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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1751
Weatherly Asset Management
California
$1.34M -$448K -1,160 -25%
CT
1752
Columbia Trust
Oregon
$1.33M -$467K -1,209 -26%
LA
1753
LexAurum Advisors
Kansas
$1.32M -$72.6K -188 -5%
TFA
1754
Teamwork Financial Advisors
Texas
$1.32M +$568K +1,473 +75%
AIP
1755
ARS Investment Partners
New York
$1.32M -$62.9K -163 -5%
BWA
1756
Beam Wealth Advisors
Louisiana
$1.31M -$105K -273 -7%
CFS
1757
Cannon Financial Strategists
Georgia
$1.31M +$42.5K +110 +3%
C1AG
1758
Client 1st Advisory Group
Florida
$1.3M +$457K +1,184 +54%
CA
1759
Corrado Advisors
New Jersey
$1.3M -$5.02K -13 -0.4%
RC
1760
Randolph Company
Ohio
$1.3M +$22K +57 +2%
AWA
1761
ARQ Wealth Advisors
Arizona
$1.3M -$14.3K -37 -1%
JPG
1762
Jordan Park Group
California
$1.3M – – –
TF
1763
Tompkins Financial
New York
$1.3M – – –
EP
1764
Eudaimonia Partners
Tennessee
$1.29M +$1.3M +3,368 New
PTC
1765
Philadelphia Trust Company
Pennsylvania
$1.29M – – –
NWM
1766
Northwest Wealth Management
Iowa
$1.29M -$1.35M -3,508 -51%
ACA
1767
Aptus Capital Advisors
Alabama
$1.29M -$20.5K -53 -2%
SPL
1768
Smart Portfolios LLC
Washington
$1.29M +$1.29M +3,347 New
MA
1769
MONECO Advisors
Connecticut
$1.29M -$149K -387 -10%
HFS
1770
Heritage Financial Services
Massachusetts
$1.28M +$399K +1,033 +45%
GC
1771
Gratus Capital
Georgia
$1.28M -$164K -425 -11%
CFD
1772
Creative Financial Designs
Indiana
$1.28M -$30.9K -80 -2%
MCM
1773
McRae Capital Management
New Jersey
$1.28M -$135K -350 -10%
SWMP
1774
Signature Wealth Management Partners
New Jersey
$1.28M -$46.3K -120 -3%
ODIJL
1775
One Day In July LLC
Vermont
$1.27M +$321K +833 +34%
69 70
71
72 73