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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
3251
Richmond Brothers
Michigan
$372K -$13.5K -21 -4%
CCM
3252
Cambridge Capital Management
Illinois
$369K +$7.08K +11 +2%
AHB
3253
Abner Herrman & Brock
New Jersey
$369K +$356K +552 New
WIC
3254
Wilkins Investment Counsel
Massachusetts
$368K – – –
AWP
3255
Abacus Wealth Partners
California
$365K – – –
TBT
3256
Texas Bank & Trust
Texas
$365K -$11.6K -18 -3%
SAI
3257
Systematic Alpha Investments
New Jersey
$364K – – –
GWM
3258
Grand Wealth Management
Michigan
$363K – – –
CJ
3259
Caitlin John
Michigan
$363K -$3.86K -6 -1%
PCA
3260
Purkiss Capital Advisors
Connecticut
$363K -$5.8K -9 -2%
CPA
3261
Capital Planning Advisors
California
$363K – – –
WTFG
3262
Wood Tarver Financial Group
Idaho
$362K +$34.8K +54 +11%
AAA
3263
AG Asset Advisory
California
$361K – – –
DWAM
3264
Duncan Williams Asset Management
Tennessee
$361K +$644 +1 +0.2%
RFWA
3265
RPg Family Wealth Advisory
Massachusetts
$360K +$346K +538 New
MC
3266
Matisse Capital
Oregon
$360K – – –
GWAM
3267
Guardian Wealth Advisors (Minnesota)
Minnesota
$358K – – –
MCP
3268
Mirador Capital Partners
California
$357K -$252K -391 -42%
NFW
3269
Noble Family Wealth
Florida
$357K – – –
SCM
3270
Soros Capital Management
New York
$356K – – –
MCM
3271
McDonough Capital Management
Florida
$355K – – –
SA
3272
Seneschal Advisors
Washington
$355K – – –
MI
3273
Motiv8 Investments
Florida
$354K -$3.86K -6 -1%
UFPG
3274
United Financial Planning Group
New York
$354K +$353K +548 New
OC
3275
Optima Capital
Oregon
$352K +$27.7K +43 +9%
129 130
131
132 133