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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
2151
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.18M -$614K -1,228 -35%
OWA
2152
Opal Wealth Advisors
New York
$1.17M -$244K -488 -18%
PWG
2153
Private Wealth Group
Florida
$1.17M – – –
AMCA
2154
Arthur M. Cohen & Associates
Illinois
$1.16M -$3K -6 -0.3%
BBA
2155
Braun-Bostich & Associates
Pennsylvania
$1.16M -$310K -620 -22%
TFA
2156
Teamwork Financial Advisors
Texas
$1.16M -$19K -38 -2%
FWM
2157
Focused Wealth Management
New York
$1.16M +$2K +4 +0.2%
FPWM
2158
FSB Premier Wealth Management
Iowa
$1.16M -$15K -30 -1%
EBSAM
2159
Eubel Brady & Suttman Asset Management
Ohio
$1.15M +$704K +1,407 +180%
CWM
2160
CCG Wealth Management
California
$1.15M +$129K +258 +13%
TAM
2161
Tocqueville Asset Management
New York
$1.15M -$229K -458 -17%
PP
2162
Prosperity Planning
Missouri
$1.14M -$459K -917 -30%
RIM
2163
RW Investment Management
Idaho
$1.14M +$2K +4 +0.2%
BDFN
2164
Bond & Devick Financial Network
Minnesota
$1.14M -$7.5K -15 -0.7%
III
2165
Independent Investors Inc
New York
$1.14M +$149K +298 +16%
RP
2166
Riverbridge Partners
Minnesota
$1.14M -$5.9M -11,795 -85%
MIC
2167
Means Investment Company
Maine
$1.14M +$7K +14 +0.7%
HIP
2168
Harrell Investment Partners
Texas
$1.14M -$39.5K -79 -4%
PCI
2169
Planning Center Inc
Illinois
$1.14M -$38K -76 -3%
CFCI
2170
Comprehensive Financial Consultants Institutional
Indiana
$1.13M – – –
MCM
2171
Mendel Capital Management
Arkansas
$1.13M +$25.5K +51 +2%
KIA
2172
KLR Investment Advisors
Rhode Island
$1.13M -$201K -402 -15%
CKAIS
2173
Christensen King & Associates Investment Services
Washington
$1.13M -$38.5K -77 -3%
WAS
2174
Wealth Advisory Solutions
Indiana
$1.13M +$1.07M +2,141 New
KAS
2175
KPP Advisory Services
Kentucky
$1.13M +$1.07M +2,140 New
85 86
87
88 89