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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
2301
Sensible Money
Arizona
$1.09M -$41.1K -74 -4%
CCWM
2302
Correct Capital Wealth Management
Missouri
$1.08M +$203K +366 +24%
DSN
2303
D. Scott Neal
Kentucky
$1.08M – – –
MSR
2304
Main Street Research
Connecticut
$1.08M +$313K +563 +43%
FTA
2305
Financial & Tax Architects
Missouri
$1.08M +$1.04M +1,876 New
GC
2306
Garde Capital
Washington
$1.08M -$36.1K -65 -3%
PAM
2307
PVG Asset Management
Colorado
$1.08M -$1.96M -3,531 -65%
PWM
2308
Prosperity Wealth Management
California
$1.08M +$28.9K +52 +3%
CWAG
2309
Compton Wealth Advisory Group
Virginia
$1.07M – – –
PF
2310
Penney Financial
Texas
$1.07M +$8.34K +15 +0.8%
PIP
2311
Peachtree Investment Partners
Florida
$1.06M +$2.22K +4 +0.2%
SVCP
2312
Silicon Valley Capital Partners
California
$1.06M +$3.89K +7 +0.4%
SAM
2313
Sompo Asset Management
Japan
$1.06M -$976K -1,755 -49%
RSA
2314
River Street Advisors
Illinois
$1.06M +$249K +447 +32%
SPWM
2315
Schrum Private Wealth Management
Florida
$1.06M -$1.11M -1,989 -52%
FPWM
2316
FSB Premier Wealth Management
Iowa
$1.06M -$60K -108 -6%
IPW
2317
IronBridge Private Wealth
Texas
$1.05M – – –
CHP
2318
Cable Hill Partners
Oregon
$1.05M -$125K -224 -11%
AFG
2319
Altiora Financial Group
Ohio
$1.05M – – –
JF
2320
Joule Financial
Kentucky
$1.05M +$27.2K +49 +3%
CA
2321
CGN Advisors
Kansas
$1.04M -$333K -599 -25%
MGWM
2322
Marks Group Wealth Management
Minnesota
$1.04M +$80.1K +144 +9%
TCM
2323
Towneley Capital Management
California
$1.04M -$111K -200 -10%
APIM
2324
Agate Pass Investment Management
Washington
$1.03M +$18.9K +34 +2%
LJAC
2325
L.J. Altfest & Co
New York
$1.03M +$29.5K +53 +3%
91 92
93
94 95