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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1926
Allegheny Financial Group
Pennsylvania
$1.54M +$354K +792 +32%
AC
1927
AlphaCore Capital
California
$1.54M +$50.6K +113 +4%
NL
1928
Navalign LLC
California
$1.54M -$1.05M -2,354 -42%
SFB
1929
STAR Financial Bank
Indiana
$1.54M +$893K +1,996 +163%
VAF
1930
Values Added Financial
District of Columbia
$1.53M +$764K +1,708 +114%
IIA
1931
IPG Investment Advisors
California
$1.53M +$1.43M +3,206 New
RW
1932
REDW Wealth
New Mexico
$1.53M +$354K +791 +33%
FEM
1933
Fulcrum Equity Management
Texas
$1.52M +$1.43M +3,188 New
WCAMG
1934
Woodard & Company Asset Management Group
North Carolina
$1.52M -$533K -1,191 -27%
GWM
1935
Greenwich Wealth Management
Connecticut
$1.51M -$71.2K -159 -5%
FWM
1936
Fingerlakes Wealth Management
New York
$1.51M +$2.69K +6 +0.2%
AWA
1937
ARQ Wealth Advisors
Arizona
$1.5M -$25.5K -57 -2%
APW
1938
Atlantic Private Wealth
North Carolina
$1.5M +$448 +1 +0%
MPCL
1939
My Personal CFO LLC
Washington
$1.5M +$3.58K +8 +0.3%
FWM
1940
Forza Wealth Management
Florida
$1.49M -$170K -380 -11%
PP
1941
Patron Partners
Texas
$1.49M -$85.9K -192 -6%
TTWM
1942
TCV Trust & Wealth Management
Virginia
$1.49M +$35.4K +79 +3%
EGWAG
1943
Elwood & Goetz Wealth Advisory Group
Georgia
$1.49M -$243K -544 -15%
NWM
1944
Northwest Wealth Management
Iowa
$1.49M -$448 -1 -0%
IIM
1945
InTrack Investment Management
Vermont
$1.49M -$13K -29 -0.9%
MCM
1946
McRae Capital Management
New Jersey
$1.48M +$26.9K +60 +2%
CDH
1947
Charles D. Hyman
$1.48M – – –
RBC
1948
Roble Belko & Company
Pennsylvania
$1.48M +$11.6K +26 +0.8%
EWM
1949
Executive Wealth Management
Michigan
$1.48M -$50.1K -112 -3%
PL
1950
Parthenon LLC
Kentucky
$1.48M +$240K +536 +21%
76 77
78
79 80