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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2951
Westside Investment Management
California
$477K +$11.2K +19 +2%
HCMG
2952
Howard Capital Management Group
California
$477K +$9.45K +16 +2%
AIS
2953
AM Investment Strategies
Tennessee
$475K +$591 +1 +0.1%
SGA
2954
Sustainable Growth Advisers
Connecticut
$475K -$21.3K -36 -4%
FEG
2955
Financial Enhancement Group
Indiana
$474K -$30.1K -51 -5%
BFA
2956
Buttonwood Financial Advisors
Maryland
$470K – – –
EB
2957
Exchange Bank
California
$469K +$1.18K +2 +0.2%
OWA
2958
Opal Wealth Advisors
New York
$469K -$693K -1,173 -58%
FCCM
2959
First City Capital Management
Georgia
$469K -$39.6K -67 -7%
GSF
2960
Grove Street Fiduciary
New Hampshire
$467K -$5.91K -10 -1%
AC
2961
Annandale Capital
Texas
$466K – – –
BRWM
2962
Blue Rock Wealth Management
North Carolina
$465K -$13.6K -23 -3%
FCIM
2963
Fairview Capital Investment Management
California
$463K +$487K +824 New
PRP
2964
Peak Retirement Planning
Ohio
$463K +$20.7K +35 +4%
AWP
2965
Axis Wealth Partners
Rhode Island
$461K -$61.4K -104 -11%
TFG
2966
Taylor Financial Group
Virginia
$461K – – –
CNTOF
2967
Canandaigua National Trust of Florida
New York
$460K – – –
LFA
2968
Longview Financial Advisors
Alabama
$459K -$591 -1 -0.1%
MFG
2969
Monte Financial Group
Connecticut
$458K -$66.7K -113 -12%
BPAMU
2970
BTG Pactual Asset Management US
New York
$457K -$2M -3,387 -81%
NA
2971
Nordwand Advisors
Pennsylvania
$457K -$41.9K -71 -8%
EB
2972
Emprise Bank
Kansas
$457K -$17.7K -30 -4%
PWP
2973
Parkwoods Wealth Partners
New York
$457K +$480K +813 New
MIC
2974
Meridian Investment Counsel
California
$455K – – –
PCMM
2975
Piedmont Capital Management (Montana)
Montana
$453K +$15.4K +26 +3%
117 118
119
120 121