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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1676
Kornitzer Capital Management
Kansas
$1.18M – – –
CFS
1677
Cannon Financial Strategists
Georgia
$1.18M -$42.3K -106 -3%
PGWM
1678
Pitti Group Wealth Management
New York
$1.18M +$21.2K +53 +2%
AC
1679
AlphaCore Capital
California
$1.17M – – –
MOACM
1680
Mutual of America Capital Management
New York
$1.17M +$5.99K +15 +0.5%
NC
1681
NovaPoint Capital
Georgia
$1.17M +$2.79K +7 +0.2%
PCI
1682
Planning Center Inc
Illinois
$1.16M -$37.5K -94 -3%
PA
1683
Parkside Advisors
California
$1.16M – – –
MPCL
1684
My Personal CFO LLC
Washington
$1.16M -$580K -1,452 -59%
AFAS
1685
Acorn Financial Advisory Services
Virginia
$1.15M +$50.3K +126 +4%
CPC
1686
Congress Park Capital
New York
$1.15M -$2.39M -5,975 -65%
FWM
1687
Fingerlakes Wealth Management
New York
$1.15M -$39.5K -99 -3%
DLCIG
1688
D.L. Carlson Investment Group
New Hampshire
$1.14M – – –
SCM
1689
Schnieders Capital Management
California
$1.14M – – –
MMG
1690
Monetary Management Group
Missouri
$1.14M +$998K +2,500 +371%
TL
1691
Tradewinds LLC
North Carolina
$1.14M +$15.6K +39 +1%
KLCM
1692
KG&L Capital Management
Louisiana
$1.13M +$2.4K +6 +0.2%
BFP
1693
Briaud Financial Planning
Texas
$1.13M -$318K -797 -22%
DP
1694
DDD Partners
Washington
$1.13M – – –
TTWM
1695
TCV Trust & Wealth Management
Virginia
$1.13M -$103K -257 -8%
EAMA
1696
EFG Asset Management (Americas)
Florida
$1.13M -$111K -278 -8%
ACP
1697
Aviance Capital Partners
Florida
$1.13M -$82.3K -206 -6%
CW
1698
Cabot-Wellington
Massachusetts
$1.12M – – –
EGA
1699
E&G Advisors
Texas
$1.12M -$48.7K -122 -4%
SAM
1700
Summit Asset Management
Tennessee
$1.11M +$57.5K +144 +5%
66 67
68
69 70