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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2701
Core Wealth Partners
California
$414K +$526 +1 +0.1%
WTFG
2702
Wells Trecaso Financial Group
Ohio
$413K – – –
OBGC
2703
O'Brien Greene & Co
Pennsylvania
$413K +$28.4K +54 +8%
SW
2704
StrongBox Wealth
Missouri
$412K +$396K +753 New
IC
2705
Innealta Capital
Texas
$411K – – –
NAMP
2706
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$410K – – –
PAWA
2707
Palo Alto Wealth Advisors
California
$410K +$1.58K +3 +0.4%
RIL
2708
Rothschild Investment LLC
Illinois
$410K -$43.1K -82 -10%
RFM
2709
Royal Fund Management
Florida
$410K -$107K -203 -21%
RWB
2710
RMR Wealth Builders
New Jersey
$410K +$526 +1 +0.1%
CHAM
2711
Clear Harbor Asset Management
Connecticut
$409K +$63.1K +120 +19%
MIP
2712
Marietta Investment Partners
Wisconsin
$408K – – –
TPW
2713
TL Private Wealth
Texas
$407K +$1.05K +2 +0.3%
QIM
2714
Quest Investment Management
Oregon
$407K +$21K +40 +6%
GWANC
2715
Guardian Wealth Advisors (North Carolina)
North Carolina
$406K -$32.1K -61 -8%
BWM
2716
BlackDiamond Wealth Management
New York
$406K -$9.46K -18 -2%
BBI
2717
Baxter Bros Inc
Connecticut
$405K – – –
ORC
2718
O'Rourke & Company
Massachusetts
$405K +$21K +40 +6%
MTC
2719
Matrix Trust Company
Colorado
$404K +$5.78K +11 +2%
AIC
2720
Argus Investors Counsel
New York
$404K -$137K -260 -26%
WAG
2721
Wiser Advisor Group
Arizona
$403K +$127K +242 +49%
BCMO
2722
Buckingham Capital Management (Ohio)
Ohio
$403K -$81.5K -155 -17%
CFS
2723
CGC Financial Services
Oregon
$403K +$3.15K +6 +0.8%
LDB
2724
Lee, Danner & Bass
Tennessee
$403K +$387K +736 New
WIM
2725
Warwick Investment Management
Texas
$402K -$16.3K -31 -4%
107 108
109
110 111