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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BRPW
2101
Ballast Rock Private Wealth
South Carolina
$3.58M – – –
HFS
2102
Hughes Financial Services
Virginia
$3.57M -$51K -70 -1%
CSC
2103
Caldwell Sutter Capital
California
$3.57M -$37.1K -51 -1%
BCM
2104
Birmingham Capital Management
Alabama
$3.57M – – –
AFG
2105
Allegheny Financial Group
Pennsylvania
$3.57M +$144K +198 +4%
DACG
2106
Donor Advised Charitable Giving
California
$3.56M -$26.2K -36 -0.8%
TYCC
2107
Texas Yale Capital Corp
Florida
$3.56M -$26.2K -36 -0.8%
PWM
2108
PMG Wealth Management
Illinois
$3.56M +$45.1K +62 +1%
AF
2109
Alerus Financial
North Dakota
$3.56M -$728 -1 -0%
AWM
2110
Athena Wealth Management
Nevada
$3.54M +$728 +1 +0%
CAM
2111
Capital Asset Management
Colorado
$3.54M -$1.38M -1,901 -29%
KAM
2112
Knightsbridge Asset Management
California
$3.53M -$1.46K -2 -0%
CFA
2113
CWS Financial Advisors
Michigan
$3.53M +$1.46K +2 +0%
KCPG
2114
Kavar Capital Partners Group
Kansas
$3.52M -$12.4K -17 -0.4%
TSMHT
2115
Thurston Springer Miller Herd & Titak
Indiana
$3.51M +$119K +163 +4%
CP
2116
Clarendon Private
Massachusetts
$3.51M +$243K +334 +8%
MWM
2117
Melfa Wealth Management
Massachusetts
$3.51M -$18.2K -25 -0.5%
PWP
2118
Private Wealth Partners
California
$3.5M -$10.9K -15 -0.3%
EIA
2119
Emerald Investment Advisers
Pennsylvania
$3.5M +$1.8M +2,476 +112%
OFS
2120
OneAscent Financial Services
Alabama
$3.48M +$206K +283 +6%
RIP
2121
RAM Investment Partners
Washington
$3.48M -$420K -577 -11%
GWA
2122
Gratus Wealth Advisors
Virginia
$3.47M -$109K -150 -3%
ACA
2123
Ackerman Capital Advisors
Texas
$3.47M -$11.7K -16 -0.3%
CBT
2124
Central Bank & Trust
Kentucky
$3.47M +$83K +114 +3%
TPWA
2125
TRUE Private Wealth Advisors
Oregon
$3.47M -$33.5K -46 -1%
83 84
85
86 87