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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2126
WT Wealth Management
Arizona
$671K -$4.21K -10 -0.7%
JWS
2127
Juncture Wealth Strategies
Arizona
$670K -$37.1K -88 -6%
AWAG
2128
ARS Wealth Advisors Group
Florida
$670K -$37.9K -90 -6%
CBB
2129
Citizens Business Bank
California
$669K – – –
MW
2130
MBL Wealth
North Carolina
$667K – – –
QCM
2131
Quantinno Capital Management
New York
$666K -$109K -258 -15%
AC
2132
Apella Capital
Connecticut
$663K +$627K +1,487 New
LMKC
2133
L.M. Kohn & Company
Ohio
$660K +$71.2K +169 +13%
WIM
2134
WealthPlan Investment Management
Nebraska
$659K -$17.7K -42 -3%
PS
2135
Planned Solutions
California
$659K +$421 +1 +0.1%
AFG
2136
Altiora Financial Group
Ohio
$658K -$25.7K -61 -4%
KFC
2137
Klingenstein Fields & Co
New York
$658K +$199K +472 +47%
GSC
2138
G&S Capital
Colorado
$657K +$622K +1,475 New
SL
2139
Summitry LLC
California
$657K +$421 +1 +0.1%
WIA
2140
Westbourne Investment Advisors
Maryland
$657K -$32.5K -77 -5%
BP
2141
BCK Partners
New York
$657K -$28.7K -68 -4%
TCM
2142
Triumph Capital Management
Colorado
$653K -$30.3K -72 -5%
OHIS
2143
Oak Harvest Investment Services
Texas
$652K +$142K +338 +30%
SC
2144
Shearwater Capital
Colorado
$650K – – –
CWMGP
2145
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$650K +$843 +2 +0.1%
DI
2146
DDFG Inc
California
$650K +$843 +2 +0.1%
CISOA
2147
Capital Investment Services of America
Wisconsin
$649K +$3.79K +9 +0.6%
OHWP
2148
Oak Harbor Wealth Partners
North Carolina
$643K -$24.9K -59 -4%
WFA
2149
Wade Financial Advisory
California
$642K – – –
KP
2150
Keel Point
Alabama
$642K +$107K +253 +21%
84 85
86
87 88