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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2851
Opal Wealth Advisors
New York
$734K -$7.73K -12 -1%
BGC
2852
Beutel, Goodman & Co
Ontario, Canada
$732K +$19.3K +30 +3%
GLR
2853
Great Lakes Retirement
Ohio
$732K -$23.8K -37 -3%
GFG
2854
Greystone Financial Group
Michigan
$730K -$19.3K -30 -3%
PWS
2855
Proactive Wealth Strategies
Georgia
$728K +$3.86K +6 +0.6%
HWMT
2856
Heritage Wealth Management (Texas)
Texas
$727K -$18.7K -29 -3%
FWWM
2857
Fiscal Wisdom Wealth Management
Connecticut
$727K +$698K +1,083 New
HDIM
2858
Hanson & Doremus Investment Management
Vermont
$724K – – –
SFC
2859
SYM Financial Corp
Indiana
$723K – – –
EB
2860
Exchange Bank
California
$722K +$120K +187 +21%
UBG
2861
United Bank (Georgia)
Georgia
$722K – – –
HHRDM
2862
H&H Retirement Design & Management
Nevada
$722K – – –
SCM
2863
Sollinda Capital Management
Florida
$718K -$36.1K -56 -5%
PC
2864
Payne Capital
Oregon
$717K +$690K +1,072 New
MCA
2865
Midwest Capital Advisors
Michigan
$716K -$3.22K -5 -0.5%
WMA
2866
West Michigan Advisors
Michigan
$715K +$5.15K +8 +0.8%
HPA
2867
High Probability Advisors
New York
$715K +$2.58K +4 +0.4%
HPIA
2868
Hamilton Point Investment Advisors
North Carolina
$714K – – –
FVWA
2869
Foster Victor Wealth Advisors
South Carolina
$713K +$365K +567 +115%
GWM
2870
GK Wealth Management
Nevada
$710K +$1.29K +2 +0.2%
SIA
2871
Strategic Investment Advisors
Michigan
$710K -$689K -1,070 -94%
FI
2872
FWG Investments
Kentucky
$709K -$71.5K -111 -9%
AIMA
2873
Ables Iannone Moore & Associates
Georgia
$707K – – –
WA
2874
Wealthstar Advisors
Texas
$706K +$3.86K +6 +0.6%
SWIG
2875
Strategic Wealth Investment Group
Kentucky
$705K +$678K +1,053 New
113 114
115
116 117