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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1676
Capital Asset Advisory Services
Michigan
$1.56M +$87.6K +190 +6%
SPA
1677
Sentinel Pension Advisors
Massachusetts
$1.54M -$111K -240 -7%
MAM
1678
MMA Asset Management
Pennsylvania
$1.54M +$48.9K +106 +3%
BSWA
1679
Bromfield Sneider Wealth Advisors
Massachusetts
$1.54M +$1.49M +3,232 New
PCI
1680
Planning Center Inc
Illinois
$1.53M +$1.54M +3,342 New
PCMC
1681
Private Capital Management (Colorado)
Colorado
$1.53M +$54.8K +119 +4%
CA
1682
Corrado Advisors
New Jersey
$1.53M +$8.29K +18 +0.6%
HFS
1683
HBC Financial Services
Washington
$1.53M -$217K -471 -13%
SCP
1684
Sandhill Capital Partners
New York
$1.53M +$210K +456 +17%
KLCM
1685
KG&L Capital Management
Louisiana
$1.53M -$8.29K -18 -0.6%
KCM
1686
Kornitzer Capital Management
Kansas
$1.53M – – –
SFG
1687
Sowa Financial Group
Rhode Island
$1.53M +$25.8K +56 +2%
SAM
1688
Summit Asset Management
Tennessee
$1.52M +$9.22K +20 +0.6%
FWI
1689
Facet Wealth Inc
Maryland
$1.52M +$945K +2,050 +179%
DLCIG
1690
D.L. Carlson Investment Group
New Hampshire
$1.52M – – –
JCM
1691
Jacobi Capital Management
Pennsylvania
$1.51M +$737K +1,599 +102%
PGWM
1692
Pitti Group Wealth Management
New York
$1.51M +$1.46M +3,161 New
EGA
1693
E&G Advisors
Texas
$1.51M -$83K -180 -5%
B
1694
Bellecapital
Switzerland
$1.5M – – –
GC
1695
Gratus Capital
Georgia
$1.49M +$34.1K +74 +2%
BMWM
1696
Brown Miller Wealth Management
Virginia
$1.48M -$35.5K -77 -2%
AAM
1697
Austin Asset Management
Texas
$1.48M +$1.43M +3,097 New
MFG
1698
MidWestOne Financial Group
Iowa
$1.47M – – –
RFA
1699
Reilly Financial Advisors
California
$1.47M -$684K -1,485 -32%
HIM
1700
HawsGoodwin Investment Management
Tennessee
$1.47M +$1.38M +2,990 +3,181%
66 67
68
69 70