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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2226
RW Investment Management
Idaho
$1.25M – – –
1WA
2227
180 Wealth Advisors
Washington
$1.25M -$96.7K -174 -7%
WAS
2228
Wealth Advisory Solutions
Indiana
$1.25M +$7.78K +14 +0.7%
SF
2229
Safeguard Financial
Wisconsin
$1.25M +$641K +1,152 +114%
CFCI
2230
Comprehensive Financial Consultants Institutional
Indiana
$1.24M – – –
CKAIS
2231
Christensen King & Associates Investment Services
Washington
$1.24M +$556 +1 +0%
AI
2232
Axiom Investors
Connecticut
$1.24M -$919K -1,653 -44%
CCM
2233
Crew Capital Management
Ohio
$1.24M -$373K -670 -24%
CWM
2234
CCG Wealth Management
California
$1.24M -$21.1K -38 -2%
RWA
2235
Roberts Wealth Advisors
California
$1.23M -$15.6K -28 -1%
WLIM
2236
White Lighthouse Investment Management
Massachusetts
$1.23M -$38.9K -70 -3%
SWA
2237
Sightline Wealth Advisors
Connecticut
$1.23M +$106K +191 +10%
AP
2238
Atwood & Palmer
Missouri
$1.22M – – –
SFB
2239
STAR Financial Bank
Indiana
$1.22M -$306K -551 -21%
CS
2240
Cannell & Spears
New York
$1.22M – – –
STB
2241
S&T Bank
Pennsylvania
$1.22M – – –
III
2242
Independent Investors Inc
New York
$1.21M -$22.2K -40 -2%
FWM
2243
FMB Wealth Management
California
$1.21M – – –
YC
2244
Yarbrough Capital
Tennessee
$1.21M – – –
CWMS
2245
Cannon Wealth Management Services
North Carolina
$1.21M +$1.16M +2,095 New
HA
2246
Herold Advisors
New York
$1.21M -$487K -876 -30%
SNBOSD
2247
Security National Bank of So Dak
Iowa
$1.2M +$1.16M +2,087 New
HCA
2248
Harbor Capital Advisors
Illinois
$1.2M +$76.2K +137 +7%
PCI
2249
Planning Center Inc
Illinois
$1.2M +$22.2K +40 +2%
SC
2250
Searle & Co
Connecticut
$1.19M -$132K -238 -10%
88 89
90
91 92