pennsylvania
$2.65M -$35.4K -79 -1%
ACA
1662
Ackerman Capital Advisors
Texas
$2.63M +$385K +860 +18%
IF
1663
Intrua Financial
Texas
$2.63M -$20.1K -45 -0.8%
SCM
1664
Schnieders Capital Management
California
$2.63M -$123K -275 -5%
PA
1665
Pineridge Advisors
Missouri
$2.62M +$2.46M +5,494 New
WE
1666
Wealth Effects
Massachusetts
$2.62M +$112K +251 +5%
NAM
1667
NorthCrest Asset Manangement
Minnesota
$2.61M -$19.5M -43,577 -89%
LWM
1668
Lyell Wealth Management
California
$2.6M -$223K -498 -8%
TWP
1669
TFO Wealth Partners
Ohio
$2.6M +$23.7K +53 +1%
CRI
1670
Colonial River Investments
Virginia
$2.6M +$2.43M +5,435 New
CWM
1671
Castle Wealth Management
Florida
$2.59M -$250K -558 -9%
HCA
1672
Harbour Capital Advisors
Virginia
$2.59M -$71.6K -160 -3%
JWM
1673
JGP Wealth Management
Oregon
$2.58M +$769K +1,718 +47%
LFP
1674
Leeward Financial Partners
Washington
$2.58M +$73.4K +164 +3%
AB
1675
Atlas Brown
Kentucky
$2.58M +$242K +541 +11%
65 66
67
68 69