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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
2751
Rothschild Capital Partners
New York
$440K +$1.11K +2 +0.3%
ORC
2752
O'Rourke & Company
Massachusetts
$440K +$12.2K +22 +3%
OFP
2753
OLIO Financial Planning
Virginia
$440K – – –
JWBC
2754
J.W. Burns & Co
New York
$438K – – –
W
2755
WorthPointe
California
$438K – – –
AA
2756
Apriem Advisors
California
$437K -$63.4K -114 -13%
SFWC
2757
Strategic Family Wealth Counselors
New Jersey
$437K +$37.3K +67 +10%
CWP
2758
Core Wealth Partners
California
$437K +$556 +1 +0.1%
PFG
2759
Pinnacle Financial Group
Illinois
$436K -$26.1K -47 -6%
WTFG
2760
Wells Trecaso Financial Group
Ohio
$435K – – –
HBW
2761
Hazlett, Burt & Watson
West Virginia
$434K +$57.3K +103 +16%
NAMP
2762
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$433K – – –
TNA
2763
True North Advisors
Texas
$433K +$9.45K +17 +2%
HWMT
2764
Heritage Wealth Management (Texas)
Texas
$432K -$15.6K -28 -4%
MIP
2765
Marietta Investment Partners
Wisconsin
$430K – – –
QIM
2766
Quest Investment Management
Oregon
$429K – – –
TWM
2767
Trevian Wealth Management
Massachusetts
$428K +$412K +741 New
OBGC
2768
O'Brien Greene & Co
Pennsylvania
$427K -$7.23K -13 -2%
BBI
2769
Baxter Bros Inc
Connecticut
$427K – – –
SW
2770
SVB Wealth
Massachusetts
$424K -$103M -186,080 -100%
GWAM
2771
Guardian Wealth Advisors (Minnesota)
Minnesota
$424K +$23.9K +43 +6%
FSA
2772
Financial Sense Advisors
California
$423K -$33.9K -61 -8%
BC
2773
Brio Consultants
California
$421K +$137K +246 +51%
CF
2774
Clarity Financial
Texas
$421K -$32.8K -59 -7%
AHC
2775
Adell Harriman & Carpenter
Texas
$421K -$42.3K -76 -9%
109 110
111
112 113