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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1676
Pitti Group Wealth Management
New York
$1.18M +$21.2K +53 +2%
AC
1677
AlphaCore Capital
California
$1.17M – – –
MOACM
1678
Mutual of America Capital Management
New York
$1.17M +$5.99K +15 +0.5%
NC
1679
NovaPoint Capital
Georgia
$1.17M +$2.79K +7 +0.2%
PCI
1680
Planning Center Inc
Illinois
$1.16M -$37.5K -94 -3%
PA
1681
Parkside Advisors
California
$1.16M – – –
MPCL
1682
My Personal CFO LLC
Washington
$1.16M -$580K -1,452 -59%
AFAS
1683
Acorn Financial Advisory Services
Virginia
$1.15M +$50.3K +126 +4%
CPC
1684
Congress Park Capital
New York
$1.15M -$2.39M -5,975 -65%
FWM
1685
Fingerlakes Wealth Management
New York
$1.15M -$39.5K -99 -3%
DLCIG
1686
D.L. Carlson Investment Group
New Hampshire
$1.14M – – –
SCM
1687
Schnieders Capital Management
California
$1.14M – – –
MMG
1688
Monetary Management Group
Missouri
$1.14M +$998K +2,500 +371%
TL
1689
Tradewinds LLC
North Carolina
$1.14M +$15.6K +39 +1%
KLCM
1690
KG&L Capital Management
Louisiana
$1.13M +$2.4K +6 +0.2%
BFP
1691
Briaud Financial Planning
Texas
$1.13M -$318K -797 -22%
DP
1692
DDD Partners
Washington
$1.13M – – –
TTWM
1693
TCV Trust & Wealth Management
Virginia
$1.13M -$103K -257 -8%
EAMA
1694
EFG Asset Management (Americas)
Florida
$1.13M -$111K -278 -8%
ACP
1695
Aviance Capital Partners
Florida
$1.13M -$82.3K -206 -6%
CW
1696
Cabot-Wellington
Massachusetts
$1.12M – – –
EGA
1697
E&G Advisors
Texas
$1.12M -$48.7K -122 -4%
SAM
1698
Summit Asset Management
Tennessee
$1.11M +$57.5K +144 +5%
RFWA
1699
RPg Family Wealth Advisory
Massachusetts
$1.11M – – –
ICM
1700
Islay Capital Management
Texas
$1.1M +$97.4K +244 +9%
66 67
68
69 70