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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3101
Jacksonville Wealth Management
Florida
$657K +$66.9K +98 +11%
FNT
3102
First Nebraska Trust
Nebraska
$656K +$30.7K +45 +5%
BI
3103
Beckerman Institutional
New Jersey
$656K +$142K +208 +26%
SWM
3104
Seaside Wealth Management
California
$656K – – –
TC
3105
Tannin Capital
North Carolina
$654K -$4.78K -7 -0.7%
GC
3106
Garde Capital
Washington
$653K +$39.6K +58 +6%
SI
3107
Stonekeep Investments
New Mexico
$652K -$17.8K -26 -3%
LRPA
3108
L. Roy Papp & Associates
Arizona
$652K -$47.8K -70 -7%
RGF
3109
Retirement Guys Formula
Ohio
$651K +$5.46K +8 +0.7%
HWMT
3110
Heritage Wealth Management (Texas)
Texas
$651K -$6.83K -10 -1%
UBV
3111
United Bank (Virginia)
Virginia
$651K – – –
BC
3112
Brio Consultants
California
$649K -$11.6K -17 -2%
AWM
3113
Aries Wealth Management
Maine
$648K – – –
MGWA
3114
Monument Group Wealth Advisors
Massachusetts
$647K – – –
KCFA
3115
Key Client Fiduciary Advisors
New Jersey
$647K -$8.19K -12 -1%
OFA
3116
Orographic Financial Advisors
Colorado
$647K +$677K +991 New
BC
3117
Barnett & Company
Tennessee
$646K +$5.46K +8 +0.8%
RWS
3118
Resolute Wealth Strategies
Mississippi
$644K -$40.3K -59 -6%
RCM
3119
Richardson Capital Management
Wisconsin
$644K -$2.73K -4 -0.4%
SMA
3120
Seven Mile Advisory
New Jersey
$639K -$14.7M -21,483 -96%
JWM
3121
JPL Wealth Management
Colorado
$637K +$7.51K +11 +1%
DFA
3122
Delta Financial Advisors
Louisiana
$637K +$21.2K +31 +3%
CCP
3123
Carmel Capital Partners
California
$636K – – –
USB
3124
Union Savings Bank
Connecticut
$636K +$29.4K +43 +5%
WAM
3125
WealthTrust Asset Management
Florida
$636K +$77.8K +114 +13%
123 124
125
126 127