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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
2051
HBW Advisory Services
California
$3.87M +$365K +501 +11%
TF
2052
Tenzing Financial
Virginia
$3.86M -$23.3K -32 -0.6%
TP
2053
Tranquility Partners
Tennessee
$3.86M -$9.47K -13 -0.3%
GIA
2054
GHP Investment Advisors
Colorado
$3.85M +$162K +223 +5%
EF
2055
Evanson Financial
Virginia
$3.85M +$3.75M +5,145 New
WA
2056
Westfuller Advisors
New York
$3.82M +$81.6K +112 +2%
DCM
2057
Donaldson Capital Management
Indiana
$3.81M -$72.1K -99 -2%
AIA
2058
Arcadia Investment Advisors
Idaho
$3.8M -$56.1K -77 -1%
FFS
2059
Flavin Financial Services
Florida
$3.8M +$558K +766 +18%
WFAG
2060
Worth Financial Advisory Group
North Carolina
$3.78M +$2.28M +3,135 +164%
SI
2061
Stash Investments
New York
$3.78M +$3.67M +5,046 New
BPFA
2062
Barnes Pettey Financial Advisors
Mississippi
$3.77M -$135K -185 -4%
AOWM
2063
Asset One Wealth Management
Washington
$3.75M -$333K -457 -8%
CAM
2064
Cidel Asset Management
Ontario, Canada
$3.75M – – –
RB
2065
Renasant Bank
Mississippi
$3.74M -$584K -802 -14%
GSEP
2066
Golden State Equity Partners
California
$3.74M -$13.2M -18,133 -78%
LWA
2067
Lantern Wealth Advisors
New York
$3.73M +$1.24M +1,702 +52%
TPA
2068
Trivium Point Advisory
Connecticut
$3.73M +$978K +1,343 +37%
IP
2069
Investment Partners
Ohio
$3.73M -$21.1K -29 -0.6%
CF
2070
Centaurus Financial
California
$3.73M +$13.8K +19 +0.4%
OWMIAS
2071
One Wealth Management Investment & Advisory Services
Florida
$3.72M +$591K +811 +20%
HWA
2072
HHM Wealth Advisors
Tennessee
$3.71M +$154K +212 +4%
RCWMU
2073
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.69M – – –
MKW
2074
Mullaney, Keating & Wright
Connecticut
$3.69M +$87.4K +120 +2%
RSF
2075
Rik Saylor Financial
Ohio
$3.69M +$386K +530 +12%
81 82
83
84 85