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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1701
Sachetta
Massachusetts
$2.46M +$2.3M +5,148 New
IIM
1702
Ipswich Investment Management
Massachusetts
$2.46M -$184K -412 -7%
AFA
1703
American Financial Advisors
Georgia
$2.45M +$450K +1,005 +24%
HWM
1704
Hemington Wealth Management
Virginia
$2.45M -$3.13K -7 -0.1%
OPWM
1705
Oxinas Partners Wealth Management
Indiana
$2.45M -$65.8K -147 -3%
MA
1706
MBA Advisors
Pennsylvania
$2.44M -$37.1K -83 -2%
TCM
1707
Tufton Capital Management
Maryland
$2.44M +$7.61K +17 +0.3%
AWM
1708
Angeles Wealth Management
California
$2.44M -$43.4K -97 -2%
PA
1709
Procyon Advisors
Connecticut
$2.43M -$125K -279 -5%
RI
1710
Rinkey Investments
California
$2.42M +$2.26M +5,056 New
MJRIC
1711
Mogy Joel R Investment Counsel
California
$2.4M -$33.6K -75 -1%
CCM
1712
Cohen Capital Management
California
$2.4M +$7.61K +17 +0.3%
RMDI
1713
R.M. Davis Inc
Maine
$2.4M -$115K -258 -5%
HFS
1714
Howard Financial Services
Texas
$2.4M +$151K +338 +7%
NFP
1715
NorthLanding Financial Partners
New York
$2.4M -$75.2K -168 -3%
DFC
1716
DBK Financial Counsel
Ohio
$2.39M -$148K -330 -6%
FA
1717
FF Advisors
California
$2.39M +$2.24M +4,996 New
FCM
1718
Fortis Capital Management
Washington
$2.38M -$232K -518 -9%
CCA
1719
Clearwater Capital Advisors
Illinois
$2.38M -$11.6K -26 -0.5%
OCFG
1720
O'Connor Financial Group
Illinois
$2.38M -$178K -398 -7%
AF
1721
Alerus Financial
North Dakota
$2.37M -$2.24K -5 -0.1%
YLHM
1722
Yelin Lapidot Holdings Management
Israel
$2.37M – – –
AWA
1723
Archvest Wealth Advisors
California
$2.37M +$48.3K +108 +2%
BFO
1724
Biltmore Family Office
North Carolina
$2.36M – – –
CMP
1725
Courage Miller Partners
Virginia
$2.36M -$92.2K -206 -4%
67 68
69
70 71