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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
2376
Empirical Asset Management
Massachusetts
$733K +$344K +687 +97%
HWM
2377
Horizons Wealth Management
North Carolina
$732K – – –
RCM
2378
Regency Capital Management
Hawaii
$731K -$50K -100 -7%
APWA
2379
Atlas Private Wealth Advisors
New Jersey
$731K -$659K -1,318 -49%
TA
2380
TruWealth Advisors
Louisiana
$730K +$241K +481 +53%
KAH
2381
Kathryn A. Hall
$728K – – –
ULWM
2382
Upper Left Wealth Management
Florida
$727K -$83.6K -167 -11%
PA
2383
Prism Advisors
California
$726K – – –
SF
2384
Slagle Financial
Illinois
$726K -$1.07M -2,142 -61%
HTHT
2385
Hemenway Trust Hemenway Trust
New Hampshire
$724K +$356K +712 +107%
PWP
2386
Principle Wealth Partners
Connecticut
$722K +$15K +30 +2%
FF
2387
Financial Futures
New Jersey
$722K -$25K -50 -4%
IFS
2388
Ifrah Financial Services
Arkansas
$721K -$50K -100 -7%
CCA
2389
Checchi Capital Advisers
California
$718K – – –
AGA
2390
Arkos Global Advisors
Texas
$717K +$10K +20 +1%
CCA
2391
Conservest Capital Advisors
Pennsylvania
$717K +$107K +214 +19%
LCM
2392
Lazari Capital Management
California
$716K +$1.5K +3 +0.2%
CWP
2393
Concord Wealth Partners
Virginia
$715K +$152K +304 +29%
CW
2394
Connectus Wealth
Ohio
$712K -$96.6M -193,074 -99%
NDSI
2395
Newman Dignan & Sheerar Inc
Rhode Island
$709K +$675K +1,349 New
MSG
2396
Main Street Group
Virginia
$706K -$71.6K -143 -10%
JWS
2397
Juncture Wealth Strategies
Arizona
$706K -$5K -10 -0.7%
LRWA
2398
Long Run Wealth Advisors
New York
$703K – – –
RIA
2399
Realta Investment Advisors
Delaware
$703K -$14K -28 -2%
LFGO
2400
Legacy Financial Group (Oklahoma)
Oklahoma
$702K +$45K +90 +7%
94 95
96
97 98