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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1801
BTR Capital Management
California
$1.21M -$23K -50 -2%
CAMG
1802
CWA Asset Management Group
Florida
$1.21M +$631K +1,370 +118%
FMI
1803
F/M Investments
District of Columbia
$1.2M +$98.2K +213 +9%
MA
1804
MAS Advisors
Florida
$1.2M +$1.16M +2,509 New
JE
1805
JMAC Enterprises
Pennsylvania
$1.2M +$1.22M +2,651 New
NWMG
1806
National Wealth Management Group
Ohio
$1.2M +$1.16M +2,510 New
AP
1807
Arlington Partners
Alabama
$1.2M – – –
NP
1808
NorthRock Partners
Minnesota
$1.2M +$83K +180 +8%
VCM
1809
Vigilant Capital Management
Maine
$1.2M +$1.08M +2,348 +1,496%
1SB
1810
1ST Source Bank
Indiana
$1.19M +$54.4K +118 +5%
RAM
1811
Riggs Asset Management
Pennsylvania
$1.19M +$433K +940 +60%
IWA
1812
Inspirion Wealth Advisors
Illinois
$1.19M – – –
RP
1813
Reinhart Partners
Wisconsin
$1.19M – – –
NOI
1814
Newton One Investments
Delaware
$1.19M +$8.29K +18 +0.7%
CTFG
1815
Capstone Triton Financial Group
Oklahoma
$1.19M +$36.4K +79 +3%
BWA
1816
Blodgett Wealth Advisors
California
$1.19M +$1.15M +2,488 New
HZ
1817
Hixon Zuercher
Ohio
$1.19M +$1.15M +2,487 New
SWP
1818
Strategic Wealth Partners
Ohio
$1.18M -$186K -403 -14%
CAI
1819
Capital Advisors Inc
Oklahoma
$1.18M +$357K +774 +45%
TPA
1820
Trivium Point Advisory
Connecticut
$1.18M -$132K -287 -10%
CP
1821
Cumberland Partners
Ontario, Canada
$1.18M -$894K -1,940 -44%
CWP
1822
CFM Wealth Partners
Texas
$1.18M -$71.4K -155 -6%
GHA
1823
GW Henssler & Associates
Georgia
$1.17M +$1.13M +2,458 New
AFAS
1824
Acorn Financial Advisory Services
Virginia
$1.17M +$22.1K +48 +2%
CHP
1825
Cable Hill Partners
Oregon
$1.16M +$2.77K +6 +0.2%
71 72
73
74 75