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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2951
Lodestone Wealth Management
Washington
$522K – – –
NA
2952
Nordwand Advisors
Pennsylvania
$521K – – –
MAWAG
2953
Mid-American Wealth Advisory Group
Missouri
$519K +$107K +180 +26%
SGA
2954
Sustainable Growth Advisers
Connecticut
$519K +$521K +881 New
GWA
2955
GGM Wealth Advisors
Maryland
$519K -$6.51K -11 -1%
PCMM
2956
Piedmont Capital Management (Montana)
Montana
$518K +$15.4K +26 +3%
SCM
2957
Sollinda Capital Management
Florida
$518K +$9.47K +16 +2%
VPWA
2958
Vestia Personal Wealth Advisors
Indiana
$517K -$10.1K -17 -2%
CP
2959
Covenant Partners
Tennessee
$515K – – –
NC
2960
NewSquare Capital
Pennsylvania
$515K – – –
CWM
2961
Challenger Wealth Management
California
$513K +$516K +872 New
USB
2962
Union Savings Bank
Connecticut
$513K – – –
RCS
2963
Retirement Capital Strategies
California
$512K -$380K -642 -42%
AIM
2964
Avity Investment Management
Connecticut
$512K +$19.5K +33 +4%
FCT
2965
Family Capital Trust
Massachusetts
$512K – – –
EA
2966
Eclectic Associates
California
$510K +$513K +866 New
WCM
2967
Whitener Capital Management
North Carolina
$509K -$36.7K -62 -7%
AZ
2968
Alpha Zero
Florida
$509K +$511K +864 New
WIM
2969
Warwick Investment Management
Texas
$508K +$511K +863 New
CFFP
2970
Center for Financial Planning
Michigan
$506K -$3.55K -6 -0.7%
SHFA
2971
SS&H Financial Advisors
Michigan
$506K – – –
TSW
2972
Thompson Siegel & Walmsley
Virginia
$506K +$1.78K +3 +0.4%
IPA
2973
Investment Planning Advisors
Georgia
$506K -$33.7K -57 -6%
CNBT
2974
Cornerstone National Bank & Trust
Illinois
$504K – – –
HIC
2975
Holderness Investments Company
North Carolina
$503K -$300K -506 -37%
117 118
119
120 121