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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1651
Centricity Wealth Management
Ohio
$4.75M +$87.8K +153 +2%
NCFG
1652
New Century Financial Group
New Jersey
$4.75M +$3.74M +6,506 +571%
4WM
1653
49 Wealth Management
Texas
$4.74M -$200K -348 -4%
MPWS
1654
McCarter Private Wealth Services
Massachusetts
$4.72M +$4.37M +7,603 New
RA
1655
Ruggaard & Associates
Ohio
$4.72M -$317K -552 -7%
RMAM
1656
Raab & Moskowitz Asset Management
New Jersey
$4.71M -$117K -204 -3%
Q1WB
1657
Quest 10 Wealth Builders
Virginia
$4.7M +$14.4K +25 +0.3%
AWAU
1658
Alliance Wealth Advisors (Utah)
Utah
$4.69M -$3.43M -5,979 -44%
FA
1659
Fermata Advisors
California
$4.69M -$26.4M -45,951 -86%
NIM
1660
Northeast Investment Management
Massachusetts
$4.68M – – –
FSC
1661
Full Sail Capital
Oklahoma
$4.66M -$416K -725 -9%
AB
1662
Atlas Brown
Kentucky
$4.66M -$62.6K -109 -1%
DTC
1663
Davidson Trust Company
Washington
$4.66M -$60.9K -106 -1%
TS
1664
Triglav Skladi
Slovenia
$4.65M -$187K -326 -4%
SIA
1665
Stegner Investment Associates
Kentucky
$4.65M +$35K +61 +0.8%
HIP
1666
HUB Investment Partners
Texas
$4.65M +$345K +600 +9%
AIA
1667
Accelerate Investment Advisors
California
$4.64M -$543K -945 -11%
WCG
1668
Weaver Consulting Group
California
$4.63M -$51.7K -90 -1%
BW
1669
Blalock Williams
Alabama
$4.63M -$2.39M -4,166 -36%
HBWM
1670
Hollow Brook Wealth Management
New York
$4.63M -$119K -207 -3%
HA
1671
Helium Advisors
Washington
$4.63M -$191K -333 -4%
TCM
1672
Traynor Capital Management
Pennsylvania
$4.62M +$231K +402 +6%
CAM
1673
Carret Asset Management
New York
$4.62M +$90.7K +158 +2%
EBA
1674
Eagle Bay Advisors
New York
$4.62M +$181K +315 +4%
SIA
1675
SeaBridge Investment Advisors
New Jersey
$4.6M -$205K -357 -5%
65 66
67
68 69