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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
1701
D.L. Carlson Investment Group
New Hampshire
$1.44M – – –
MA
1702
MKT Advisors
California
$1.44M -$134K -300 -8%
MCM
1703
Murphy Capital Management
New Jersey
$1.44M +$356K +795 +33%
KLCM
1704
KG&L Capital Management
Louisiana
$1.43M -$17K -38 -1%
EGA
1705
E&G Advisors
Texas
$1.43M – – –
MAM
1706
MMA Asset Management
Pennsylvania
$1.43M +$152K +340 +11%
DP
1707
DDD Partners
Washington
$1.43M -$157K -351 -10%
RW
1708
RVW Wealth
California
$1.43M +$1.4M +3,141 New
PP
1709
Patron Partners
Texas
$1.42M -$137K -307 -9%
SNB
1710
Security National Bank
Nebraska
$1.42M +$194K +434 +16%
SPL
1711
Smart Portfolios LLC
Washington
$1.42M +$47.4K +106 +4%
CA
1712
Cortland Associates
Missouri
$1.42M -$118K -264 -8%
SFG
1713
Sowa Financial Group
Rhode Island
$1.41M -$43.8K -98 -3%
AAM
1714
Austin Asset Management
Texas
$1.41M -$447 -1 -0%
GA
1715
GFS Advisors
Texas
$1.4M +$693K +1,550 +101%
HCM
1716
Hollencrest Capital Management
California
$1.4M -$44.1M -98,535 -97%
PL
1717
Plancorp LLC
Missouri
$1.4M +$25K +56 +2%
JCM
1718
Jacobi Capital Management
Pennsylvania
$1.39M -$46.1K -103 -3%
SWM
1719
Soundmark Wealth Management
Washington
$1.38M – – –
PA
1720
Procyon Advisors
Connecticut
$1.38M +$171K +383 +14%
AWM
1721
Angeles Wealth Management
California
$1.38M +$1.36M +3,050 New
TFA
1722
Trinity Financial Advisors
Ohio
$1.38M +$1.36M +3,051 New
WT
1723
Washington Trust
Rhode Island
$1.38M -$894 -2 -0.1%
SWA
1724
Strategies Wealth Advisors
Michigan
$1.38M -$224K -500 -14%
WLPWM
1725
Walled Lake Planning & Wealth Management
Illinois
$1.37M -$298K -666 -18%
67 68
69
70 71