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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2501
Provenance Wealth Advisors
Florida
$1.15M – – –
FAN
2502
Financial Advisors Network
California
$1.15M +$1.16M +1,952 New
CA
2503
Cortland Associates
Missouri
$1.15M – – –
PGAM
2504
Princeton Global Asset Management
New Jersey
$1.14M +$337K +569 +41%
O3W
2505
Omni 360 Wealth
New Jersey
$1.14M -$14.8K -25 -1%
MW
2506
MBL Wealth
North Carolina
$1.14M – – –
HTHT
2507
Hemenway Trust Hemenway Trust
New Hampshire
$1.13M +$376K +636 +49%
AWM
2508
Affinity Wealth Management
Delaware
$1.13M – – –
SM
2509
Sensible Money
Arizona
$1.13M +$13.6K +23 +1%
BI
2510
Ballast Inc
Kentucky
$1.12M – – –
CWM
2511
Chicago Wealth Management
Illinois
$1.12M – – –
CNFG
2512
Creegan & Nassoura Financial Group
New Hampshire
$1.12M – – –
AWP
2513
Accretive Wealth Partners
New Jersey
$1.12M -$32K -54 -3%
PWM
2514
Prosperity Wealth Management
California
$1.12M +$19.5K +33 +2%
WFA
2515
Wells Financial Advisors
Massachusetts
$1.12M -$81.7K -138 -7%
WA
2516
WealthTrust Axiom
Pennsylvania
$1.11M +$307K +519 +38%
AWMS
2517
Advocacy Wealth Management Services
Georgia
$1.11M +$95.9K +162 +9%
CCWM
2518
Correct Capital Wealth Management
Missouri
$1.11M – – –
GC
2519
Garde Capital
Washington
$1.1M – – –
PIP
2520
Peachtree Investment Partners
Florida
$1.1M +$19.5K +33 +2%
FMI
2521
F/M Investments
District of Columbia
$1.1M -$463K -783 -29%
CIM
2522
Corda Investment Management
Texas
$1.1M -$25.5K -43 -2%
BWP
2523
Burling Wealth Partners
Illinois
$1.09M +$1.1M +1,860 New
PF
2524
Penney Financial
Texas
$1.09M – – –
BFA
2525
Bill Few Associates
Pennsylvania
$1.09M -$29.6K -50 -3%
99 100
101
102 103