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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1926
Clarkston Capital Partners
Michigan
$4.21M +$64.5K +95 +2%
GJWM
1927
Gilliland Jeter Wealth Management
Arkansas
$4.2M +$506K +745 +14%
CG
1928
Curat Global
New Hampshire
$4.2M -$2.04M -3,000 -33%
EFL
1929
ERn Financial LLC
Wisconsin
$4.19M +$50.9K +75 +1%
HIIFS
1930
Harel Insurance Investments & Financial Services
Israel
$4.19M +$3.94M +5,800 +1,853%
HWM
1931
Howard Wealth Management
Connecticut
$4.19M +$835K +1,230 +25%
BHPW
1932
Beverly Hills Private Wealth
California
$4.17M +$29.9K +44 +0.7%
OC
1933
Oakworth Capital
Alabama
$4.16M – – –
LWP
1934
Laurel Wealth Planning
Minnesota
$4.16M -$1.22M -1,798 -23%
CBT
1935
CoreFirst Bank & Trust
Kansas
$4.16M -$395K -581 -9%
WFA
1936
WestHill Financial Advisors
California
$4.16M -$30.6K -45 -0.7%
TWCA
1937
Two West Capital Advisors
Kansas
$4.15M +$141K +208 +4%
LCM
1938
Liberty Capital Management
Michigan
$4.14M -$89K -131 -2%
GWM
1939
GDS Wealth Management
Texas
$4.14M -$21.7K -32 -0.5%
IA
1940
Invested Advisors
Pennsylvania
$4.13M +$676K +995 +20%
AIM
1941
Allen Investment Management
New York
$4.13M +$4.1M +6,032 New
LKBC
1942
L.K. Benson & Company
Maryland
$4.12M -$523K -770 -11%
RCM
1943
Raleigh Capital Management
North Carolina
$4.12M +$234K +345 +6%
MSA
1944
McAlister Sweet & Associates
Texas
$4.12M +$246K +362 +6%
TPWM
1945
Torrey-Payne Wealth Management
California
$4.12M +$4.02M +5,914 New
AWA
1946
Aaron Wealth Advisors
Illinois
$4.11M +$10.2K +15 +0.3%
WFS
1947
WealthGarden F.S.
California
$4.11M +$10.2K +15 +0.3%
MA
1948
Maxele Advisors
Missouri
$4.11M -$25.8K -38 -0.6%
RA
1949
Ruggaard & Associates
Ohio
$4.09M -$1.16M -1,707 -22%
TAM
1950
Titleist Asset Management
Texas
$4.08M +$212K +312 +6%
76 77
78
79 80