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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SRB
2826
Shotwell Rutter Baer
Michigan
$284K -$7K -14 -3%
SWP
2827
ShoreHaven Wealth Partners
New Jersey
$284K +$4.5K +9 +2%
RFS
2828
Richardson Financial Services
Massachusetts
$283K +$218K +436 +423%
HBW
2829
Hazlett, Burt & Watson
West Virginia
$283K +$137K +274 +105%
BZWA
2830
Blue Zone Wealth Advisors
California
$282K +$269K +537 New
WN
2831
Williams & Novak
California
$282K – – –
SAM
2832
SignalPoint Asset Management
Missouri
$281K – – –
NFW
2833
Noble Family Wealth
Florida
$280K – – –
SAMC
2834
Spectrum Asset Management (California)
California
$279K -$334K -667 -56%
PCMM
2835
Piedmont Capital Management (Montana)
Montana
$278K +$16.5K +33 +7%
WIP
2836
WealthCare Investment Partners
Rhode Island
$278K +$1.5K +3 +0.6%
DSC
2837
Duncker Streett & Co
Missouri
$278K – – –
XWM
2838
Xcel Wealth Management
Florida
$276K +$263K +525 New
RCA
2839
Riverview Capital Advisers
Massachusetts
$274K – – –
HHWM
2840
Hiley Hunt Wealth Management
Nebraska
$271K +$1K +2 +0.4%
BWP
2841
Barlow Wealth Partners
Kentucky
$269K – – –
HAS
2842
HBW Advisory Services
California
$269K – – –
CPA
2843
Clear Point Advisors
New York
$269K +$1K +2 +0.4%
EFP
2844
EnRich Financial Partners
Wisconsin
$268K -$2.5K -5 -1%
HC
2845
Hourglass Capital
Texas
$268K +$255K +509 New
BCM
2846
Buckhead Capital Management
Georgia
$267K – – –
HIS
2847
Horizon Investment Services
Indiana
$267K -$1K -2 -0.4%
AMM
2848
American Money Management
California
$267K +$42.5K +85 +20%
VFG
2849
Victory Financial Group
Texas
$267K +$254K +508 New
VAM
2850
Vienna Asset Management
California
$267K +$1K +2 +0.4%
112 113
114
115 116