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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2051
Magnolia Capital Advisors
Mississippi
$3.09M +$218K +319 +7%
AWM
2052
Athena Wealth Management
Nevada
$3.08M -$4.1K -6 -0.1%
AW
2053
Alteri Wealth
California
$3.08M +$41K +60 +1%
KCPG
2054
Kavar Capital Partners Group
Kansas
$3.08M +$683 +1 +0%
KAM
2055
Knightsbridge Asset Management
California
$3.08M -$56.7K -83 -2%
MWM
2056
Melfa Wealth Management
Massachusetts
$3.07M -$47.1K -69 -1%
OWP
2057
Obermeyer Wealth Partners
Colorado
$3.07M +$538K +788 +20%
CWM
2058
Centric Wealth Management
Illinois
$3.07M -$54.6K -80 -2%
CFA
2059
CWS Financial Advisors
Michigan
$3.07M -$203K -298 -6%
FWP
2060
Flatrock Wealth Partners
California
$3.07M +$288K +422 +10%
PWP
2061
Private Wealth Partners
California
$3.07M -$811K -1,187 -20%
PWM
2062
PMG Wealth Management
Illinois
$3.07M -$167K -245 -5%
TPWA
2063
TRUE Private Wealth Advisors
Oregon
$3.05M +$51.9K +76 +2%
HAS
2064
HBW Advisory Services
California
$3.05M -$231K -339 -7%
ACA
2065
Ackerman Capital Advisors
Texas
$3.04M -$683 -1 -0%
MCM
2066
M1 Capital Management
Michigan
$3.03M -$32.1K -47 -1%
CCA
2067
Clearwater Capital Advisors
Illinois
$3.02M +$143K +210 +5%
DC
2068
Darrow Company
Massachusetts
$3.02M -$28.7K -42 -0.9%
BDPWM
2069
Barnes Dennig Private Wealth Management
Ohio
$3.02M +$71.7K +105 +2%
RIA
2070
Retirement Investment Advisors
Oklahoma
$3.01M – – –
PWC
2071
Pathfinder Wealth Consulting
North Carolina
$3M -$406K -594 -11%
IPW
2072
Impact Partnership Wealth
Georgia
$2.99M +$138K +202 +5%
AFG
2073
Allegheny Financial Group
Pennsylvania
$2.98M +$272K +398 +10%
NI
2074
NYL Investors
New York
$2.97M – – –
PW
2075
Potentia Wealth
California
$2.97M +$208K +305 +7%
81 82
83
84 85