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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
2976
Eagle Global Advisors
Texas
$519K -$9.19K -16 -2%
FCCM
2977
First City Capital Management
Georgia
$518K – – –
WIP
2978
WealthCare Investment Partners
Rhode Island
$517K -$4.02K -7 -0.8%
BFA
2979
Buttonwood Financial Advisors
Maryland
$516K -$2.87K -5 -0.6%
GSF
2980
Grove Street Fiduciary
New Hampshire
$516K – – –
AC
2981
Annandale Capital
Texas
$515K – – –
RCS
2982
Retirement Capital Strategies
California
$513K -$26.4K -46 -5%
PFSC
2983
Peoples Financial Services Corp
Pennsylvania
$513K -$1.43M -2,495 -75%
FCIM
2984
Fairview Capital Investment Management
California
$512K – – –
WIM
2985
Waverton Investment Management
United Kingdom
$509K +$100K +175 +27%
CNTOF
2986
Canandaigua National Trust of Florida
New York
$508K – – –
SWM
2987
Sentinel Wealth Management
Virginia
$506K +$468K +815 New
MAS
2988
Meeder Advisory Services
Ohio
$506K -$120K -209 -20%
PWP
2989
Parkwoods Wealth Partners
New York
$505K – – –
MIC
2990
Meridian Investment Counsel
California
$503K – – –
CP
2991
Covenant Partners
Tennessee
$502K -$38.5K -67 -8%
LFA
2992
Longview Financial Advisors
Alabama
$498K -$8.04K -14 -2%
SPWG
2993
Sage Private Wealth Group
Illinois
$498K +$574 +1 +0.1%
MCFP
2994
Mallini Complete Financial Planning
Florida
$497K – – –
TFG
2995
Taylor Financial Group
Virginia
$495K -$13.2K -23 -3%
BI
2996
Beckerman Institutional
New Jersey
$494K – – –
PCM
2997
Pointe Capital Management
Michigan
$493K -$54K -94 -11%
BRWM
2998
Blue Rock Wealth Management
North Carolina
$491K -$21.2K -37 -4%
TWM
2999
Trevian Wealth Management
Massachusetts
$491K +$32.2K +56 +8%
ORC
3000
O'Rourke & Company
Massachusetts
$490K -$3.44K -6 -0.8%
118 119
120
121 122