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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
2326
James Investment Research
Ohio
$2.05M -$19.1K -28 -0.9%
FWM
2327
Fingerlakes Wealth Management
New York
$2.05M +$90.1K +132 +4%
RIM
2328
Redwood Investment Management
Arizona
$2.05M +$407K +596 +23%
RPGNY
2329
Retirement Planning Group (New York)
New York
$2.05M +$897K +1,314 +72%
RA
2330
Rodgers & Associates
Pennsylvania
$2.05M +$47.1K +69 +2%
PPF
2331
Pacific Park Financial
California
$2.05M -$385K -564 -15%
S
2332
Sachetta
Massachusetts
$2.05M -$56.7K -83 -3%
SSWM
2333
Smith Salley Wealth Management
North Carolina
$2.04M +$2.73K +4 +0.1%
FTC
2334
Farmers Trust Company
Ohio
$2.03M -$114K -167 -5%
SFB
2335
STAR Financial Bank
Indiana
$2.03M -$420K -615 -17%
FFG
2336
Fortress Financial Group
Minnesota
$2.03M – – –
SEP
2337
Signature Equity Partners
Ohio
$2.03M -$47.8K -70 -2%
T
2338
Tableaux
Massachusetts
$2.03M -$29.4K -43 -1%
GWM
2339
Greenwich Wealth Management
Connecticut
$2.03M +$44.4K +65 +2%
PWP
2340
Perfromance Wealth Partners
Illinois
$2.02M +$23.2K +34 +1%
CFO
2341
Collective Family Office
Pennsylvania
$2.02M -$51.9K -76 -2%
LWCFA
2342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.02M -$13.7K -20 -0.7%
RIA
2343
Realta Investment Advisors
Delaware
$2.01M -$4.1K -6 -0.2%
KCAM
2344
Kagan Cocozza Asset Management
New Jersey
$2.01M -$23.9K -35 -1%
DWA
2345
Delap Wealth Advisory
Oregon
$2.01M +$15K +22 +0.7%
AWA
2346
Arbor Wealth Advisors
Michigan
$2.01M +$6.15K +9 +0.3%
ACM
2347
Advance Capital Management
Michigan
$2M +$206K +302 +11%
CIS
2348
Continental Investors Services
Washington
$1.99M +$47.8K +70 +3%
KAM
2349
KEB Asset Management
Illinois
$1.99M – – –
FAM
2350
Frontier Asset Management
Wyoming
$1.98M -$169K -247 -8%
92 93
94
95 96