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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
2626
TL Private Wealth
Texas
$377K +$448 +1 +0.1%
PW
2627
Peninsula Wealth
California
$375K +$1.34K +3 +0.4%
DCM
2628
Davis Capital Management
Florida
$375K +$352K +786 New
VDI
2629
Vaughan David Investments
Illinois
$375K -$131K -292 -27%
SFG
2630
Sterling Financial Group
California
$375K – – –
GWAG
2631
Garrett Wealth Advisory Group
Texas
$374K -$4.48K -10 -1%
ESBC
2632
E.S. Barr & Co
Kentucky
$373K – – –
EBSAM
2633
Eubel Brady & Suttman Asset Management
Ohio
$373K -$627K -1,401 -64%
HTIM
2634
Harbour Trust & Investment Management
Indiana
$372K +$349K +779 New
MCP
2635
Mirador Capital Partners
California
$372K -$443K -989 -56%
W
2636
WorthPointe
California
$371K +$38.9K +87 +13%
SWM
2637
Silverlake Wealth Management
Vermont
$370K +$69.8K +156 +25%
CIM
2638
Confluence Investment Management
Missouri
$369K +$346K +773 New
BIA
2639
Barry Investment Advisors
Massachusetts
$368K +$3.13K +7 +0.9%
FA
2640
Fagan Associates
New York
$366K – – –
LDB
2641
Lee, Danner & Bass
Tennessee
$366K -$26.9K -60 -7%
MIP
2642
Marietta Investment Partners
Wisconsin
$365K – – –
WAM
2643
WealthTrust Asset Management
Florida
$364K +$1.79K +4 +0.5%
BFA
2644
Buttonwood Financial Advisors
Maryland
$363K -$6.27K -14 -2%
SPWG
2645
Syntegra Private Wealth Group
Missouri
$363K – – –
GP
2646
Greenline Partners
New York
$362K +$323K +722 +2,006%
ACM
2647
Altrius Capital Management
North Carolina
$362K – – –
KNFPWM
2648
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$361K +$338K +756 New
CWP
2649
Core Wealth Partners
California
$360K +$895 +2 +0.3%
WWG
2650
West Wealth Group
California
$360K +$68.5K +153 +26%
104 105
106
107 108