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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
2076
Resources Management Corp
Connecticut
$2.56M -$25.8K -40 -1%
BDPWM
2077
Barnes Dennig Private Wealth Management
Ohio
$2.56M +$334K +518 +16%
CFMC
2078
Curbstone Financial Management Corp
New Hampshire
$2.56M +$12.9K +20 +0.5%
MPW
2079
Magnolia Private Wealth
Pennsylvania
$2.56M -$470K -730 -16%
EF
2080
Envision Financial
Wisconsin
$2.56M -$1.93K -3 -0.1%
TF
2081
Tompkins Financial
New York
$2.56M +$32.8K +51 +1%
C1AG
2082
Client 1st Advisory Group
Florida
$2.56M – – –
FC
2083
Financial Consulate
Maryland
$2.55M -$33.5K -52 -1%
CCA
2084
Cobblestone Capital Advisors
New York
$2.55M -$191K -296 -7%
FW
2085
FullCircle Wealth
Texas
$2.55M +$228K +354 +10%
BTWM
2086
Baker Tilly Wealth Management
Wisconsin
$2.54M -$36.7K -57 -1%
RIS
2087
Richmond Investment Services
Wisconsin
$2.5M +$166K +257 +7%
RFA
2088
Resurgent Financial Advisors
Georgia
$2.5M -$224K -348 -9%
WAM
2089
Weatherly Asset Management
California
$2.5M +$18K +28 +0.8%
FAI
2090
Fiduciary Advisors Inc
Missouri
$2.5M +$106K +164 +5%
TCBWMS
2091
Texas Capital Bank Wealth Management Services
Texas
$2.49M +$605K +939 +34%
BFP
2092
Briaud Financial Planning
Texas
$2.49M +$58K +90 +2%
MA
2093
MONECO Advisors
Connecticut
$2.49M +$1.29K +2 +0.1%
AWA
2094
ARQ Wealth Advisors
Arizona
$2.48M +$245K +381 +11%
MWM
2095
Maripau Wealth Management
Indiana
$2.48M -$526K -816 -18%
SB
2096
Sunflower Bank
Texas
$2.48M – – –
LSA
2097
Lion Street Advisors
Texas
$2.46M -$745K -1,156 -18%
NW
2098
Naviter Wealth
Arkansas
$2.46M – – –
GJIA
2099
Glass Jacobson Investment Advisors
Maryland
$2.45M -$59.9K -93 -2%
SPWM
2100
Schrum Private Wealth Management
Florida
$2.44M +$14.2K +22 +0.6%
82 83
84
85 86