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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
1701
RPg Family Wealth Advisory
Massachusetts
$1.11M – – –
ICM
1702
Islay Capital Management
Texas
$1.1M +$97.4K +244 +9%
HFS
1703
HBC Financial Services
Washington
$1.1M -$27.2K -68 -2%
ACS
1704
Archford Capital Strategies
Illinois
$1.09M +$1.22M +3,053 New
WCM
1705
Weik Capital Management
Pennsylvania
$1.09M +$81.9K +205 +7%
SWM
1706
Seaside Wealth Management
California
$1.09M -$29.9K -75 -3%
WT
1707
Washington Trust
Rhode Island
$1.09M -$5.99K -15 -0.5%
RIM
1708
Rockbridge Investment Management
New York
$1.09M +$45.5K +114 +4%
PAMG
1709
Patton Albertson Miller Group
Tennessee
$1.08M -$203K -508 -14%
WEPOG
1710
Wealth Enhancement & Preservation of GA
Georgia
$1.08M -$3.21M -8,029 -73%
SIMG
1711
Sonora Investment Management Group
Arizona
$1.08M – – –
CGPCS
1712
Capital Group Private Client Services
California
$1.08M -$4.39K -11 -0.4%
HJGA
1713
Hardman Johnston Global Advisors
Connecticut
$1.08M – – –
PP
1714
Patron Partners
Texas
$1.07M -$150K -375 -11%
MHIC
1715
Marble Harbor Investment Counsel
Massachusetts
$1.07M – – –
GD
1716
Grandfield & Dodd
New York
$1.07M – – –
CCP
1717
Clarkston Capital Partners
Michigan
$1.07M -$1.03M -2,585 -46%
SFP
1718
Sweet Financial Partners
Minnesota
$1.07M +$5.59K +14 +0.5%
LPIC
1719
LeJeune Puetz Investment Counsel
Michigan
$1.06M – – –
AS
1720
Altshuler Shaham
Israel
$1.06M -$57.9K -145 -5%
AFA
1721
American Financial Advisors
Georgia
$1.06M +$105K +262 +10%
WAS
1722
Wealth Advisory Solutions
Indiana
$1.05M +$10.8K +27 +0.9%
SC
1723
Slow Capital
California
$1.05M -$99.8K -250 -8%
MIA
1724
MMBG Investment Advisors
Florida
$1.05M – – –
MCM
1725
Mengis Capital Management
Oregon
$1.04M -$3.99K -10 -0.3%
67 68
69
70 71