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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2501
Collaborative Wealth Management
Florida
$614K +$81.5K +155 +16%
SIAG
2502
Safeguard Investment Advisory Group
California
$613K +$238K +453 +68%
GC
2503
Glenorchy Capital
Australia
$612K +$588K +1,118 New
AWM
2504
Activest Wealth Management
Florida
$608K +$8.41K +16 +1%
FI
2505
FWG Investments
Kentucky
$605K -$35.2K -67 -6%
B
2506
Bensler
Washington
$605K +$1.05K +2 +0.2%
FFWM
2507
Future Financial Wealth Management
Ohio
$603K – – –
WA
2508
WealthTrust Axiom
Pennsylvania
$603K +$139K +265 +32%
ACIM
2509
Azimuth Capital Investment Management
Michigan
$603K – – –
SLT
2510
St Louis Trust
Missouri
$597K – – –
TA
2511
TPG Advisors
Illinois
$597K +$574K +1,092 New
WMA
2512
West Michigan Advisors
Michigan
$594K -$20K -38 -3%
SRL
2513
Scientech Research LLC
New Jersey
$594K +$571K +1,085 New
NWA
2514
Navis Wealth Advisors
New York
$593K +$95.2K +181 +20%
HDIM
2515
Hanson & Doremus Investment Management
Vermont
$592K – – –
CWM
2516
Compass Wealth Management
Connecticut
$590K – – –
HCM
2517
HMS Capital Management
Tennessee
$589K – – –
GFWA
2518
Grey Fox Wealth Advisors
Delaware
$588K +$52.1K +99 +10%
WP
2519
Wealthspan Partners
Iowa
$587K -$45.2K -86 -7%
STCOSD
2520
Sageworth Trust Company of South Dakota
South Dakota
$587K -$14.2K -27 -2%
PFG
2521
Prosperity Financial Group
California
$587K +$526 +1 +0.1%
MGI
2522
MayTech Global Investments
New York
$586K -$57.8K -110 -9%
PA
2523
Paragon Advisors
Texas
$586K +$353K +671 +168%
HA
2524
Hofer & Associates
California
$586K – – –
HPIA
2525
Hamilton Point Investment Advisors
North Carolina
$584K – – –
99 100
101
102 103