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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1901
Carrera Capital Advisors
Michigan
$3.11M -$653K -1,137 -19%
CL
1902
COWA LLC
Oklahoma
$3.11M +$51.1K +89 +2%
SFWA
1903
Summit Financial Wealth Advisors
Louisiana
$3.09M -$5.74K -10 -0.2%
AWMNY
1904
Arcadia Wealth Management (New York)
New York
$3.08M +$651K +1,134 +30%
AIM
1905
Arcadia Investment Management
Michigan
$3.08M – – –
IP
1906
Investment Partners
Ohio
$3.07M -$157K -274 -5%
KBFS
1907
Kohmann Bosshard Financial Services
Ohio
$3.07M – – –
VWM
1908
Valley Wealth Managers
New Jersey
$3.06M -$97.6K -170 -3%
CSC
1909
Caldwell Sutter Capital
California
$3.06M -$2.87K -5 -0.1%
RCWMU
1910
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.06M +$2.83M +4,929 New
WF
1911
Warner Financial
Maryland
$3.06M -$5.17K -9 -0.2%
CCA
1912
Clarity Capital Advisors
Florida
$3.04M +$6.89K +12 +0.2%
TDWM
1913
Topel & Distasi Wealth Management
California
$3.04M – – –
SA
1914
SRH Advisors
Kansas
$3.03M +$116K +202 +4%
PPA
1915
Painted Porch Advisors
California
$3.02M -$20.1K -35 -0.7%
MWM
1916
Melfa Wealth Management
Massachusetts
$3.02M -$5.74K -10 -0.2%
KCPG
1917
Kavar Capital Partners Group
Kansas
$3.02M -$12.6K -22 -0.4%
CA
1918
Capital Advantage
California
$3.02M -$425K -740 -13%
FCM
1919
Fortis Capital Management
Washington
$3.02M +$4.59K +8 +0.2%
HWM
1920
Howard Wealth Management
Connecticut
$3.01M -$78.1K -136 -3%
PWM
1921
PMG Wealth Management
Illinois
$3M +$513K +893 +23%
MWA
1922
Monograph Wealth Advisors
California
$3M – – –
APW
1923
Austin Private Wealth
Texas
$3M -$574 -1 -0%
SWM
1924
Segment Wealth Management
Texas
$2.99M -$9.19K -16 -0.3%
HFS
1925
Hopwood Financial Services
Virginia
$2.99M – – –
75 76
77
78 79