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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
3176
Richmond Brothers
Michigan
$358K -$124K -216 -27%
MAWAG
3177
Mid-American Wealth Advisory Group
Missouri
$358K -$115K -200 -26%
WAG
3178
Wiser Advisor Group
Arizona
$358K -$60.9K -106 -16%
OFG
3179
Orcam Financial Group
California
$357K – – –
AIM
3180
Alhambra Investment Management
Florida
$357K +$97.6K +170 +42%
AWM
3181
Atticus Wealth Management
Florida
$355K +$257K +447 +358%
TIM
3182
Total Investment Management
Arizona
$355K -$4.02K -7 -1%
TWM
3183
TCFG Wealth Management
California
$355K +$328K +571 New
PAM
3184
Palisade Asset Management
Minnesota
$354K +$44.8K +78 +16%
APW
3185
Aventura Private Wealth
Florida
$354K – – –
TCMP
3186
Thrive Capital Management (Pennsylvania)
Pennsylvania
$353K +$326K +568 New
BLC
3187
Brown, Lisle/Cummings
Rhode Island
$352K +$272K +473 +503%
CCA
3188
Checchi Capital Advisers
California
$351K – – –
HWA
3189
Hillcrest Wealth Advisors
New Jersey
$351K – – –
LI
3190
LRI Investments
Florida
$350K +$279K +486 +623%
CPA
3191
Cathy Pareto & Associates
Florida
$350K -$24.1K -42 -7%
AIA
3192
Allied Investment Advisors
Montana
$350K -$36.7K -64 -10%
TBT
3193
Texas Bank & Trust
Texas
$350K – – –
MWM
3194
Maltin Wealth Management
New Jersey
$349K -$4.59K -8 -1%
AC
3195
Attessa Capital
Arizona
$347K +$20.7K +36 +7%
JFL
3196
Jarislowsky, Fraser Ltd
Quebec, Canada
$346K – – –
POIA
3197
Pin Oak Investment Advisors
Texas
$346K -$130K -227 -27%
IA
3198
IMZ Advisory
Florida
$346K +$2.3K +4 +0.7%
NPFS
3199
Novak & Powell Financial Services
Florida
$346K +$574 +1 +0.2%
SC
3200
Summa Corp
Texas
$345K +$319K +555 New
126 127
128
129 130