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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2526
Bogart Wealth LLC
Virginia
$226K -$91.1K -236 -29%
TSWM
2527
Triangle Securities Wealth Management
North Carolina
$225K +$226K +586 New
KWM
2528
KFG Wealth Management
Indiana
$224K +$225K +584 New
RWA
2529
Rainsberger Wealth Advisors
Colorado
$224K +$772 +2 +0.3%
WWG
2530
West Wealth Group
California
$224K +$1.54K +4 +0.7%
OFG
2531
Orcam Financial Group
California
$221K – – –
ACM
2532
Ategra Capital Management
Virginia
$221K -$6.17K -16 -3%
SCM
2533
Stonehearth Capital Management
Massachusetts
$220K – – –
FA
2534
Financial Alternatives
California
$220K +$221K +573 New
SGWM
2535
Sterling Group Wealth Management
California
$220K +$221K +573 New
LCM
2536
LVM Capital Management
Michigan
$219K -$7.72K -20 -3%
CWM
2537
Compass Wealth Management
Connecticut
$219K +$220K +570 New
TBC
2538
Ted Buchan & Co
California
$218K +$219K +568 New
MFS
2539
Madrona Financial Services
Washington
$218K -$13.5K -35 -6%
OHWA
2540
Oak Hill Wealth Advisors
Virginia
$218K +$219K +567 New
HBT
2541
Hills Bank & Trust
Iowa
$217K -$19.3K -50 -8%
GA
2542
GoalVest Advisory
New York
$216K – – –
FBA
2543
Front Barnett Associates
Illinois
$216K – – –
LG
2544
LaFleur & Godfrey
Michigan
$215K – – –
BWL
2545
Beacon Wealthcare LLC
North Carolina
$213K -$25.1K -65 -10%
SAM
2546
SP Asset Management
California
$213K +$214K +554 New
CFA
2547
Compass Financial Advisors
Indiana
$212K +$213K +552 New
ONST
2548
Old North State Trust
North Carolina
$211K -$6.17K -16 -3%
UCI
2549
Uncommon Cents Investing
Wisconsin
$211K +$212K +549 New
SWM
2550
Silverlake Wealth Management
Vermont
$210K +$211K +547 New
100 101
102
103 104