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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
1676
First Western Trust Bank
Colorado
$3.06M -$491K -934 -14%
HP
1677
Holistic Planning
Texas
$3.05M – – –
ACA
1678
Ackerman Capital Advisors
Texas
$3.02M – – –
IF
1679
Intrua Financial
Texas
$3.01M -$3.15K -6 -0.1%
SCM
1680
Schnieders Capital Management
California
$3.01M – – –
CF
1681
Corrigan Financial
Rhode Island
$3.01M – – –
RFA
1682
Resurgent Financial Advisors
Georgia
$3.01M -$2.81M -5,344 -49%
ATWA
1683
Arbor Trust Wealth Advisors
Michigan
$3M -$17.9K -34 -0.6%
SDWMA
1684
Schneider Downs Wealth Management Advisors
Pennsylvania
$3M -$17.9K -34 -0.6%
TCM
1685
Tufton Capital Management
Maryland
$2.99M +$118K +225 +4%
CFA
1686
CWS Financial Advisors
Michigan
$2.96M -$46.3K -88 -2%
PAM
1687
PVG Asset Management
Colorado
$2.96M +$2.84M +5,402 New
WAG
1688
Wallace Advisory Group
California
$2.96M -$769K -1,463 -21%
CFA
1689
Cahill Financial Advisors
Minnesota
$2.95M -$400K -761 -12%
TWP
1690
TFO Wealth Partners
Ohio
$2.94M -$26.3K -50 -0.9%
WFAG
1691
Worth Financial Advisory Group
North Carolina
$2.94M -$74.7K -142 -3%
CWG
1692
Crown Wealth Group
North Carolina
$2.94M -$100K -191 -3%
PWW
1693
Pettyjohn Wood & White
Virginia
$2.94M +$578K +1,100 +26%
NCM
1694
Northwest Capital Management
Oregon
$2.93M -$656K -1,247 -19%
CICC
1695
Capital Investment Counsel (Colorado)
Colorado
$2.93M -$236K -448 -8%
PA
1696
Procyon Advisors
Connecticut
$2.93M +$111K +212 +4%
MJRIC
1697
Mogy Joel R Investment Counsel
California
$2.91M – – –
SPC
1698
Spirepoint Private Client
Florida
$2.91M +$79.9K +152 +3%
EAM
1699
Evanson Asset Management
California
$2.91M -$1.25M -2,368 -31%
IAS
1700
Insigneo Advisory Services
Florida
$2.9M +$739K +1,406 +34%
66 67
68
69 70