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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3151
WealthTrust Asset Management
Florida
$729K – – –
CPWM
3152
Cypress Point Wealth Management
Texas
$726K +$4.37K +6 +0.6%
HBW
3153
Hazlett, Burt & Watson
West Virginia
$726K – – –
EB
3154
Exchange Bank
California
$726K -$98.3K -135 -12%
AAA
3155
Andrews Advisory Associates
Hawaii
$724K – – –
USWIA
3156
UP Strategic Wealth Investment Advisors
Pennsylvania
$723K – – –
HWMT
3157
Heritage Wealth Management (Texas)
Texas
$721K -$24K -33 -3%
ACA
3158
Anchor Capital Advisors
Massachusetts
$720K -$504K -692 -42%
VAM
3159
Virtue Asset Management
Illinois
$720K -$7.28K -10 -1%
UBV
3160
United Bank (Virginia)
Virginia
$719K -$26.2K -36 -4%
CAM
3161
Congress Asset Management
Massachusetts
$717K -$195K -268 -22%
ACA
3162
Ascension Capital Advisors
Texas
$716K +$696K +956 New
BI
3163
Breachway Investments
Rhode Island
$714K – – –
CA
3164
Cambridge Advisors
Nebraska
$714K +$4.37K +6 +0.6%
NG
3165
Northstar Group
New York
$713K +$5.1K +7 +0.7%
NCM
3166
Noesis Capital Mangement
Florida
$712K -$114K -157 -14%
SC
3167
Slow Capital
California
$706K -$147K -202 -18%
PGAM
3168
Princeton Global Asset Management
New Jersey
$705K -$8.01K -11 -1%
SFGM
3169
Stonebridge Financial Group (Missouri)
Missouri
$704K -$6.55K -9 -0.9%
HIM
3170
Harbour Investment Management
Washington
$704K -$728 -1 -0.1%
MSG
3171
Main Street Group
Virginia
$701K -$24K -33 -3%
VPWA
3172
Vestia Personal Wealth Advisors
Indiana
$700K +$2.19K +3 +0.3%
BWM
3173
BCO Wealth Management
New Mexico
$700K – – –
OA
3174
Oxbow Advisors
Texas
$700K +$681K +935 New
GC
3175
Garde Capital
Washington
$699K -$48.1K -66 -7%
125 126
127
128 129