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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1701
Centric Wealth Management
Illinois
$3.25M +$145K +261 +5%
TDWM
1702
Topel & Distasi Wealth Management
California
$3.25M – – –
MWM
1703
Mattern Wealth Management
Kansas
$3.25M -$365K -657 -10%
PW
1704
Peninsula Wealth
California
$3.24M +$486K +874 +19%
TWM
1705
Thrive Wealth Management
Pennsylvania
$3.24M -$230K -414 -7%
VNA
1706
Valley National Advisers
Pennsylvania
$3.24M -$1.53M -2,757 -33%
FRA
1707
Frank Rimerman Advisors
California
$3.24M – – –
WPA
1708
West Paces Advisors
Georgia
$3.23M -$21.7K -39 -0.7%
AIA
1709
Arcadia Investment Advisors
Idaho
$3.23M -$2.78K -5 -0.1%
PPP
1710
Private Portfolio Partners
New Jersey
$3.22M +$3.11M +5,590 New
SWM
1711
SilverOak Wealth Management
Minnesota
$3.22M -$16.7K -30 -0.5%
FWTB
1712
First Western Trust Bank
Colorado
$3.22M +$2.22K +4 +0.1%
RFA
1713
Resurgent Financial Advisors
Georgia
$3.21M +$31.7K +57 +1%
SVWAG
1714
Sound View Wealth Advisors Group
Georgia
$3.21M +$1.19M +2,149 +63%
OC
1715
Oakworth Capital
Alabama
$3.19M -$102K -184 -3%
WFMPM
1716
Woodley Farra Manion Portfolio Management
Indiana
$3.19M -$183K -330 -6%
SCM
1717
Schnieders Capital Management
California
$3.18M – – –
APW
1718
Austin Private Wealth
Texas
$3.18M +$532K +957 +21%
NRC
1719
New Republic Capital
North Carolina
$3.15M -$1.67M -3,010 -36%
GFPC
1720
Global Financial Private Client
Florida
$3.14M +$171K +308 +6%
IF
1721
Intrua Financial
Texas
$3.12M -$52.8K -95 -2%
CFA
1722
CWS Financial Advisors
Michigan
$3.12M +$1.11K +2 +0%
IIM
1723
Ipswich Investment Management
Massachusetts
$3.11M +$113K +204 +4%
PG
1724
Prostatis Group
Maryland
$3.11M -$255K -458 -8%
SPC
1725
Spirepoint Private Client
Florida
$3.11M +$40K +72 +1%
67 68
69
70 71