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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1826
Alta Wealth Advisors
Massachusetts
$2.62M +$320K +576 +15%
MIIM
1827
Mesirow Institutional Investment Management
Illinois
$2.62M +$9.45K +17 +0.4%
FC
1828
Financial Consulate
Maryland
$2.61M -$48.9K -88 -2%
LA
1829
Lane & Associates
New Jersey
$2.6M -$47.8K -86 -2%
APP
1830
Avantax Planning Partners
Iowa
$2.6M -$55K -99 -2%
GIA
1831
GHP Investment Advisors
Colorado
$2.58M +$7.23K +13 +0.3%
HH
1832
Hilltop Holdings
Texas
$2.57M +$176K +316 +8%
LCM
1833
Lazari Capital Management
California
$2.57M -$434K -780 -15%
BA
1834
Bridge Advisory
California
$2.56M -$61.7K -111 -2%
CF
1835
Centaurus Financial
California
$2.55M -$4.5M -8,087 -65%
WE
1836
Wealth Effects
Massachusetts
$2.55M – – –
SCTC
1837
Sanibel Captiva Trust Company
Florida
$2.55M – – –
BMO
1838
Beck Mack & Oliver
New York
$2.54M – – –
TYCC
1839
Texas Yale Capital Corp
Florida
$2.53M +$1.3M +2,330 +113%
ACM
1840
AlphaStar Capital Management
North Carolina
$2.53M -$119K -214 -5%
PCMF
1841
Private Capital Management (Florida)
Florida
$2.53M +$297K +535 +14%
OPWM
1842
Oxinas Partners Wealth Management
Indiana
$2.52M -$556 -1 -0%
BSHC
1843
Breed's Hill Capital
Massachusetts
$2.51M – – –
SWM
1844
StoneCrest Wealth Management
Arizona
$2.5M -$133K -240 -5%
VCM
1845
Virtue Capital Management
Tennessee
$2.5M +$1.67K +3 +0.1%
ICM
1846
Islay Capital Management
Texas
$2.5M -$61.2K -110 -2%
CPA
1847
Court Place Advisors
Maryland
$2.5M – – –
SWA
1848
SOA Wealth Advisors
New York
$2.5M -$163K -294 -6%
SEM
1849
Strategic Equity Management
Arizona
$2.49M +$143K +258 +6%
SMA
1850
Sage Mountain Advisors
Georgia
$2.49M -$12.2K -22 -0.5%
72 73
74
75 76