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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
2501
Princeton Global Asset Management
New Jersey
$1.14M +$337K +569 +41%
O3W
2502
Omni 360 Wealth
New Jersey
$1.14M -$14.8K -25 -1%
MW
2503
MBL Wealth
North Carolina
$1.14M – – –
HTHT
2504
Hemenway Trust Hemenway Trust
New Hampshire
$1.13M +$376K +636 +49%
AWM
2505
Affinity Wealth Management
Delaware
$1.13M – – –
SM
2506
Sensible Money
Arizona
$1.13M +$13.6K +23 +1%
BI
2507
Ballast Inc
Kentucky
$1.12M – – –
CWM
2508
Chicago Wealth Management
Illinois
$1.12M – – –
CNFG
2509
Creegan & Nassoura Financial Group
New Hampshire
$1.12M – – –
AWP
2510
Accretive Wealth Partners
New Jersey
$1.12M -$32K -54 -3%
PWM
2511
Prosperity Wealth Management
California
$1.12M +$19.5K +33 +2%
WFA
2512
Wells Financial Advisors
Massachusetts
$1.12M -$81.7K -138 -7%
WA
2513
WealthTrust Axiom
Pennsylvania
$1.11M +$307K +519 +38%
AWMS
2514
Advocacy Wealth Management Services
Georgia
$1.11M +$95.9K +162 +9%
CCWM
2515
Correct Capital Wealth Management
Missouri
$1.11M – – –
GC
2516
Garde Capital
Washington
$1.1M – – –
PIP
2517
Peachtree Investment Partners
Florida
$1.1M +$19.5K +33 +2%
FMI
2518
F/M Investments
District of Columbia
$1.1M -$463K -783 -29%
CIM
2519
Corda Investment Management
Texas
$1.1M -$25.5K -43 -2%
BWP
2520
Burling Wealth Partners
Illinois
$1.09M +$1.1M +1,860 New
PF
2521
Penney Financial
Texas
$1.09M – – –
BFA
2522
Bill Few Associates
Pennsylvania
$1.09M -$29.6K -50 -3%
SVCP
2523
Silicon Valley Capital Partners
California
$1.09M +$3.55K +6 +0.3%
HC
2524
Hamilton Capital
Ohio
$1.09M -$136K -230 -11%
RZH
2525
Relyea Zuckerberg Hanson
Connecticut
$1.08M +$67.5K +114 +7%
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