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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
3001
Blue Rock Wealth Management
North Carolina
$491K -$21.2K -37 -4%
TWM
3002
Trevian Wealth Management
Massachusetts
$491K +$32.2K +56 +8%
ORC
3003
O'Rourke & Company
Massachusetts
$490K -$3.44K -6 -0.8%
WW
3004
Westshore Wealth
California
$490K – – –
PFA
3005
Petra Financial Advisors
Colorado
$489K +$9.76K +17 +2%
CWM
3006
Challenger Wealth Management
California
$489K -$50.5K -88 -10%
FA
3007
Fagan Associates
New York
$488K – – –
VRM
3008
Vectors Research Management
New York
$487K -$9.19K -16 -2%
VBA
3009
von Borstel & Associates
Oregon
$485K – – –
QFA
3010
Quantum Financial Advisors
California
$484K – – –
JLBC
3011
J.L. Bainbridge & Co
Florida
$483K – – –
GC
3012
Grange Capital
Oregon
$482K -$87.3K -152 -16%
EA
3013
Ellsworth Advisors
Ohio
$482K +$26.4K +46 +6%
DPW
3014
DiNuzzo Private Wealth
Pennsylvania
$482K -$2.87K -5 -0.6%
PWH
3015
Priebe Wealth Holdings
Minnesota
$482K – – –
HVIA
3016
Hudson Valley Investment Advisors
New York
$481K – – –
SPWG
3017
Syntegra Private Wealth Group
Missouri
$481K – – –
KFS
3018
Kaizen Financial Strategies
California
$480K – – –
LA
3019
LVW Advisors
New York
$480K -$2.3K -4 -0.5%
FPF
3020
First Pacific Financial
Washington
$480K +$84.4K +147 +23%
CWP
3021
Core Wealth Partners
California
$478K +$574 +1 +0.1%
MIP
3022
Marietta Investment Partners
Wisconsin
$476K – – –
BBI
3023
Baxter Bros Inc
Connecticut
$476K – – –
CAM
3024
Columbia Asset Management
Michigan
$476K – – –
CPA
3025
Compass Planning Associates
Massachusetts
$475K +$574 +1 +0.1%
119 120
121
122 123