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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1701
American Financial Advisors
Georgia
$2.45M +$450K +1,005 +24%
HWM
1702
Hemington Wealth Management
Virginia
$2.45M -$3.13K -7 -0.1%
OPWM
1703
Oxinas Partners Wealth Management
Indiana
$2.45M -$65.8K -147 -3%
MA
1704
MBA Advisors
Pennsylvania
$2.44M -$37.1K -83 -2%
TCM
1705
Tufton Capital Management
Maryland
$2.44M +$7.61K +17 +0.3%
AWM
1706
Angeles Wealth Management
California
$2.44M -$43.4K -97 -2%
PA
1707
Procyon Advisors
Connecticut
$2.43M -$125K -279 -5%
RI
1708
Rinkey Investments
California
$2.42M +$2.26M +5,056 New
MJRIC
1709
Mogy Joel R Investment Counsel
California
$2.4M -$33.6K -75 -1%
CCM
1710
Cohen Capital Management
California
$2.4M +$7.61K +17 +0.3%
RMDI
1711
R.M. Davis Inc
Maine
$2.4M -$115K -258 -5%
HFS
1712
Howard Financial Services
Texas
$2.4M +$151K +338 +7%
NFP
1713
NorthLanding Financial Partners
New York
$2.4M -$75.2K -168 -3%
DFC
1714
DBK Financial Counsel
Ohio
$2.39M -$148K -330 -6%
FA
1715
FF Advisors
California
$2.39M +$2.24M +4,996 New
FCM
1716
Fortis Capital Management
Washington
$2.38M -$232K -518 -9%
CCA
1717
Clearwater Capital Advisors
Illinois
$2.38M -$11.6K -26 -0.5%
OCFG
1718
O'Connor Financial Group
Illinois
$2.38M -$178K -398 -7%
AF
1719
Alerus Financial
North Dakota
$2.37M -$2.24K -5 -0.1%
YLHM
1720
Yelin Lapidot Holdings Management
Israel
$2.37M – – –
AWA
1721
Archvest Wealth Advisors
California
$2.37M +$48.3K +108 +2%
BFO
1722
Biltmore Family Office
North Carolina
$2.36M – – –
CMP
1723
Courage Miller Partners
Virginia
$2.36M -$92.2K -206 -4%
SAM
1724
Summit Asset Management
Tennessee
$2.36M +$394K +880 +22%
RCWMU
1725
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.35M -$753K -1,682 -25%
67 68
69
70 71