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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2351
Convergence Financial
Missouri
$839K +$184K +349 +29%
AHIA
2352
Andrew Hill Investment Advisors
Florida
$835K -$14.7K -28 -2%
SWM
2353
Shakespeare Wealth Management
Wisconsin
$835K +$1.05K +2 +0.1%
LIG
2354
Lokken Investment Group
Delaware
$835K +$158K +301 +25%
WAM
2355
Worth Asset Management
Texas
$835K – – –
CCT
2356
Capital City Trust
Florida
$834K -$10.5K -20 -1%
SC
2357
Slow Capital
California
$831K -$103K -196 -11%
WIM
2358
WealthPlan Investment Management
Nebraska
$831K +$2.1K +4 +0.3%
UID
2359
Union Investments & Development
Israel
$830K – – –
RC
2360
Reik & Co
New York
$830K – – –
AC
2361
Annandale Capital
Texas
$829K +$360K +685 +83%
IPW
2362
Impact Partnership Wealth
Georgia
$829K +$179K +340 +29%
CCWM
2363
Correct Capital Wealth Management
Missouri
$828K -$13.7K -26 -2%
RCS
2364
Retirement Capital Strategies
California
$828K +$362K +688 +83%
SKK
2365
Shepherd Kaplan Krochuk
Massachusetts
$826K +$207K +394 +35%
AMBIA
2366
Allen Mooney & Barnes Investment Advisors
Georgia
$822K +$127K +242 +19%
FM
2367
Foster & Motley
Ohio
$821K +$6.84K +13 +0.9%
AAM
2368
American Asset Management
Florida
$821K – – –
PS
2369
Planned Solutions
California
$814K +$526 +1 +0.1%
WWM
2370
WT Wealth Management
Arizona
$814K -$11K -21 -1%
MAM
2371
McLean Asset Management
Virginia
$813K – – –
FNBTCON
2372
First National Bank & Trust Co of Newtown
Pennsylvania
$812K +$381K +725 +96%
WIA
2373
Westbourne Investment Advisors
Maryland
$812K +$1.05K +2 +0.1%
NA
2374
Navellier & Associates
Nevada
$810K – – –
SL
2375
Summitry LLC
California
$810K +$526 +1 +0.1%
93 94
95
96 97