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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
2476
Morton Brown Family Wealth
Pennsylvania
$220K +$212K +461 New
AOWM
2477
Alpha Omega Wealth Management
Virginia
$219K – – –
AWM
2478
Aries Wealth Management
Maine
$218K +$210K +456 New
MIM
2479
Marco Investment Management
Georgia
$217K -$24.9K -54 -11%
PFA
2480
Professional Financial Advisors
Nebraska
$216K +$75.1K +163 +56%
GDP
2481
Great Diamond Partners
Maine
$216K +$209K +454 New
ACM
2482
Allred Capital Management
Texas
$215K -$30K -65 -13%
MWM
2483
Moulton Wealth Management
Washington
$215K +$206K +448 New
CCM
2484
Crossvault Capital Management
Texas
$215K +$207K +450 New
LWMG
2485
Levy Wealth Management Group
Pennsylvania
$214K +$207K +449 New
BIA
2486
Bell Investment Advisors
California
$213K +$1.38K +3 +0.7%
RWB
2487
RMR Wealth Builders
New Jersey
$213K +$206K +446 New
SFP
2488
Sandbox Financial Partners
Maryland
$213K +$206K +446 New
BIA
2489
Benchmark Investment Advisors
Illinois
$212K +$205K +444 New
CISOA
2490
Capital Investment Services of America
Wisconsin
$212K +$205K +444 New
AA
2491
Advisory Alpha
Michigan
$211K +$204K +442 New
OA
2492
Operose Advisors
Wisconsin
$211K +$204K +442 New
RPCA
2493
Running Point Capital Advisors
California
$210K -$5.2M -11,284 -96%
WG
2494
Watchman Group
Texas
$209K +$202K +439 New
KNFPWM
2495
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$208K +$201K +437 New
BWM
2496
BCS Wealth Management
Tennessee
$208K +$201K +437 New
AWM
2497
Accurate Wealth Management
Florida
$207K +$206K +447 New
GG
2498
Gleason Group
Kentucky
$206K +$461 +1 +0.2%
GFG
2499
Greystone Financial Group
Michigan
$206K +$199K +432 New
TLP
2500
Trinity Legacy Partners
Texas
$205K +$198K +430 New
98 99
100
101 102