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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
1926
Richard W. Paul & Associates
Michigan
$4.79M +$2.19K +3 +0%
FPW
1927
Flywheel Private Wealth
California
$4.78M +$21.8K +30 +0.5%
AIM
1928
Allen Investment Management
New York
$4.77M +$49.5K +68 +1%
EP
1929
Essential Partners
California
$4.77M +$741K +1,018 +19%
IFS
1930
Intelligent Financial Strategies
Minnesota
$4.76M -$82.3K -113 -2%
OE
1931
OFS Enterprise
Nebraska
$4.75M -$1.46K -2 -0%
EIA
1932
Edgemoor Investment Advisors
Maryland
$4.75M -$724K -994 -14%
BA
1933
Bridgewater Advisors
New York
$4.74M – – –
HIF
1934
Hill Island Financial
Michigan
$4.72M – – –
KBFS
1935
Kohmann Bosshard Financial Services
Ohio
$4.71M -$21.1K -29 -0.5%
CPW
1936
Cove Private Wealth
New York
$4.71M +$1.27M +1,749 +39%
AIC
1937
Ayalon Insurance Company
Israel
$4.69M -$1.78M -2,443 -28%
OKSA
1938
O'Keefe Stevens Advisory
New York
$4.69M -$8.01K -11 -0.2%
KHC
1939
Koesten Hirschmann & Crabtree
Kansas
$4.68M -$72.8K -100 -2%
MFF
1940
Michels Family Financial
Texas
$4.68M -$82.3K -113 -2%
FCB
1941
First County Bank
Connecticut
$4.68M +$5.83K +8 +0.1%
FWM
1942
Forza Wealth Management
Florida
$4.66M -$272K -374 -6%
MSA
1943
McAlister Sweet & Associates
Texas
$4.63M +$132K +181 +3%
CBT
1944
CoreFirst Bank & Trust
Kansas
$4.63M -$122K -167 -3%
EK
1945
Evensky & Katz
Florida
$4.61M +$8.01K +11 +0.2%
RRMM
1946
Regatta Research & Money Management
Louisiana
$4.6M +$4.48M +6,149 New
BPWM
1947
BCS Private Wealth Management
New Jersey
$4.6M -$30.6K -42 -0.7%
RWM
1948
Raffa Wealth Management
District of Columbia
$4.59M +$2.05M +2,817 +85%
TF
1949
Tudor Financial
Ohio
$4.59M +$6.55K +9 +0.1%
ZIC
1950
ZWJ Investment Counsel
Georgia
$4.57M -$57.5K -79 -1%
76 77
78
79 80