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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1776
Crew Capital Management
Ohio
$1.26M -$220K -569 -15%
MI
1777
Moneywise Inc
Virginia
$1.26M -$8.88K -23 -0.7%
PIA
1778
Panoramic Investment Advisors
Colorado
$1.26M +$1.26M +3,275 New
AC
1779
AlphaCore Capital
California
$1.25M – – –
FSC
1780
Full Sail Capital
Oklahoma
$1.25M -$52.9K -137 -4%
FFA
1781
Founders Financial Alliance
North Carolina
$1.25M -$391K -1,012 -24%
PGWM
1782
Pitti Group Wealth Management
New York
$1.24M -$17.4K -45 -1%
CPA
1783
Court Place Advisors
Maryland
$1.24M +$1.24M +3,224 New
FWM
1784
Fingerlakes Wealth Management
New York
$1.23M +$4.25K +11 +0.3%
BCM
1785
Brookmont Capital Management
Texas
$1.23M -$51.7K -134 -4%
GA
1786
Greenspring Advisors
Maryland
$1.22M -$270K -699 -18%
DLCIG
1787
D.L. Carlson Investment Group
New Hampshire
$1.22M – – –
WCM
1788
Weik Capital Management
Pennsylvania
$1.22M +$46.3K +120 +4%
GWM
1789
Greenwich Wealth Management
Connecticut
$1.22M +$624K +1,618 +104%
DP
1790
DDD Partners
Washington
$1.21M – – –
PA
1791
Parkside Advisors
California
$1.21M -$28.9K -75 -2%
SAM
1792
Summit Asset Management
Tennessee
$1.21M +$15.8K +41 +1%
MPCL
1793
My Personal CFO LLC
Washington
$1.21M – – –
FAM
1794
Family Asset Management
South Carolina
$1.21M +$1.21M +3,144 New
CIP
1795
Cornerstone Investment Partners
Georgia
$1.21M +$1.21M +3,138 New
RB
1796
Renasant Bank
Mississippi
$1.2M +$284K +735 +31%
TCM
1797
True Capital Management
California
$1.2M +$1.21M +3,130 New
TTWM
1798
TCV Trust & Wealth Management
Virginia
$1.19M -$13.9K -36 -1%
APA
1799
Astoria Portfolio Advisors
New York
$1.19M +$1.16M +2,997 New
EWA
1800
Etesian Wealth Advisors
Oregon
$1.18M +$1.19M +3,073 New
70 71
72
73 74