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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2401
Regatta Capital Group
California
$248K -$308K -689 -56%
CCA
2402
Cottonwood Capital Advisors
Utah
$247K -$22.4K -50 -8%
GF
2403
Goodman Financial
Texas
$247K – – –
SAI
2404
Systematic Alpha Investments
New Jersey
$247K – – –
FA
2405
Fagan Associates
New York
$246K +$242K +542 New
CSPAM
2406
Cary Street Partners Asset Management
Virginia
$245K -$2.24K -5 -0.9%
AWM
2407
Activest Wealth Management
Florida
$245K +$894 +2 +0.4%
SFMG
2408
Sage Financial Management Group
Virginia
$245K +$242K +540 New
AFS
2409
AFG Fiduciary Services
Massachusetts
$244K – – –
FPIS
2410
Financial Planning & Information Services
Wisconsin
$243K – – –
NPA
2411
Nichols & Pratt Advisers
Massachusetts
$243K – – –
ZCM
2412
Ziegler Capital Management
Illinois
$240K – – –
CCA
2413
Checchi Capital Advisers
California
$239K – – –
AIS
2414
AM Investment Strategies
Tennessee
$238K – – –
PIN
2415
Prudent Investors Network
California
$237K -$45.6K -102 -16%
CPWMP
2416
Cardinal Point Wealth Management Partners
California
$236K -$212K -473 -48%
WFA
2417
West Financial Advisors
Iowa
$236K -$30K -67 -11%
WWA
2418
WC Walker & Associates
California
$236K – – –
SEIA
2419
Signature Estate & Investment Advisors
California
$235K -$2.24K -5 -1%
SFP
2420
Sandbox Financial Partners
Maryland
$235K +$31.8K +71 +16%
RCA
2421
Ranch Capital Advisors
Florida
$234K -$19.7K -44 -8%
PMG
2422
Private Management Group
California
$231K +$19.2K +43 +9%
CWP
2423
Capital Wealth Planning
Florida
$231K +$228K +510 New
VNIM
2424
Vaughan Nelson Investment Management
Texas
$229K -$1.64M -3,660 -88%
UL
2425
Unionview LLC
Washington
$229K -$22.4K -50 -9%
95 96
97
98 99