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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3226
Briggs Wealth Management
Connecticut
$587K +$582K +857 New
HCMG
3227
Howard Capital Management Group
California
$586K +$17.7K +26 +3%
SHWM
3228
Smith & Howard Wealth Management
Georgia
$586K -$50.3K -74 -8%
JAA
3229
Joel Adams & Associates
North Carolina
$585K -$34.6K -51 -6%
HIC
3230
Holderness Investments Company
North Carolina
$585K – – –
LCM
3231
LVM Capital Management
Michigan
$584K -$42.8K -63 -7%
WWA
3232
Wealth Watch Advisors
Colorado
$584K -$21.1K -31 -4%
GSB
3233
Greenfield Savings Bank
Massachusetts
$584K – – –
CF
3234
Collier Financial
Colorado
$582K -$4.07K -6 -0.7%
HF
3235
Holcombe Financial
Georgia
$582K +$61.1K +90 +12%
HFA
3236
Hershey Financial Advisers
Pennsylvania
$582K +$577K +850 New
NPFS
3237
Novak & Powell Financial Services
Florida
$582K -$23.8K -35 -4%
MP
3238
McDonald Partners
Ohio
$582K – – –
AIS
3239
AM Investment Strategies
Tennessee
$581K +$5.18M +7,631 +901%
NFG
3240
Northbridge Financial Group
Florida
$578K +$573K +844 New
TIM
3241
Total Investment Management
Arizona
$577K +$65.9K +97 +13%
GFWA
3242
Grey Fox Wealth Advisors
Delaware
$576K -$57.7K -85 -9%
GWSA
3243
Global Wealth Strategies & Associates
Colorado
$576K -$25.8K -38 -4%
SSCA
3244
South Shore Capital Advisors
Massachusetts
$575K +$570K +840 New
TFP
3245
Traction Financial Partners
Wyoming
$575K – – –
SWM
3246
Sendero Wealth Management
Texas
$574K +$108K +159 +23%
TAM
3247
Tocqueville Asset Management
New York
$573K -$10.2K -15 -2%
QIM
3248
Quest Investment Management
Oregon
$573K – – –
HBW
3249
Hazlett, Burt & Watson
West Virginia
$572K -$38K -56 -6%
FCCM
3250
First City Capital Management
Georgia
$572K – – –
128 129
130
131 132