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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2651
BCS Wealth Management
Tennessee
$797K +$5.91K +10 +0.7%
AWA
2652
Amplius Wealth Advisors
Pennsylvania
$797K +$2.95K +5 +0.4%
PIFP
2653
Partners in Financial Planning
Virginia
$796K – – –
BSI
2654
Bennett Selby Investments
Maine
$791K – – –
WWA
2655
Wingate Wealth Advisors
Massachusetts
$789K -$1.02M -1,726 -55%
CANC
2656
Culbertson A N & Co
Virginia
$789K -$27.2K -46 -3%
RAS
2657
RPS Advisory Solutions
Kentucky
$788K -$366K -619 -31%
PMG
2658
ProVise Management Group
Florida
$787K +$37.2K +63 +5%
HIP
2659
Harrell Investment Partners
Texas
$786K -$57.3K -97 -6%
BFG
2660
Bouchey Financial Group
New York
$786K +$4.72K +8 +0.6%
NIA
2661
NBZ Investment Advisors
Tennessee
$785K – – –
SC
2662
Slow Capital
California
$782K – – –
GC
2663
Gibson Capital
Pennsylvania
$782K – – –
AIS
2664
American Investment Services
Massachusetts
$781K -$132K -224 -14%
CISOA
2665
Capital Investment Services of America
Wisconsin
$780K -$12.4K -21 -1%
JBA
2666
Johnson Bixby & Associates
Washington
$779K – – –
VWA
2667
VSM Wealth Advisory
Maryland
$779K – – –
FA
2668
Fiduciary Alliance
South Carolina
$779K +$101K +171 +14%
RCM
2669
Regency Capital Management
Hawaii
$778K – – –
IWM
2670
Iams Wealth Management
Nebraska
$777K +$53.1K +90 +7%
MIA
2671
MeadowBrook Investment Advisors
Michigan
$772K – – –
TC
2672
Tenret Company
Florida
$770K – – –
CWA
2673
Clearview Wealth Advisors
Oregon
$770K +$591 +1 +0.1%
HCM
2674
Hudson Capital Management
New Jersey
$769K -$14.8K -25 -2%
WKWM
2675
Walter & Keenan Wealth Management
Indiana
$769K – – –
105 106
107
108 109