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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
1951
Arax Advisory Partners
Colorado
$878K -$1.93K -5 -0.2%
I2I
1952
Insight 2811 Inc
Illinois
$876K +$198K +513 +29%
IC
1953
Innealta Capital
Texas
$874K +$588K +1,523 +203%
AC
1954
AWM Capital
Arizona
$873K – – –
GB
1955
Goepper Burkhardt
South Carolina
$873K – – –
MIG
1956
McGuire Investment Group
Rhode Island
$871K -$2.7K -7 -0.3%
CA
1957
Calton & Associates
Florida
$870K +$244K +631 +39%
DWM
1958
Drive Wealth Management
Utah
$864K +$259K +670 +42%
APP
1959
Avantax Planning Partners
Iowa
$863K -$154K -398 -15%
PMG
1960
ProVise Management Group
Florida
$863K -$15.8K -41 -2%
AM
1961
Atwater Malick
Pennsylvania
$862K +$6.95K +18 +0.8%
JCM
1962
Janney Capital Management
Pennsylvania
$861K +$649K +1,682 +301%
PFBT
1963
Parkside Financial Bank & Trust
Missouri
$860K -$2.7K -7 -0.3%
ULWM
1964
Upper Left Wealth Management
Florida
$859K -$91.5K -237 -10%
CWM
1965
Cabot Wealth Management
Massachusetts
$859K -$110K -285 -11%
CFCI
1966
Comprehensive Financial Consultants Institutional
Indiana
$857K +$32K +83 +4%
CAL
1967
Capital Advisors Ltd
Ohio
$856K – – –
BFG
1968
Berger Financial Group
Minnesota
$856K +$859K +2,227 New
JCM
1969
J2 Capital Management
Michigan
$852K -$8.49K -22 -1%
CCM
1970
Carlson Capital Management
Minnesota
$851K -$130K -337 -13%
SWM
1971
SeaCrest Wealth Management
New York
$844K +$386 +1 +0%
CA
1972
Cortland Associates
Missouri
$843K -$160K -414 -16%
TWM
1973
Trinity Wealth Management
Pennsylvania
$842K +$11.2K +29 +1%
AWM
1974
Affinity Wealth Management
Delaware
$836K – – –
RAM
1975
Redmond Asset Management
Virginia
$830K +$69.5K +180 +9%
77 78
79
80 81