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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1876
Clarity Wealth Advisors
California
$1.16M +$140K +313 +13%
PCM
1877
Palisade Capital Management
New Jersey
$1.15M +$157K +350 +15%
AIP
1878
Almanack Investment Partners
Pennsylvania
$1.15M -$388K -867 -24%
ZB
1879
Zions Bancorporation
Utah
$1.15M – – –
EGA
1880
E&G Advisors
Texas
$1.15M -$34K -76 -3%
NFSG
1881
Newbridge Financial Services Group
Florida
$1.14M +$288K +644 +32%
KIG
1882
Kowal Investment Group
Wisconsin
$1.14M -$494K -1,105 -29%
CNB
1883
Camden National Bank
Maine
$1.14M -$204K -456 -15%
AO
1884
Advisor OS
Illinois
$1.14M +$9.39K +21 +0.8%
TL
1885
Tradewinds LLC
North Carolina
$1.14M -$35.3K -79 -3%
JMFC
1886
J.M. Forbes & Co
Massachusetts
$1.14M – – –
SWM
1887
Sugarloaf Wealth Management
Georgia
$1.14M – – –
KLCM
1888
KG&L Capital Management
Louisiana
$1.14M -$33.5K -75 -3%
CWM
1889
Collaborative Wealth Management
Florida
$1.13M +$21.9K +49 +2%
ACS
1890
Archford Capital Strategies
Illinois
$1.13M +$114K +255 +11%
BTW
1891
Boston Trust Walden
Massachusetts
$1.13M – – –
TCBWMS
1892
Texas Capital Bank Wealth Management Services
Texas
$1.13M -$219K -490 -16%
MMG
1893
Monetary Management Group
Missouri
$1.13M – – –
HIP
1894
Harrell Investment Partners
Texas
$1.12M -$25.9K -58 -2%
EHC
1895
Everett Harris & Co
California
$1.12M -$13.4K -30 -1%
LAM
1896
Lakewood Asset Management
Illinois
$1.12M -$45.6K -102 -4%
RP
1897
Riverbridge Partners
Minnesota
$1.11M +$187K +418 +19%
SWM
1898
Soundmark Wealth Management
Washington
$1.11M -$1.79K -4 -0.2%
SCP
1899
Sandhill Capital Partners
New York
$1.11M +$53.7K +120 +5%
LCC
1900
Lincoln Capital Corp
Rhode Island
$1.1M -$81.4K -182 -7%
74 75
76
77 78