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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
R
2101
Rebalance
California
$1.12M +$1.05M +2,342 New
SCM
2102
Seascape Capital Management
New Hampshire
$1.12M +$133K +298 +15%
FVCM
2103
F&V Capital Management
Florida
$1.11M -$85K -190 -8%
JCM
2104
Jacobi Capital Management
Pennsylvania
$1.11M +$37.6K +84 +4%
LHWM
2105
Lake Hills Wealth Management
Texas
$1.11M – – –
CAL
2106
Capital Advisors Ltd
Ohio
$1.11M +$4.48K +10 +0.4%
TCM
2107
Triumph Capital Management
Colorado
$1.1M +$287K +641 +38%
RFG
2108
Range Financial Group
Oregon
$1.1M -$48.3K -108 -4%
TFGT
2109
TS Financial Group (TSFG)
Illinois
$1.1M -$83.7K -187 -8%
WIC
2110
Woodmont Investment Counsel
Tennessee
$1.1M +$214K +478 +26%
TLA
2111
Tanglewood Legacy Advisors
Texas
$1.09M – – –
IPW
2112
Intergy Private Wealth
Colorado
$1.09M -$58.6K -131 -5%
CAAS
2113
Capital Asset Advisory Services
Michigan
$1.09M +$50.6K +113 +5%
NCM
2114
NCM Capital Management
New Jersey
$1.08M +$229K +512 +29%
MCM
2115
Maple Capital Management
Vermont
$1.08M +$20.6K +46 +2%
AW
2116
Alaethes Wealth
Nevada
$1.08M +$55.5K +124 +6%
SC
2117
Slow Capital
California
$1.07M – – –
RP
2118
Reinhart Partners
Wisconsin
$1.07M – – –
HIP
2119
Harrell Investment Partners
Texas
$1.07M -$169K -377 -14%
CCWM
2120
Correct Capital Wealth Management
Missouri
$1.07M +$1M +2,240 New
TFA
2121
Teamwork Financial Advisors
Texas
$1.07M -$354K -791 -26%
PCI
2122
Planning Center Inc
Illinois
$1.07M -$213K -476 -18%
ILI
2123
Invesco LLC (Illinois)
Illinois
$1.07M – – –
CAI
2124
Capital Advisors Inc
Oklahoma
$1.06M -$341K -761 -25%
CG
2125
Corundum Group
Colorado
$1.06M +$997K +2,228 New
83 84
85
86 87