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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2176
Falcon Wealth Planning
California
$2.83M -$4.07K -6 -0.1%
OWMIAS
2177
One Wealth Management Investment & Advisory Services
Florida
$2.83M -$267K -393 -9%
CIA
2178
Cape Investment Advisory
Georgia
$2.82M +$537K +791 +24%
NRC
2179
New Republic Capital
North Carolina
$2.82M -$80.7M -118,800 -97%
IAA
2180
Ironsides Asset Advisors
North Carolina
$2.81M – – –
AO
2181
Advisor OS
Illinois
$2.81M -$232K -341 -8%
WCM
2182
Wealthcare Capital Management
Virginia
$2.81M +$14.3K +21 +0.5%
TCP
2183
TMB Capital Partners
Arkansas
$2.78M +$2.76M +4,065 New
PCM
2184
Park Capital Management
Wisconsin
$2.78M -$169K -249 -6%
FA
2185
FF Advisors
California
$2.78M -$12.2K -18 -0.4%
CCM
2186
Cohen Capital Management
California
$2.78M -$2.72K -4 -0.1%
GSIAS
2187
Garden State Investment Advisory Services
New Jersey
$2.77M +$11.5K +17 +0.4%
HKIMG
2188
Hutchens & Kramer Investment Management Group
Indiana
$2.75M +$8.15K +12 +0.3%
CA
2189
CGN Advisors
Kansas
$2.75M -$4.07K -6 -0.1%
PPC
2190
Pennington Partners & Co
Maryland
$2.74M -$85.6K -126 -3%
UCMOK
2191
United Capital Management of KS
Kansas
$2.72M -$208K -307 -7%
C1AG
2192
Client 1st Advisory Group
Florida
$2.72M +$101K +149 +4%
TCOT
2193
Trust Company of Tennessee
Tennessee
$2.72M – – –
ICP
2194
Impact Capital Partners
Colorado
$2.71M -$13.6K -20 -0.5%
CCA
2195
Carrera Capital Advisors
Michigan
$2.7M -$80.8K -119 -3%
CIM
2196
Capital Investment Management
Missouri
$2.69M +$2.67M +3,935 New
CAM
2197
Clark Asset Management
New Hampshire
$2.68M -$368K -542 -12%
OWP
2198
Obermeyer Wealth Partners
Colorado
$2.68M +$26.5K +39 +1%
WHCI
2199
W.H. Cornerstone Investments
Massachusetts
$2.68M +$9.51K +14 +0.4%
DWML
2200
Decker Wealth Management LLC
Tennessee
$2.67M +$2.65M +3,897 New
86 87
88
89 90