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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2826
Westshore Wealth
California
$240K -$17K -38 -7%
JWBC
2827
John W. Brooker & Co
California
$240K – – –
DDC
2828
DF Dent & Co
Maryland
$240K +$225K +503 New
SC
2829
Schulhoff & Co
Ohio
$240K – – –
ONSWM
2830
Old North State Wealth Management
North Carolina
$239K +$223K +499 New
LB
2831
Legacy Bridge
Iowa
$239K – – –
RFM
2832
Royal Fund Management
Florida
$238K -$12.1K -27 -5%
PCMM
2833
Piedmont Capital Management (Montana)
Montana
$238K -$2.24K -5 -1%
MAM
2834
MWA Asset Management
Massachusetts
$237K -$209K -467 -48%
CGF
2835
Constant Guidance Financial
Massachusetts
$237K +$222K +497 New
ZCM
2836
Ziegler Capital Management
Illinois
$237K – – –
HFS
2837
Hoge Financial Services
Pennsylvania
$237K +$222K +496 New
HSG
2838
Helen Stephens Group
Texas
$236K +$221K +494 New
EB
2839
Exchange Bank
California
$235K -$448 -1 -0.2%
AIM
2840
Alhambra Investment Management
Florida
$234K -$7.61K -17 -3%
TAM
2841
Trillium Asset Management
Massachusetts
$234K +$219K +490 New
SGA
2842
Sustainable Growth Advisers
Connecticut
$234K +$219K +489 New
MG
2843
Marex Group
$233K +$218K +487 New
RCA
2844
Ranch Capital Advisors
Florida
$233K +$1.34K +3 +0.6%
OPOWM
2845
One Plus One Wealth Management
Florida
$232K – – –
WF
2846
WoodTrust Financial
Wisconsin
$232K +$217K +485 New
DBRC
2847
D.B. Root & Company
Pennsylvania
$231K -$1.34K -3 -0.6%
CWM
2848
CarsonAllaria Wealth Management
Illinois
$231K -$167K -373 -44%
GF
2849
Goodman Financial
Texas
$231K – – –
SFG
2850
SevenBridge Financial Group
Pennsylvania
$231K +$216K +483 New
112 113
114
115 116