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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
1726
Global Strategic Investment Solutions
Arizona
$2.66M +$71.6K +143 +3%
ACM
1727
AlphaStar Capital Management
North Carolina
$2.65M -$104K -208 -4%
RMDI
1728
R.M. Davis Inc
Maine
$2.64M -$1K -2 -0%
BFO
1729
Biltmore Family Office
North Carolina
$2.64M +$31K +62 +1%
FGA
1730
Fortis Group Advisors
New Jersey
$2.63M -$94.1K -188 -4%
SEM
1731
Strategic Equity Management
Arizona
$2.63M -$1.73M -3,453 -41%
FCM
1732
Fortis Capital Management
Washington
$2.63M +$10K +20 +0.4%
FA
1733
FF Advisors
California
$2.63M – – –
CTFG
1734
Capstone Triton Financial Group
Oklahoma
$2.6M -$137K -274 -5%
IUHSA
1735
Itau Unibanco Holding S.A.
Brazil
$2.59M -$354K -708 -13%
RCWMU
1736
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.59M – – –
CCA
1737
Clearwater Capital Advisors
Illinois
$2.59M -$27.5K -55 -1%
LA
1738
LM Advisors
California
$2.59M -$532K -1,064 -18%
GCM
1739
Gallacher Capital Management
Colorado
$2.58M +$116K +231 +5%
GAA
1740
Guardian Asset Advisors
Pennsylvania
$2.57M -$600K -1,200 -20%
RCM
1741
Ridgepath Capital Management
Tennessee
$2.57M -$5K -10 -0.2%
CCA
1742
Clarity Capital Advisors
Florida
$2.56M -$17.5K -35 -0.7%
VAG
1743
VisionPoint Advisory Group
Texas
$2.56M +$314K +628 +15%
PWM
1744
Paulson Wealth Management
Illinois
$2.54M -$15K -30 -0.6%
AWM
1745
Aprio Wealth Management
Georgia
$2.54M +$139K +277 +6%
MWM
1746
Melfa Wealth Management
Massachusetts
$2.52M +$2.4M +4,798 New
AWM
1747
Angeles Wealth Management
California
$2.52M -$158K -315 -6%
JIR
1748
James Investment Research
Ohio
$2.51M -$183K -366 -7%
LNWWM
1749
Laird Norton Wetherby Wealth Management
California
$2.51M +$463K +926 +24%
DC
1750
Darrow Company
Massachusetts
$2.51M -$6.5K -13 -0.3%
68 69
70
71 72