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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3226
Schiavi & Co
Delaware
$332K – – –
FVWA
3227
Foster Victor Wealth Advisors
South Carolina
$332K -$52.1K -88 -14%
TBT
3228
Texas Bank & Trust
Texas
$331K +$333K +563 New
CRI
3229
Colonial River Investments
Virginia
$330K -$4.29M -7,240 -93%
AFA
3230
Alpha Financial Advisors
North Carolina
$330K – – –
JFL
3231
Jarislowsky, Fraser Ltd
Quebec, Canada
$328K – – –
NWM
3232
Nova Wealth Management
Florida
$328K +$330K +557 New
I
3233
IMPACTfolio
Colorado
$325K – – –
ALC
3234
Alexander Labrunerie & Co
Missouri
$324K +$40.8K +69 +14%
CPA
3235
Capital Planning Advisors
California
$323K – – –
DBIA
3236
Dumont & Blake Investment Advisors
New Jersey
$322K -$5.92K -10 -2%
MI
3237
Motiv8 Investments
Florida
$320K -$376K -636 -54%
SAI
3238
Systematic Alpha Investments
New Jersey
$320K – – –
BAM
3239
Byrne Asset Management
New Jersey
$320K -$330K -557 Closed
GWM
3240
Grand Wealth Management
Michigan
$320K – – –
BZWA
3241
Blue Zone Wealth Advisors
California
$318K -$8.88K -15 -3%
AAA
3242
AG Asset Advisory
California
$318K +$320K +540 New
LWM
3243
Level Wealth Management
North Carolina
$317K +$319K +539 New
IA
3244
IMZ Advisory
Florida
$317K +$1.18K +2 +0.4%
CBA
3245
Coastal Bridge Advisors
Connecticut
$316K -$17.2K -29 -5%
CCB
3246
Cutter & Co Brokerage
Missouri
$316K -$6.51K -11 -2%
BCMO
3247
Buckingham Capital Management (Ohio)
Ohio
$316K -$8.29K -14 -3%
NFW
3248
Noble Family Wealth
Florida
$315K +$315K +533 New
HTIM
3249
Harbour Trust & Investment Management
Indiana
$315K – – –
SWP
3250
ShoreHaven Wealth Partners
New Jersey
$315K -$2.96K -5 -0.9%
128 129
130
131 132