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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1676
Fingerlakes Wealth Management
New York
$1.25M -$11.9K -29 -0.9%
GA
1677
GoalVest Advisory
New York
$1.25M -$227K -551 -15%
NS
1678
Newman & Schimel
Illinois
$1.25M +$343K +833 +34%
PTC
1679
Philadelphia Trust Company
Pennsylvania
$1.24M +$195K +474 +17%
AC
1680
AlphaCore Capital
California
$1.24M -$483K -1,173 -26%
PMG
1681
Private Management Group
California
$1.24M +$1.13M +2,757 +542%
KM
1682
Kalos Management
Georgia
$1.24M -$239K -580 -16%
PWW
1683
Pettyjohn Wood & White
Virginia
$1.24M – – –
EP
1684
Eudaimonia Partners
Tennessee
$1.24M +$885K +2,152 +194%
CIA
1685
Caerus Investment Advisors
Texas
$1.23M +$1.12M +2,716 +508%
NC
1686
NovaPoint Capital
Georgia
$1.23M -$459K -1,117 -26%
MOACM
1687
Mutual of America Capital Management
New York
$1.23M -$224K -544 -14%
LA
1688
Legacy Advisors
Pennsylvania
$1.23M – – –
BFC
1689
Blue Fin Capital
Rhode Island
$1.23M +$333K +810 +33%
EGA
1690
E&G Advisors
Texas
$1.23M +$33.7K +82 +3%
HFS
1691
HBC Financial Services
Washington
$1.22M -$12.8K -31 -1%
PGWM
1692
Pitti Group Wealth Management
New York
$1.22M -$5.76K -14 -0.4%
PA
1693
Parkside Advisors
California
$1.22M – – –
CCMG
1694
Clark Capital Management Group
Pennsylvania
$1.21M -$1.76M -4,273 -57%
MCM
1695
Murphy Capital Management
New Jersey
$1.21M +$6.99K +17 +0.5%
SC
1696
Slow Capital
California
$1.21M -$89.3K -217 -6%
CA
1697
Corrado Advisors
New Jersey
$1.21M -$21.4K -52 -2%
DLCIG
1698
D.L. Carlson Investment Group
New Hampshire
$1.21M – – –
SCM
1699
Schnieders Capital Management
California
$1.21M +$496K +1,205 +61%
EFL
1700
ERn Financial LLC
Wisconsin
$1.2M -$21.4K -52 -2%
66 67
68
69 70