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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
2076
Alpha Cubed Investments
California
$2.1M -$63.8K -108 -3%
WIC
2077
Woodmont Investment Counsel
Tennessee
$2.1M -$93.3K -158 -4%
CFO
2078
Collective Family Office
Pennsylvania
$2.09M -$73.8K -125 -3%
RF
2079
Rossby Financial
Florida
$2.09M +$353K +598 +19%
SIS
2080
Strategic Investment Solutions
Illinois
$2.09M -$200K -338 -8%
MCM
2081
Maple Capital Management
Vermont
$2.08M +$270K +457 +14%
VCM
2082
Versant Capital Management
Arizona
$2.08M – – –
PWA
2083
PCG Wealth Advisors
Kansas
$2.08M +$407K +689 +23%
WCM
2084
Weik Capital Management
Pennsylvania
$2.08M +$65K +110 +3%
FPB
2085
First PREMIER Bank
South Dakota
$2.07M -$108K -183 -5%
SPWM
2086
Schrum Private Wealth Management
Florida
$2.07M -$74.4K -126 -3%
AR
2087
Apeiron RIA
Texas
$2.07M -$19.4M -32,926 -90%
WI
2088
Wedgewood Investors
Pennsylvania
$2.05M – – –
LCM
2089
Lazari Capital Management
California
$2.04M -$37.8K -64 -2%
SWM
2090
SeaCrest Wealth Management
New York
$2.04M +$60.8K +103 +3%
ACM
2091
Aspen Capital Management
Idaho
$2.04M +$2.14M +3,625 New
HL
2092
HeadInvest LLC
Maine
$2.03M -$91.5K -155 -4%
IB
2093
Intrust Bank
Kansas
$2.03M -$111K -188 -5%
XPN
2094
XY Planning Network
Montana
$2.03M +$2.13M +3,604 New
TPW
2095
Talon Private Wealth
Florida
$2.02M -$334K -566 -14%
AO
2096
Advisor OS
Illinois
$2.02M +$47.2K +80 +2%
KWM
2097
KFG Wealth Management
Indiana
$2.02M -$150K -254 -7%
LWCFA
2098
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.01M +$589K +997 +36%
IWA
2099
Invera Wealth Advisors
Oregon
$2.01M +$2.11M +3,579 New
MA
2100
MONECO Advisors
Connecticut
$2.01M -$670K -1,134 -24%
82 83
84
85 86