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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
3001
Morton Brown Family Wealth
Pennsylvania
$207K +$22.1K +42 +13%
SA
3002
Shilanski & Associates
Alaska
$207K +$199K +379 New
GTAM
3003
Global Trust Asset Management
Florida
$207K +$9.99K +19 +5%
EG
3004
Ellerson Group
Maryland
$205K -$39.4K -75 -17%
HWA
3005
Hillcrest Wealth Advisors
New Jersey
$205K +$197K +375 New
SCM
3006
Sterneck Capital Management
Missouri
$205K +$197K +375 New
KC
3007
Kinloch Capital
Virginia
$205K +$197K +374 New
GWM
3008
Grand Wealth Management
Michigan
$203K -$8.94K -17 -4%
PFP
3009
Paragon Financial Partners
California
$202K +$195K +370 New
ONSWM
3010
Old North State Wealth Management
North Carolina
$202K +$194K +368 New
MF
3011
Montis Financial
Massachusetts
$202K +$194K +369 New
AFM
3012
Abbot Financial Management
Massachusetts
$201K +$194K +368 New
DAC
3013
Dividend Assets Capital
South Carolina
$201K +$194K +368 New
PIA
3014
Powell Investment Advisors
Florida
$201K +$157K +298 +432%
EFP
3015
Elser Financial Planning
Indiana
$201K +$193K +367 New
GWSA
3016
Global Wealth Strategies & Associates
Colorado
$194K +$20K +38 +12%
RA
3017
Rise Advisors
New York
$193K +$7.89K +15 +4%
RAM
3018
Riggs Asset Management
Pennsylvania
$187K – – –
FCG
3019
Financial Connections Group
California
$181K +$174K +331 New
SFA
3020
Semmax Financial Advisors
North Carolina
$179K -$16.8K -32 -9%
BCP
3021
Blue Chip Partners
Michigan
$177K +$526 +1 +0.3%
PCWA
3022
Pacific Capital Wealth Advisors
California
$170K – – –
MIM
3023
MTM Investment Management
South Carolina
$169K +$10.5K +20 +7%
WFS
3024
Widmann Financial Services
Maryland
$166K +$160K +304 New
IF
3025
Integrity Financial
Wyoming
$165K -$19.5K -37 -11%
119 120
121
122 123