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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
3026
Noesis Capital Mangement
Florida
$454K -$27.8K -47 -6%
CWP
3027
Core Wealth Partners
California
$452K +$6.51K +11 +1%
WAM
3028
WealthTrust Asset Management
Florida
$452K +$1.18K +2 +0.3%
CAM
3029
Columbia Asset Management
Michigan
$451K – – –
CAC
3030
Core Alternative Capital
Georgia
$450K -$76.4K -129 -14%
GA
3031
GoalVest Advisory
New York
$450K +$98.8K +167 +28%
VBA
3032
von Borstel & Associates
Oregon
$450K – – –
FF
3033
Finley Financial
Nevada
$450K +$447K +755 New
PWH
3034
Priebe Wealth Holdings
Minnesota
$449K -$1.78K -3 -0.4%
SA
3035
Seneschal Advisors
Washington
$449K +$452K +763 New
JWM
3036
JPL Wealth Management
Colorado
$448K +$450K +761 New
HF
3037
Holcombe Financial
Georgia
$447K +$450K +760 New
CWD
3038
Clarity Wealth Development
Oregon
$447K +$438K +740 New
JWBC
3039
J.W. Burns & Co
New York
$447K – – –
CIG
3040
Cullen Investment Group
Louisiana
$447K +$104K +175 +30%
SFWC
3041
Strategic Family Wealth Counselors
New Jersey
$447K +$592 +1 +0.1%
HBW
3042
Hazlett, Burt & Watson
West Virginia
$446K -$592 -1 -0.1%
QIM
3043
Quest Investment Management
Oregon
$445K +$7.7K +13 +2%
CF
3044
Clarity Financial
Texas
$445K +$15.4K +26 +4%
WTFG
3045
Wells Trecaso Financial Group
Ohio
$444K – – –
PGF
3046
Plan Group Financial
Oklahoma
$443K -$10.1K -17 -2%
SWK
3047
Stephen W. Kidder
$442K -$29.6K -50 -6%
NAMP
3048
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$442K – – –
OFP
3049
OLIO Financial Planning
Virginia
$441K -$100K -169 -18%
SGI
3050
Summit Global Investments
Utah
$441K -$1.25M -2,114 -74%
120 121
122
123 124