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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3226
Bernicke Wealth Management
Wisconsin
$593K +$588K +866 New
WWM
3227
Walser Wealth Management
Florida
$592K +$587K +865 New
DCM
3228
Davis Capital Management
Florida
$591K -$2.72K -4 -0.5%
KV
3229
Kickstand Ventures
New York
$591K -$10.9K -16 -2%
WAM
3230
WealthTrust Asset Management
Florida
$589K +$1.36K +2 +0.2%
FIM
3231
Freedom Investment Management
Connecticut
$587K -$266K -392 -31%
BWM
3232
Briggs Wealth Management
Connecticut
$587K +$582K +857 New
HCMG
3233
Howard Capital Management Group
California
$586K +$17.7K +26 +3%
SHWM
3234
Smith & Howard Wealth Management
Georgia
$586K -$50.3K -74 -8%
JAA
3235
Joel Adams & Associates
North Carolina
$585K -$34.6K -51 -6%
HIC
3236
Holderness Investments Company
North Carolina
$585K – – –
LCM
3237
LVM Capital Management
Michigan
$584K -$42.8K -63 -7%
WWA
3238
Wealth Watch Advisors
Colorado
$584K -$21.1K -31 -4%
GSB
3239
Greenfield Savings Bank
Massachusetts
$584K – – –
CF
3240
Collier Financial
Colorado
$582K -$4.07K -6 -0.7%
HF
3241
Holcombe Financial
Georgia
$582K +$61.1K +90 +12%
HFA
3242
Hershey Financial Advisers
Pennsylvania
$582K +$577K +850 New
NPFS
3243
Novak & Powell Financial Services
Florida
$582K -$23.8K -35 -4%
MP
3244
McDonald Partners
Ohio
$582K – – –
AIS
3245
AM Investment Strategies
Tennessee
$581K +$5.18M +7,631 +901%
NFG
3246
Northbridge Financial Group
Florida
$578K +$573K +844 New
TIM
3247
Total Investment Management
Arizona
$577K +$65.9K +97 +13%
GFWA
3248
Grey Fox Wealth Advisors
Delaware
$576K -$57.7K -85 -9%
GWSA
3249
Global Wealth Strategies & Associates
Colorado
$576K -$25.8K -38 -4%
SSCA
3250
South Shore Capital Advisors
Massachusetts
$575K +$570K +840 New
128 129
130
131 132