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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1651
Destiny Wealth Partners
Florida
$2.69M -$19.2K -43 -0.7%
WFAG
1652
Worth Financial Advisory Group
North Carolina
$2.69M +$156K +349 +7%
TDWM
1653
Topel & Distasi Wealth Management
California
$2.69M – – –
WPA
1654
West Paces Advisors
Georgia
$2.69M -$65.3K -146 -3%
CHA
1655
Carmichael Hill & Associates
Maryland
$2.69M -$137K -307 -5%
VWM
1656
Vigilare Wealth Management
Arizona
$2.68M -$51.5K -115 -2%
AFA
1657
Arlington Financial Advisors
California
$2.68M -$84.1K -188 -3%
FRA
1658
Frank Rimerman Advisors
California
$2.68M +$71.2K +159 +3%
BDF
1659
Black Diamond Financial
Maryland
$2.68M +$9.85K +22 +0.4%
MIFH
1660
Migdal Insurance & Financial Holdings
Israel
$2.67M -$105K -235 -4%
LWP
1661
Laurel Wealth Planning
Minnesota
$2.66M -$250K -559 -9%
TA
1662
TFB Advisors
Kansas
$2.65M +$2.48M +5,550 New
FA
1663
Forefront Analytics
Pennsylvania
$2.65M -$35.4K -79 -1%
ACA
1664
Ackerman Capital Advisors
Texas
$2.63M +$385K +860 +18%
IF
1665
Intrua Financial
Texas
$2.63M -$20.1K -45 -0.8%
SCM
1666
Schnieders Capital Management
California
$2.63M -$123K -275 -5%
PA
1667
Pineridge Advisors
Missouri
$2.62M +$2.46M +5,494 New
WE
1668
Wealth Effects
Massachusetts
$2.62M +$112K +251 +5%
NAM
1669
NorthCrest Asset Manangement
Minnesota
$2.61M -$19.5M -43,577 -89%
LWM
1670
Lyell Wealth Management
California
$2.6M -$223K -498 -8%
TWP
1671
TFO Wealth Partners
Ohio
$2.6M +$23.7K +53 +1%
CRI
1672
Colonial River Investments
Virginia
$2.6M +$2.43M +5,435 New
CWM
1673
Castle Wealth Management
Florida
$2.59M -$250K -558 -9%
HCA
1674
Harbour Capital Advisors
Virginia
$2.59M -$71.6K -160 -3%
JWM
1675
JGP Wealth Management
Oregon
$2.58M +$769K +1,718 +47%
65 66
67
68 69