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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
3251
Stillwater Private Wealth
Pennsylvania
$517K +$542K +793 New
WIP
3252
WealthCare Investment Partners
Rhode Island
$517K -$10.9K -16 -2%
NA
3253
Nestegg Advisors
New York
$516K +$2.05K +3 +0.4%
SPWM
3254
Smith Partners Wealth Management
North Carolina
$516K +$287K +420 +114%
TFG
3255
Taylor Financial Group
Virginia
$515K – – –
PWP
3256
Parkwoods Wealth Partners
New York
$514K -$79.2K -116 -13%
MLL
3257
Moody Lynn & Lieberson
Massachusetts
$511K +$19.1K +28 +4%
TWM
3258
Trevian Wealth Management
Massachusetts
$510K – – –
AHC
3259
Adell Harriman & Carpenter
Texas
$510K +$68.3K +100 +15%
ESBC
3260
E.S. Barr & Co
Kentucky
$508K – – –
FCFC
3261
First Citizens Financial Corp
Iowa
$508K +$240K +352 +83%
OC
3262
Optima Capital
Oregon
$508K +$683 +1 +0.1%
SSCA
3263
South Shore Capital Advisors
Massachusetts
$508K -$42.3K -62 -7%
RIM
3264
Ryan Investment Management
Colorado
$508K +$531K +777 New
BFA
3265
Brown Financial Advisors
Ohio
$506K +$294K +430 +125%
CWP
3266
Core Wealth Partners
California
$505K +$683 +1 +0.1%
SWM
3267
Sentinel Wealth Management
Virginia
$504K – – –
E
3268
Evansbrook
Illinois
$504K – – –
GC
3269
Grange Capital
Oregon
$504K +$19.8K +29 +4%
CPA
3270
Compass Planning Associates
Massachusetts
$503K +$1.37K +2 +0.3%
CWM
3271
Challenger Wealth Management
California
$503K +$1.37K +2 +0.3%
EAP
3272
Elevation Advisory Partners
Florida
$502K +$491K +719 New
CNTOF
3273
Canandaigua National Trust of Florida
New York
$502K -$10.2K -15 -2%
GG
3274
GenWealth Group
New Jersey
$501K -$25.2M -36,831 -98%
MIP
3275
Marietta Investment Partners
Wisconsin
$501K – – –
129 130
131
132 133