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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2526
Aries Wealth Management
Maine
$536K -$43K -86 -8%
CIC
2527
Chilton Investment Company
Connecticut
$536K +$286K +571 +127%
JJBC
2528
James J. Burns & Company
New York
$535K -$4.75M -9,503 -90%
FA
2529
Fiduciary Alliance
South Carolina
$533K -$151K -301 -23%
MPCG
2530
Matrix Private Capital Group
New York
$532K – – –
CSB
2531
City State Bank
Iowa
$532K – – –
UBG
2532
United Bank (Georgia)
Georgia
$532K +$74.6K +149 +17%
SP
2533
Stonebrook Private
Michigan
$531K +$74.1K +148 +17%
RFN
2534
RDA Financial Network
Iowa
$531K -$45.5K -91 -8%
SF
2535
Safeguard Financial
Wisconsin
$530K +$170K +339 +51%
VWM
2536
VCI Wealth Management
Missouri
$530K -$80.1K -160 -14%
WCM
2537
Whitener Capital Management
North Carolina
$529K -$152K -304 -23%
RCM
2538
Radnor Capital Management
Pennsylvania
$527K – – –
EB
2539
Eastern Bank
Massachusetts
$526K – – –
AIC
2540
Argus Investors Counsel
New York
$525K +$200K +400 +67%
GG
2541
Gleason Group
Kentucky
$523K +$1.5K +3 +0.3%
SHF
2542
Stage Harbor Financial
Massachusetts
$523K +$498K +995 New
USWIA
2543
UP Strategic Wealth Investment Advisors
Pennsylvania
$523K +$24K +48 +5%
FFA
2544
Fortune Financial Advisors
Kansas
$522K +$188K +376 +61%
AHC
2545
Adell Harriman & Carpenter
Texas
$519K +$494K +988 New
HAIM
2546
Hunter Associates Investment Management
Pennsylvania
$518K -$12.5K -25 -2%
WOC
2547
West Oak Capital
California
$518K – – –
PMG
2548
Private Management Group
California
$518K +$227K +454 +85%
AMG
2549
Advisors Management Group
Wisconsin
$517K +$492K +984 New
AWM
2550
Aberdeen Wealth Management
Illinois
$513K – – –
100 101
102
103 104