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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
1951
Donor Advised Charitable Giving
California
$3.22M -$1.21M -1,879 -28%
HFS
1952
Hopwood Financial Services
Virginia
$3.21M -$6.44K -10 -0.2%
AWM
1953
Alterna Wealth Management
Texas
$3.21M -$268K -416 -8%
TYCC
1954
Texas Yale Capital Corp
Florida
$3.21M – – –
BFA
1955
Beacon Financial Advisory
Ohio
$3.2M -$3.86K -6 -0.1%
GCM
1956
Generation Capital Management
New York
$3.19M -$16.1K -25 -0.5%
BCM
1957
Birmingham Capital Management
Alabama
$3.19M – – –
AF
1958
Alerus Financial
North Dakota
$3.19M +$12.9K +20 +0.4%
GWA
1959
Gratus Wealth Advisors
Virginia
$3.19M -$18K -28 -0.6%
HAS
1960
HBW Advisory Services
California
$3.18M +$229K +355 +8%
PMA
1961
Prudent Man Advisors
Illinois
$3.17M -$1.3M -2,014 -30%
TF
1962
Tudor Financial
Ohio
$3.17M +$166K +258 +6%
MA
1963
Marquette Associates
Illinois
$3.16M -$20.6M -32,027 -87%
VWM
1964
Valley Wealth Managers
New Jersey
$3.16M -$141K -219 -4%
KCPG
1965
Kavar Capital Partners Group
Kansas
$3.15M -$99.8K -155 -3%
SWA
1966
Sterling Wealth Advisors
Florida
$3.15M – – –
DC
1967
Darrow Company
Massachusetts
$3.15M -$18K -28 -0.6%
SAM
1968
SP Asset Management
California
$3.14M +$318K +493 +12%
DWM
1969
Diversify Wealth Management
Utah
$3.13M +$1.49M +2,309 +103%
SRC
1970
Sage Rhino Capital
California
$3.12M – – –
TWM
1971
Tolleson Wealth Management
Texas
$3.12M – – –
ACA
1972
Ackerman Capital Advisors
Texas
$3.11M – – –
MCM
1973
Mengis Capital Management
Oregon
$3.1M +$2.58K +4 +0.1%
TPWA
1974
TRUE Private Wealth Advisors
Oregon
$3.09M -$61.8K -96 -2%
SRCM
1975
Signature Resources Capital Management
California
$3.09M – – –
77 78
79
80 81