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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
3101
NewSquare Capital
Pennsylvania
$489K – – –
W
3102
WorthPointe
California
$487K +$12.9K +20 +3%
APA
3103
Astoria Portfolio Advisors
New York
$486K +$5.15K +8 +1%
SOADOR
3104
State of Alaska Department of Revenue
Alaska
$485K -$222K -344 -32%
VRM
3105
Vectors Research Management
New York
$485K -$39.3K -61 -8%
LAM
3106
Lewis Asset Management
California
$482K +$644 +1 +0.1%
SLT
3107
St Louis Trust
Missouri
$482K – – –
RFW
3108
Rainier Family Wealth
Washington
$481K – – –
OHWP
3109
Oak Harbor Wealth Partners
North Carolina
$480K +$3.22K +5 +0.7%
FPF
3110
First Pacific Financial
Washington
$480K -$36.1K -56 -7%
CMP
3111
Coston McIsaac & Partners
Maine
$479K – – –
IA
3112
IMZ Advisory
Florida
$477K +$106K +165 +30%
OBGC
3113
O'Brien Greene & Co
Pennsylvania
$477K – – –
SF
3114
Strategent Financial
Virginia
$473K – – –
FCM
3115
Fogel Capital Management
Florida
$472K – – –
SGWM
3116
Sterling Group Wealth Management
California
$472K – – –
AHC
3117
Adell Harriman & Carpenter
Texas
$472K -$16.1K -25 -3%
BFC
3118
Blue Fin Capital
Rhode Island
$469K – – –
EB
3119
Emprise Bank
Kansas
$468K – – –
FSG
3120
Financial Strategies Group
Michigan
$466K -$25.1K -39 -5%
DFA
3121
Delta Financial Advisors
Louisiana
$465K +$5.15K +8 +1%
IWP
3122
Insight Wealth Partners
Texas
$464K – – –
FWM
3123
Finer Wealth Management
Massachusetts
$464K +$1.29K +2 +0.3%
TWP
3124
Total Wealth Planning
Ohio
$464K – – –
CFSG
3125
Clark Financial Services Group
Missouri
$464K +$1.29K +2 +0.3%
123 124
125
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