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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1926
Worth Financial Advisory Group
North Carolina
$3.35M -$84.4K -131 -3%
CL
1927
COWA LLC
Oklahoma
$3.34M -$12.2K -19 -0.4%
PCMF
1928
Private Capital Management (Florida)
Florida
$3.32M -$38.6K -60 -1%
FCM
1929
Firestone Capital Management
Florida
$3.3M +$316K +490 +11%
RCWMU
1930
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.3M – – –
WF
1931
Warner Financial
Maryland
$3.3M +$3.86K +6 +0.1%
CF
1932
Centaurus Financial
California
$3.3M +$138K +214 +5%
PWM
1933
PMG Wealth Management
Illinois
$3.29M +$64.4K +100 +2%
GFPC
1934
Global Financial Private Client
Florida
$3.29M -$201K -312 -6%
KAM
1935
Knightsbridge Asset Management
California
$3.29M +$256K +398 +9%
IP
1936
Investment Partners
Ohio
$3.28M -$30.3K -47 -0.9%
FFWA
1937
Forthright Family Wealth Advisory
Texas
$3.27M +$2.77M +4,308 +740%
HWM
1938
Howard Wealth Management
Connecticut
$3.27M +$16.1K +25 +0.5%
SA
1939
SRH Advisors
Kansas
$3.27M – – –
EP
1940
Essential Partners
California
$3.26M +$99.2K +154 +3%
FCM
1941
Fortis Capital Management
Washington
$3.26M +$1.29K +2 +0%
MWM
1942
Melfa Wealth Management
Massachusetts
$3.26M -$3.22K -5 -0.1%
EAM
1943
Evanson Asset Management
California
$3.25M -$479K -743 -13%
SPC
1944
Spirepoint Private Client
Florida
$3.24M +$63.8K +99 +2%
CSC
1945
Caldwell Sutter Capital
California
$3.24M -$55.4K -86 -2%
RFG
1946
REAP Financial Group
Texas
$3.24M +$101K +157 +3%
CCA
1947
Clarity Capital Advisors
Florida
$3.23M -$44.4K -69 -1%
MGW
1948
MB Generational Wealth
Washington
$3.23M +$3.11M +4,828 New
PPA
1949
Painted Porch Advisors
California
$3.23M -$29.6K -46 -0.9%
CA
1950
Capital Advantage
California
$3.22M -$30.3K -47 -1%
76 77
78
79 80