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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1751
Clark Asset Management
New Hampshire
$1.48M +$42K +94 +3%
AFO
1752
Allie Family Office
Florida
$1.47M -$291K -650 -16%
GFL
1753
Granite FO LLC
New Hampshire
$1.47M – – –
RPWA
1754
Regent Peak Wealth Advisors
Georgia
$1.46M – – –
VCM
1755
Versant Capital Management
Arizona
$1.46M +$1.32M +2,940 +652%
SIA
1756
Schechter Investment Advisors
Michigan
$1.45M +$307K +687 +25%
TF
1757
Tompkins Financial
New York
$1.45M +$9.39K +21 +0.6%
AIP
1758
ARS Investment Partners
New York
$1.45M – – –
TCOT
1759
Trust Company of Toledo
Ohio
$1.45M – – –
IWM
1760
Iams Wealth Management
Nebraska
$1.45M +$1.51M +3,370 New
PTC
1761
Philadelphia Trust Company
Pennsylvania
$1.45M – – –
MI
1762
Moneywise Inc
Virginia
$1.45M +$25.5K +57 +2%
IWA
1763
Inspirion Wealth Advisors
Illinois
$1.44M -$2.68K -6 -0.2%
ZIG
1764
Zullo Investment Group
Pennsylvania
$1.43M -$17.9K -40 -1%
ACP
1765
Aviance Capital Partners
Florida
$1.43M -$87.2K -195 -6%
GWM
1766
Greenwich Wealth Management
Connecticut
$1.43M -$338K -755 -18%
PP
1767
Patron Partners
Texas
$1.42M +$97.5K +218 +7%
KCM
1768
Kornitzer Capital Management
Kansas
$1.42M – – –
OWA
1769
Octavia Wealth Advisors
Ohio
$1.41M +$328K +734 +29%
MSWM
1770
McGlone Suttner Wealth Management
Wisconsin
$1.41M -$95.7K -214 -6%
MA
1771
MONECO Advisors
Connecticut
$1.4M +$321K +717 +28%
EFL
1772
ERn Financial LLC
Wisconsin
$1.4M +$65.8K +147 +5%
CFS
1773
Cannon Financial Strategists
Georgia
$1.4M -$87.7K -196 -6%
LFA
1774
LGT Financial Advisors
Texas
$1.4M +$356K +797 +32%
PSC
1775
Prentiss Smith & Co
Vermont
$1.4M +$409K +915 +39%
69 70
71
72 73