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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
1776
Investors Research Corp
Georgia
$4.33M – – –
SPWM
1777
Straight Path Wealth Management
Michigan
$4.33M +$11.6K +18 +0.3%
1NWS
1778
1 North Wealth Services
Maryland
$4.33M -$199K -309 -5%
FWM
1779
Forza Wealth Management
Florida
$4.32M +$926K +1,438 +29%
MFG
1780
MidWestOne Financial Group
Iowa
$4.32M – – –
FFM
1781
Fullerton Fund Management
Singapore
$4.3M -$4.8M -7,460 -54%
PW
1782
PUREfi Wealth
Massachusetts
$4.28M +$772K +1,198 +23%
AWA
1783
Alta Wealth Advisors
Massachusetts
$4.26M -$3.22K -5 -0.1%
KBFS
1784
Kohmann Bosshard Financial Services
Ohio
$4.25M +$906K +1,406 +28%
T
1785
Tableaux
Massachusetts
$4.25M +$2.03M +3,154 +99%
HIF
1786
Hill Island Financial
Michigan
$4.23M -$10.9K -17 -0.3%
ZIC
1787
ZWJ Investment Counsel
Georgia
$4.22M +$251K +389 +7%
OFS
1788
Oldfather Financial Services
Nebraska
$4.22M -$24.5K -38 -0.6%
BWA
1789
BCU Wealth Advisors
Illinois
$4.22M +$195K +303 +5%
MFF
1790
Michels Family Financial
Texas
$4.21M -$111K -173 -3%
GFA
1791
Gallagher Fiduciary Advisors
Illinois
$4.21M -$144K -223 -3%
OWA
1792
ORBA Wealth Advisors
Illinois
$4.2M – – –
FBT
1793
First Bank & Trust
South Dakota
$4.19M +$210K +326 +5%
FCB
1794
First County Bank
Connecticut
$4.18M – – –
RBC
1795
Romano Brothers & Co
Illinois
$4.17M -$318K -493 -7%
UAG
1796
United Advisor Group
Ohio
$4.17M +$1.97M +3,056 +96%
BPWM
1797
BCS Private Wealth Management
New Jersey
$4.17M -$135K -210 -3%
CSIC
1798
Clifford Swan Investment Counsel
California
$4.15M +$34.8K +54 +0.9%
SCTC
1799
Sanibel Captiva Trust Company
Florida
$4.15M +$375K +583 +10%
TWM
1800
Thrive Wealth Management
Pennsylvania
$4.14M -$76.6K -119 -2%
70 71
72
73 74