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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1951
Cape Investment Advisory
Georgia
$3.67M +$1.03M +1,503 +37%
IAS
1952
IMA Advisory Services
Colorado
$3.67M – – –
LCC
1953
Lincoln Capital Corp
Rhode Island
$3.66M -$721K -1,056 -16%
FRA
1954
Frank Rimerman Advisors
California
$3.65M – – –
SFWA
1955
Summit Financial Wealth Advisors
Louisiana
$3.64M +$1.18M +1,725 +45%
FWA
1956
FSM Wealth Advisors
Ohio
$3.64M +$82.6K +121 +2%
RFG
1957
REAP Financial Group
Texas
$3.63M +$630K +922 +20%
CC
1958
Corsicana & Co
Texas
$3.62M -$71.7K -105 -2%
CCM
1959
Condor Capital Management
New Jersey
$3.6M -$112K -164 -3%
LWM
1960
Lyell Wealth Management
California
$3.59M -$63.5K -93 -2%
RF
1961
Roxbury Financial
New Jersey
$3.59M +$197K +288 +6%
BM
1962
Berman McAleer
Maryland
$3.59M +$62.8K +92 +2%
AIP
1963
ARS Investment Partners
New York
$3.58M +$4.78K +7 +0.1%
FA
1964
Fountainhead AM
New Jersey
$3.58M +$197K +288 +6%
OCPWS
1965
One Charles Private Wealth Services
Massachusetts
$3.55M +$21.2K +31 +0.6%
TF
1966
Tenzing Financial
Virginia
$3.55M -$2.05K -3 -0.1%
WCL
1967
Wealth Care LLC
Florida
$3.54M +$3.7M +5,423 New
ONST
1968
Old North State Trust
North Carolina
$3.52M – – –
ACP
1969
Arcus Capital Partners
Georgia
$3.52M -$4.14M -6,060 -53%
BOJHT
1970
Bank of Jackson Hole Trust
Wyoming
$3.52M -$2.12M -3,108 -37%
SFO
1971
Stenger Family Office
Illinois
$3.5M +$1.37K +2 +0%
RWMG
1972
Redwood Wealth Management Group
New Jersey
$3.49M -$17.8K -26 -0.5%
EP
1973
Essential Partners
California
$3.49M +$182K +267 +5%
NCG
1974
Newport Capital Group
New Jersey
$3.49M – – –
ADL
1975
Asset Dedication LLC
California
$3.48M +$108K +158 +3%
77 78
79
80 81