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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2826
Wealthstream Advisors
New York
$650K +$115K +195 +21%
MIM
2827
Marco Investment Management
Georgia
$649K +$30.8K +52 +5%
FFWM
2828
Future Financial Wealth Management
Ohio
$649K – – –
JWBC
2829
John W. Brooker & Co
California
$648K +$137K +232 +27%
SHA
2830
Seneca House Advisors
Virginia
$647K +$40.3K +68 +7%
MEAC
2831
M.E. Allison & Co
Texas
$646K +$650K +1,098 New
B
2832
Bensler
Washington
$646K +$8.29K +14 +1%
FI
2833
FWG Investments
Kentucky
$646K -$14.8K -25 -2%
RCM
2834
Radnor Capital Management
Pennsylvania
$641K -$59.2K -100 -8%
AA
2835
Apriem Advisors
California
$641K +$196K +331 +44%
TWP
2836
Total Wealth Planning
Ohio
$640K – – –
FFP
2837
FourThought Financial Partners
Florida
$640K – – –
EI
2838
Ethic Inc
New York
$639K +$642K +1,085 New
BWP
2839
Barlow Wealth Partners
Kentucky
$637K +$4.74K +8 +0.8%
WOC
2840
West Oak Capital
California
$636K – – –
HDIM
2841
Hanson & Doremus Investment Management
Vermont
$636K – – –
UBG
2842
United Bank (Georgia)
Georgia
$635K -$592 -1 -0.1%
WP
2843
Wealthspan Partners
Iowa
$635K – – –
PWS
2844
Proactive Wealth Strategies
Georgia
$634K +$125K +211 +24%
HCM
2845
HMS Capital Management
Tennessee
$633K – – –
LFS
2846
Littlejohn Financial Services
Oregon
$633K +$636K +1,075 New
LAMNM
2847
Longview Asset Management (New Mexico)
New Mexico
$630K +$634K +1,071 New
NLP
2848
Next Level Private
New York
$630K +$11.8K +20 +2%
FWM
2849
FSA Wealth Management
Massachusetts
$629K -$47.4K -80 -7%
MAM
2850
Milestone Asset Management
Pennsylvania
$628K +$592 +1 +0.1%
112 113
114
115 116