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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
3076
RMR Wealth Builders
New Jersey
$511K +$644 +1 +0.1%
WW
3077
Westshore Wealth
California
$511K -$16.7K -26 -3%
FCT
3078
Family Capital Trust
Massachusetts
$511K +$81.8K +127 +20%
CWD
3079
Clarity Wealth Development
Oregon
$511K – – –
BWL
3080
Beacon Wealthcare LLC
North Carolina
$510K +$96.6K +150 +25%
HF
3081
Holcombe Financial
Georgia
$509K – – –
JWBC
3082
J.W. Burns & Co
New York
$508K – – –
EA
3083
Ellsworth Advisors
Ohio
$507K -$11.6K -18 -2%
HZ
3084
Hixon Zuercher
Ohio
$507K +$488K +757 New
BRWM
3085
Blue Rock Wealth Management
North Carolina
$506K -$22.5K -35 -4%
FF
3086
Finley Financial
Nevada
$505K – – –
AWP
3087
Axis Wealth Partners
Rhode Island
$505K +$644 +1 +0.1%
DPW
3088
DiNuzzo Private Wealth
Pennsylvania
$503K – – –
NAMP
3089
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$502K – – –
PWG
3090
Private Wealth Group
Florida
$501K – – –
CIA
3091
CCM Investment Advisers
South Carolina
$501K +$482K +748 New
IF
3092
Integrity Financial
Wyoming
$499K +$644 +1 +0.1%
FSA
3093
Financial Security Advisor
Virginia
$499K +$644 +1 +0.1%
TIM
3094
Total Investment Management
Arizona
$499K +$112K +174 +30%
MLL
3095
Moody Lynn & Lieberson
Massachusetts
$498K +$1.93K +3 +0.4%
LF
3096
LifeSteps Financial
California
$494K +$71.5K +111 +18%
CB
3097
Chris Bulman
California
$493K – – –
GCWM
3098
Guided Capital Wealth Management
Texas
$493K – – –
BBI
3099
Baxter Bros Inc
Connecticut
$492K -$20K -31 -4%
BMWS
3100
Brady Martz Wealth Solutions
North Dakota
$492K +$227K +353 +92%
122 123
124
125 126