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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1901
Forza Wealth Management
Florida
$3.12M +$1.3M +2,265 +82%
MSA
1902
McAlister Sweet & Associates
Texas
$3.11M -$39.8M -69,332 -93%
CAM
1903
Cidel Asset Management
Ontario, Canada
$3.11M -$50K -87 -2%
CCA
1904
Carrera Capital Advisors
Michigan
$3.11M -$653K -1,137 -19%
CL
1905
COWA LLC
Oklahoma
$3.11M +$51.1K +89 +2%
SFWA
1906
Summit Financial Wealth Advisors
Louisiana
$3.09M -$5.74K -10 -0.2%
AWMNY
1907
Arcadia Wealth Management (New York)
New York
$3.08M +$651K +1,134 +30%
AIM
1908
Arcadia Investment Management
Michigan
$3.08M – – –
IP
1909
Investment Partners
Ohio
$3.07M -$157K -274 -5%
KBFS
1910
Kohmann Bosshard Financial Services
Ohio
$3.07M – – –
VWM
1911
Valley Wealth Managers
New Jersey
$3.06M -$97.6K -170 -3%
CSC
1912
Caldwell Sutter Capital
California
$3.06M -$2.87K -5 -0.1%
RCWMU
1913
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.06M +$2.83M +4,929 New
WF
1914
Warner Financial
Maryland
$3.06M -$5.17K -9 -0.2%
CCA
1915
Clarity Capital Advisors
Florida
$3.04M +$6.89K +12 +0.2%
TDWM
1916
Topel & Distasi Wealth Management
California
$3.04M – – –
SA
1917
SRH Advisors
Kansas
$3.03M +$116K +202 +4%
PPA
1918
Painted Porch Advisors
California
$3.02M -$20.1K -35 -0.7%
MWM
1919
Melfa Wealth Management
Massachusetts
$3.02M -$5.74K -10 -0.2%
KCPG
1920
Kavar Capital Partners Group
Kansas
$3.02M -$12.6K -22 -0.4%
CA
1921
Capital Advantage
California
$3.02M -$425K -740 -13%
FCM
1922
Fortis Capital Management
Washington
$3.02M +$4.59K +8 +0.2%
HWM
1923
Howard Wealth Management
Connecticut
$3.01M -$78.1K -136 -3%
PWM
1924
PMG Wealth Management
Illinois
$3M +$513K +893 +23%
MWA
1925
Monograph Wealth Advisors
California
$3M – – –
75 76
77
78 79