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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1751
Canopy Partners
Ohio
$2.24M +$2.1M +4,688 New
GCM
1752
Gallacher Capital Management
Colorado
$2.24M +$302K +675 +17%
SA
1753
SRH Advisors
Kansas
$2.23M – – –
PWM
1754
PBMares Wealth Management
Virginia
$2.23M -$45.7K -102 -2%
LWA
1755
Lantern Wealth Advisors
New York
$2.23M +$2.09M +4,671 New
SSWM
1756
Smith Salley Wealth Management
North Carolina
$2.23M -$1.12M -2,506 -35%
MRWM
1757
ML&R Wealth Management
Texas
$2.23M +$682K +1,523 +49%
TWM
1758
Tolleson Wealth Management
Texas
$2.22M – – –
SRC
1759
Sage Rhino Capital
California
$2.22M – – –
TA
1760
TrueWealth Advisors
Alabama
$2.22M +$149K +334 +8%
CPG
1761
Cornerstone Planning Group
New Jersey
$2.22M -$1.05M -2,343 -33%
LC
1762
Lincoln Capital
Nebraska
$2.22M +$4.48K +10 +0.2%
LWANC
1763
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.21M -$18.4K -41 -0.9%
GIA
1764
GHP Investment Advisors
Colorado
$2.21M +$7.61K +17 +0.4%
WI
1765
Wedgewood Investors
Pennsylvania
$2.2M -$89.5K -200 -4%
SWA
1766
SOA Wealth Advisors
New York
$2.2M -$10.7K -24 -0.5%
FWA
1767
FSM Wealth Advisors
Ohio
$2.2M +$2.69K +6 +0.1%
APW
1768
Austin Private Wealth
Texas
$2.18M +$13.4K +30 +0.7%
PMG
1769
ProVise Management Group
Florida
$2.18M -$30.9K -69 -1%
AWM
1770
Aprio Wealth Management
Georgia
$2.17M -$35.8K -80 -2%
OWP
1771
Obermeyer Wealth Partners
Colorado
$2.17M -$23.7K -53 -1%
KCPG
1772
Kavar Capital Partners Group
Kansas
$2.17M -$91.8K -205 -4%
GWA
1773
Gratus Wealth Advisors
Virginia
$2.16M +$2.02M +4,521 New
FGA
1774
Fortis Group Advisors
New Jersey
$2.15M +$47.9K +107 +2%
GJIA
1775
Glass Jacobson Investment Advisors
Maryland
$2.15M +$70.7K +158 +4%
69 70
71
72 73