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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
2326
Correct Capital Wealth Management
Missouri
$809K -$351K -701 -31%
WAM
2327
Worth Asset Management
Texas
$802K -$24.5K -49 -3%
SWM
2328
Shakespeare Wealth Management
Wisconsin
$801K – – –
RC
2329
Reik & Co
New York
$797K – – –
WIM
2330
WealthPlan Investment Management
Nebraska
$796K -$20.5K -41 -3%
CISOA
2331
Capital Investment Services of America
Wisconsin
$795K -$61.5K -123 -8%
WWM
2332
WT Wealth Management
Arizona
$793K +$5K +10 +0.7%
UID
2333
Union Investments & Development
Israel
$789K -$40.9M -81,683 -99%
AAM
2334
American Asset Management
Florida
$789K – – –
BF
2335
Blankinship & Foster
California
$784K -$52.5K -105 -7%
FM
2336
Foster & Motley
Ohio
$782K +$182K +363 +32%
PS
2337
Planned Solutions
California
$782K +$3.5K +7 +0.5%
HWMT
2338
Heritage Wealth Management (Texas)
Texas
$780K +$9.01K +18 +1%
CIA
2339
Cape Investment Advisory
Georgia
$780K -$520K -1,039 -41%
WIA
2340
Westbourne Investment Advisors
Maryland
$779K +$1.5K +3 +0.2%
NA
2341
Navellier & Associates
Nevada
$778K – – –
SL
2342
Summitry LLC
California
$777K +$1K +2 +0.1%
EDRH
2343
Edmond de Rothschild Holding
Switzerland
$775K -$188K -375 -20%
IWS
2344
Insight Wealth Strategies
California
$774K +$35K +70 +5%
KFC
2345
Klingenstein Fields & Co
New York
$772K -$10K -20 -1%
LPP
2346
Life Planning Partners
Florida
$771K – – –
FFG
2347
Frisch Financial Group
New York
$767K -$51.5K -103 -7%
ACM
2348
AUA Capital Management
Pennsylvania
$765K +$728K +1,454 New
CMS
2349
Capital Market Strategies
Florida
$760K -$58K -116 -7%
SWM
2350
Seaside Wealth Management
California
$760K -$121K -242 -14%
92 93
94
95 96