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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1676
Wells Financial Advisors
Massachusetts
$1.56M +$39K +101 +3%
LC
1677
LTG Capital
Massachusetts
$1.55M +$1.22M +3,155 +357%
HAS
1678
HBW Advisory Services
California
$1.55M +$12K +31 +0.8%
HL
1679
HeadInvest LLC
Maine
$1.55M -$32.8K -85 -2%
LOPW
1680
Live Oak Private Wealth
North Carolina
$1.54M +$10.8K +28 +0.7%
PP
1681
Pacifica Partners
Canada
$1.54M +$125K +324 +9%
TA
1682
TrueWealth Advisors
Alabama
$1.54M -$89.1K -231 -5%
NAM
1683
NTV Asset Management
West Virginia
$1.53M +$1.93K +5 +0.1%
PWG
1684
Private Wealth Group
Florida
$1.53M +$254K +658 +20%
GP
1685
Girard Partners
Pennsylvania
$1.53M -$259K -671 -14%
PP
1686
Patten & Patten
Tennessee
$1.53M -$27.4K -71 -2%
WHCI
1687
W.H. Cornerstone Investments
Massachusetts
$1.53M -$79.5K -206 -5%
PWM
1688
Paulson Wealth Management
Illinois
$1.53M +$9.26K +24 +0.6%
MIM
1689
Montgomery Investment Management
Maryland
$1.52M +$19.3K +50 +1%
WCWM
1690
Willow Creek Wealth Management
California
$1.51M +$110K +284 +8%
AIA
1691
Acute Investment Advisory
Arizona
$1.51M +$1.52M +3,929 New
SB
1692
Sunflower Bank
Texas
$1.5M – – –
AFA
1693
American Financial Advisors
Georgia
$1.5M +$371K +962 +33%
DJSG
1694
D.J. St. Germain
Massachusetts
$1.5M +$2.06M +5,340 +169%
NP
1695
NorthRock Partners
Minnesota
$1.5M +$544K +1,409 +57%
XS
1696
XR Securities
Illinois
$1.49M +$1.5M +3,885 New
BCMLT
1697
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.48M -$256K -664 -15%
AIP
1698
Almanack Investment Partners
Pennsylvania
$1.48M -$1.69M -4,384 -53%
LNWWM
1699
Laird Norton Wetherby Wealth Management
California
$1.48M +$433K +1,122 +41%
OWA
1700
Opal Wealth Advisors
New York
$1.48M +$856K +2,218 +136%
66 67
68
69 70