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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
3076
Beacon Wealthcare LLC
North Carolina
$510K +$96.6K +150 +25%
HF
3077
Holcombe Financial
Georgia
$509K – – –
JWBC
3078
J.W. Burns & Co
New York
$508K – – –
EA
3079
Ellsworth Advisors
Ohio
$507K -$11.6K -18 -2%
HZ
3080
Hixon Zuercher
Ohio
$507K +$488K +757 New
BRWM
3081
Blue Rock Wealth Management
North Carolina
$506K -$22.5K -35 -4%
FF
3082
Finley Financial
Nevada
$505K – – –
AWP
3083
Axis Wealth Partners
Rhode Island
$505K +$644 +1 +0.1%
DPW
3084
DiNuzzo Private Wealth
Pennsylvania
$503K – – –
NAMP
3085
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$502K – – –
PWG
3086
Private Wealth Group
Florida
$501K – – –
CIA
3087
CCM Investment Advisers
South Carolina
$501K +$482K +748 New
IF
3088
Integrity Financial
Wyoming
$499K +$644 +1 +0.1%
FSA
3089
Financial Security Advisor
Virginia
$499K +$644 +1 +0.1%
TIM
3090
Total Investment Management
Arizona
$499K +$112K +174 +30%
MLL
3091
Moody Lynn & Lieberson
Massachusetts
$498K +$1.93K +3 +0.4%
LF
3092
LifeSteps Financial
California
$494K +$71.5K +111 +18%
CB
3093
Chris Bulman
California
$493K – – –
GCWM
3094
Guided Capital Wealth Management
Texas
$493K – – –
BBI
3095
Baxter Bros Inc
Connecticut
$492K -$20K -31 -4%
BMWS
3096
Brady Martz Wealth Solutions
North Dakota
$492K +$227K +353 +92%
NC
3097
NewSquare Capital
Pennsylvania
$489K – – –
W
3098
WorthPointe
California
$487K +$12.9K +20 +3%
APA
3099
Astoria Portfolio Advisors
New York
$486K +$5.15K +8 +1%
SOADOR
3100
State of Alaska Department of Revenue
Alaska
$485K -$222K -344 -32%
122 123
124
125 126