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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2776
Florida Financial Advisors
Florida
$415K +$133K +239 +50%
CMP
2777
Coston McIsaac & Partners
Maine
$413K – – –
OHWP
2778
Oak Harbor Wealth Partners
North Carolina
$411K -$12.2K -22 -3%
RFS
2779
Richardson Financial Services
Massachusetts
$411K +$126K +226 +44%
FCG
2780
Fielder Capital Group
Tennessee
$410K – – –
SPI
2781
Sutton Place Investors
New York
$408K +$10K +18 +3%
KNW
2782
Kesler Norman & Wride
Utah
$407K – – –
SGWM
2783
Sterling Group Wealth Management
California
$407K – – –
CW
2784
Channel Wealth
California
$407K +$47.3K +85 +14%
CHC
2785
City Holding Co
West Virginia
$405K +$57.3K +103 +17%
MAWAG
2786
Mid-American Wealth Advisory Group
Missouri
$404K -$111K -200 -22%
WAG
2787
Wiser Advisor Group
Arizona
$404K -$21.1K -38 -5%
NAMM
2788
NorthStar Asset Management (Massachusetts)
Massachusetts
$401K -$13.9K -25 -3%
CGH
2789
Crossmark Global Holdings
Texas
$401K – – –
CPWM
2790
Cypress Point Wealth Management
Texas
$400K – – –
IWP
2791
Insight Wealth Partners
Texas
$400K – – –
HWM
2792
Hassell Wealth Management
Louisiana
$400K +$10K +18 +3%
DK
2793
David Kennon
Florida
$400K – – –
GI
2794
Gradient Investments
Minnesota
$397K -$1.57M -2,823 -80%
ACM
2795
Alpha Capital Management
Texas
$396K – – –
TPW
2796
TL Private Wealth
Texas
$396K -$12.2K -22 -3%
CAM
2797
Congress Asset Management
Massachusetts
$396K -$124K -223 -25%
AIA
2798
Allied Investment Advisors
Montana
$396K +$381K +686 New
MSS
2799
Mitchell Sinkler & Starr
Pennsylvania
$396K – – –
NCM
2800
Neumann Capital Management
California
$395K – – –
110 111
112
113 114