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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
1951
Arrowroot Family Office
California
$1M -$297K -663 -22%
BFG
1952
Berger Financial Group
Minnesota
$1M +$6.71K +15 +0.6%
MIG
1953
McGuire Investment Group
Rhode Island
$999K +$5.37K +12 +0.5%
LHWM
1954
Lake Hills Wealth Management
Texas
$998K – – –
BMA
1955
Brooks Moore & Associates
Tennessee
$998K -$134K -300 -11%
CCM
1956
Carlson Capital Management
Minnesota
$995K +$46.1K +103 +5%
BWM
1957
Birchcreek Wealth Management
Ohio
$993K -$4.03K -9 -0.4%
CAL
1958
Capital Advisors Ltd
Ohio
$993K – – –
CIA
1959
Cape Investment Advisory
Georgia
$993K +$164K +367 +19%
KP
1960
Keel Point
Alabama
$984K +$381K +852 +59%
SWM
1961
SeaCrest Wealth Management
New York
$983K +$24.6K +55 +2%
TLA
1962
Tanglewood Legacy Advisors
Texas
$983K – – –
LSIA
1963
LaSalle St. Investment Advisors
Illinois
$981K -$299K -668 -23%
JPG
1964
Jordan Park Group
California
$980K – – –
GB
1965
Goepper Burkhardt
South Carolina
$975K – – –
FAM
1966
Forte Asset Management
New York
$973K -$174K -389 -15%
MFGM
1967
Marshall Financial Group (Maryland)
Maryland
$973K +$1.01M +2,265 New
SC
1968
Slow Capital
California
$970K – – –
AP
1969
Atwood & Palmer
Missouri
$969K – – –
RP
1970
Reinhart Partners
Wisconsin
$964K – – –
SA
1971
Shilanski & Associates
Alaska
$964K -$591K -1,322 -37%
JCM
1972
Jacobi Capital Management
Pennsylvania
$963K +$186K +416 +23%
HFS
1973
Heritage Financial Services
Massachusetts
$962K +$8.95K +20 +0.9%
ILI
1974
Invesco LLC (Illinois)
Illinois
$958K +$998K +2,232 New
BI
1975
Ballast Inc
Kentucky
$957K -$76.5K -171 -7%
77 78
79
80 81