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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWG
2501
West Wealth Group
California
$268K +$4.21K +10 +2%
NL
2502
Navalign LLC
California
$268K -$5.48K -13 -2%
AG
2503
Advocate Group
Minnesota
$267K – – –
CBOR
2504
Community Bank of Raymore
Missouri
$267K – – –
RSS
2505
Rosenblum Silverman Sutton
California
$267K – – –
EG
2506
Ellerson Group
Maryland
$266K -$13.9M -33,056 -98%
AOWM
2507
Alpha Omega Wealth Management
Virginia
$263K +$249K +591 New
TAM
2508
Taurus Asset Management
New York
$263K – – –
IWA
2509
IVC Wealth Advisors
Pennsylvania
$259K +$245K +582 New
ICM
2510
Intrepid Capital Management
Florida
$259K -$16.4K -39 -6%
SCM
2511
Stonehearth Capital Management
Massachusetts
$258K +$30.8K +73 +14%
KWM
2512
KFG Wealth Management
Indiana
$258K +$421 +1 +0.2%
OFG
2513
Orcam Financial Group
California
$256K – – –
NB
2514
NBT Bank
New York
$255K -$7.16K -17 -3%
FA
2515
Financial Alternatives
California
$255K – – –
SGWM
2516
Sterling Group Wealth Management
California
$255K – – –
WIM
2517
Westside Investment Management
California
$255K – – –
LCM
2518
LVM Capital Management
Michigan
$255K – – –
CWM
2519
Compass Wealth Management
Connecticut
$254K – – –
TBC
2520
Ted Buchan & Co
California
$253K – – –
TSWM
2521
Triangle Securities Wealth Management
North Carolina
$252K – – –
EM
2522
ELCO Management
New York
$252K +$239K +566 New
CWM
2523
Chesapeake Wealth Management
Virginia
$251K +$237K +563 New
DJFS
2524
Dean Jacobson Financial Services
Texas
$250K +$237K +562 New
OWM
2525
Opes Wealth Management
California
$250K +$237K +562 New
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101
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