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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
2051
Key Financial Inc
Pennsylvania
$2.18M -$36K -61 -2%
CCA
2052
Clearwater Capital Advisors
Illinois
$2.18M +$59.6K +101 +3%
WHCI
2053
W.H. Cornerstone Investments
Massachusetts
$2.18M -$20.1K -34 -0.9%
DI
2054
Disciplined Investments
Oklahoma
$2.17M +$123K +208 +6%
SPIO
2055
Seven Post Investment Office
California
$2.17M – – –
APP
2056
Avantax Planning Partners
Iowa
$2.17M -$401K -679 -15%
GSIAS
2057
Garden State Investment Advisory Services
New Jersey
$2.17M +$224K +379 +11%
CIS
2058
Continental Investors Services
Washington
$2.16M -$5.32K -9 -0.2%
IA
2059
Inspire Advisors
Idaho
$2.16M +$229K +388 +11%
AWMNY
2060
Arcadia Wealth Management (New York)
New York
$2.15M +$743K +1,259 +49%
AWM
2061
Angeles Wealth Management
California
$2.15M +$591 +1 +0%
ICP
2062
Impact Capital Partners
Colorado
$2.15M +$216K +365 +11%
EF
2063
Envision Financial
Wisconsin
$2.15M – – –
UAG
2064
United Advisor Group
Ohio
$2.15M -$139K -236 -6%
CB
2065
Cadence Bank
Mississippi
$2.15M +$90.3K +153 +4%
AFO
2066
Allie Family Office
Florida
$2.15M +$352K +596 +19%
CPWA
2067
Cerro Pacific Wealth Advisors
California
$2.15M -$88.6K -150 -4%
SB
2068
Sunflower Bank
Texas
$2.13M +$43.1K +73 +2%
DP
2069
Denver PWM
Colorado
$2.13M +$591 +1 +0%
EL
2070
Essex LLC
Illinois
$2.12M -$5.32K -9 -0.2%
MCM
2071
Manchester Capital Management
Vermont
$2.12M -$2.61M -4,422 -54%
PFM
2072
Peak Financial Management
Massachusetts
$2.12M +$113K +192 +5%
PPC
2073
Pennington Partners & Co
Maryland
$2.11M +$882K +1,493 +66%
C1AG
2074
Client 1st Advisory Group
Florida
$2.11M – – –
WAM
2075
Weatherly Asset Management
California
$2.1M +$22.4K +38 +1%
81 82
83
84 85