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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1901
LJI Wealth Management
Indiana
$960K +$16K +40 +2%
LHWM
1902
Lake Hills Wealth Management
Texas
$956K – – –
KTC
1903
Kistler-Tiffany Companies
Pennsylvania
$955K +$401 +1 +0%
LSIA
1904
LaSalle St. Investment Advisors
Illinois
$954K +$7.22K +18 +0.8%
KAM
1905
KEB Asset Management
Illinois
$954K – – –
SWA
1906
Sightline Wealth Advisors
Connecticut
$951K -$534K -1,331 -37%
CCM
1907
Colorado Capital Management
Colorado
$951K -$4.41K -11 -0.5%
SI
1908
Saxon Interests
Texas
$951K – – –
WW
1909
Waterfront Wealth
Kansas
$943K +$311K +775 +51%
HGERS
1910
Householder Group Estate & Retirement Specialist
Arizona
$942K +$919K +2,291 New
BI
1911
Ballast Inc
Kentucky
$941K +$401 +1 +0%
AAP
1912
Arax Advisory Partners
Colorado
$941K +$2K +5 +0.2%
APP
1913
Avantax Planning Partners
Iowa
$941K +$16.4K +41 +2%
MIG
1914
McGuire Investment Group
Rhode Island
$935K +$3.21K +8 +0.4%
GB
1915
Goepper Burkhardt
South Carolina
$934K – – –
EA
1916
Eudaimonia Advisors
Tennessee
$933K -$105K -261 -10%
SC
1917
Slow Capital
California
$933K -$194K -484 -18%
HFS
1918
Heritage Financial Services
Massachusetts
$928K -$435K -1,084 -32%
PCH
1919
PGIM Custom Harvest
New Jersey
$923K +$392K +978 +77%
I2I
1920
Insight 2811 Inc
Illinois
$920K -$17.2K -43 -2%
SWM
1921
SeaCrest Wealth Management
New York
$919K +$14.8K +37 +2%
PWP
1922
Perfromance Wealth Partners
Illinois
$918K -$82.2K -205 -8%
CAL
1923
Capital Advisors Ltd
Ohio
$916K – – –
PWG
1924
Private Wealth Group
Florida
$913K -$708K -1,766 -44%
B
1925
Bellecapital
Switzerland
$912K -$58.1K -145 -6%
75 76
77
78 79