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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
1951
Values Added Financial
District of Columbia
$1.69M – – –
TSS
1952
Two Sigma Securities
New York
$1.68M +$1.25M +2,500 +357%
BOPW
1953
Brandywine Oak Private Wealth
Pennsylvania
$1.68M +$130K +259 +9%
RRA
1954
Round Rock Advisors
Connecticut
$1.68M +$52K +104 +3%
FNWA
1955
Financial Network Wealth Advisors
Utah
$1.67M +$114K +227 +8%
ITB
1956
Idaho Trust Bank
Idaho
$1.67M -$1.94M -3,876 -55%
FWM
1957
Fingerlakes Wealth Management
New York
$1.67M +$500 +1 +0%
MBI
1958
May Barnhard Investments
Maryland
$1.65M -$120K -240 -7%
AWA
1959
ARQ Wealth Advisors
Arizona
$1.65M -$5.5K -11 -0.3%
APW
1960
Atlantic Private Wealth
North Carolina
$1.64M -$7.5K -15 -0.5%
PCM
1961
Palisade Capital Management
New Jersey
$1.64M +$144K +287 +10%
KLI
1962
Kelman-Lazarov Inc
Tennessee
$1.64M +$135K +270 +9%
EFG
1963
Ehrlich Financial Group
California
$1.64M -$2.47M -4,941 -61%
CDH
1964
Charles D. Hyman
$1.63M +$1.5K +3 +0.1%
RBC
1965
Roble Belko & Company
Pennsylvania
$1.63M +$3K +6 +0.2%
WCAMG
1966
Woodard & Company Asset Management Group
North Carolina
$1.63M -$37K -74 -2%
MPCL
1967
My Personal CFO LLC
Washington
$1.63M -$16.5K -33 -1%
MAG
1968
Mayfair Advisory Group
Alabama
$1.63M +$1.19M +2,377 +330%
LA
1969
Lifeworks Advisors
Michigan
$1.63M +$1.55M +3,096 New
BFC
1970
Blue Fin Capital
Rhode Island
$1.62M +$56.5K +113 +4%
MCM
1971
McRae Capital Management
New Jersey
$1.62M -$13.5K -27 -0.9%
CV
1972
Counterweight Ventures
North Carolina
$1.61M +$1.17M +2,336 +318%
KAM
1973
KEB Asset Management
Illinois
$1.61M – – –
KWM
1974
Kolinsky Wealth Management
New Jersey
$1.6M +$672K +1,344 +79%
RB
1975
Renasant Bank
Mississippi
$1.6M -$3.5K -7 -0.2%
77 78
79
80 81