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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2201
Aviance Capital Partners
Florida
$1.89M +$6.51K +11 +0.3%
SC
2202
Searle & Co
Connecticut
$1.88M +$666K +1,126 +54%
RF
2203
Rossby Financial
Florida
$1.87M +$1.88M +3,181 New
CFS
2204
Cannon Financial Strategists
Georgia
$1.87M -$17.8K -30 -0.9%
CWA
2205
Clarity Wealth Advisors
California
$1.87M +$115K +195 +7%
KCM
2206
Kornitzer Capital Management
Kansas
$1.87M +$133K +225 +8%
TWM
2207
Tradition Wealth Management
Minnesota
$1.86M +$109K +184 +6%
WCWM
2208
Willow Creek Wealth Management
California
$1.86M -$47.4K -80 -2%
LFG
2209
Lazard Frères Gestion
France
$1.85M -$207K -350 -10%
GA
2210
Goldstein Advisors
Wisconsin
$1.85M -$13.6K -23 -0.7%
UL
2211
Unionview LLC
Washington
$1.85M +$18.9K +32 +1%
WWA
2212
Wingate Wealth Advisors
Massachusetts
$1.84M +$1.85M +3,131 New
FWM
2213
Fingerlakes Wealth Management
New York
$1.84M -$1.78K -3 -0.1%
NFP
2214
Narus Financial Partners
Utah
$1.84M -$59.2K -100 -3%
OPCM
2215
Osborne Partners Capital Management
California
$1.84M -$59.2K -100 -3%
CWG
2216
Crown Wealth Group
North Carolina
$1.83M +$953K +1,610 +107%
LA
2217
LM Advisors
California
$1.83M +$46.2K +78 +3%
FFG
2218
Fortress Financial Group
Minnesota
$1.83M +$1.84M +3,105 New
JMFC
2219
J.M. Forbes & Co
Massachusetts
$1.82M – – –
AFAS
2220
Acorn Financial Advisory Services
Virginia
$1.82M +$109K +184 +6%
DWA
2221
Delap Wealth Advisory
Oregon
$1.81M +$894K +1,511 +97%
MA
2222
MBA Advisors
Pennsylvania
$1.8M -$1.21M -2,049 -40%
KAM
2223
KEB Asset Management
Illinois
$1.8M – – –
CICC
2224
Capital Investment Counsel (Colorado)
Colorado
$1.8M -$392K -663 -18%
BFC
2225
Blue Fin Capital
Rhode Island
$1.79M – – –
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