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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
3001
Westshore Wealth
California
$490K – – –
PFA
3002
Petra Financial Advisors
Colorado
$489K +$9.76K +17 +2%
CWM
3003
Challenger Wealth Management
California
$489K -$50.5K -88 -10%
FA
3004
Fagan Associates
New York
$488K – – –
VRM
3005
Vectors Research Management
New York
$487K -$9.19K -16 -2%
VBA
3006
von Borstel & Associates
Oregon
$485K – – –
QFA
3007
Quantum Financial Advisors
California
$484K – – –
JLBC
3008
J.L. Bainbridge & Co
Florida
$483K – – –
GC
3009
Grange Capital
Oregon
$482K -$87.3K -152 -16%
EA
3010
Ellsworth Advisors
Ohio
$482K +$26.4K +46 +6%
DPW
3011
DiNuzzo Private Wealth
Pennsylvania
$482K -$2.87K -5 -0.6%
PWH
3012
Priebe Wealth Holdings
Minnesota
$482K – – –
HVIA
3013
Hudson Valley Investment Advisors
New York
$481K – – –
SPWG
3014
Syntegra Private Wealth Group
Missouri
$481K – – –
KFS
3015
Kaizen Financial Strategies
California
$480K – – –
LA
3016
LVW Advisors
New York
$480K -$2.3K -4 -0.5%
FPF
3017
First Pacific Financial
Washington
$480K +$84.4K +147 +23%
CWP
3018
Core Wealth Partners
California
$478K +$574 +1 +0.1%
MIP
3019
Marietta Investment Partners
Wisconsin
$476K – – –
BBI
3020
Baxter Bros Inc
Connecticut
$476K – – –
CAM
3021
Columbia Asset Management
Michigan
$476K – – –
CPA
3022
Compass Planning Associates
Massachusetts
$475K +$574 +1 +0.1%
RTC
3023
Riverview Trust Company
Washington
$475K -$11.5K -20 -3%
RWB
3024
RMR Wealth Builders
New Jersey
$474K +$1.15K +2 +0.3%
HF
3025
Holcombe Financial
Georgia
$472K – – –
119 120
121
122 123