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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSCA
3301
South Shore Capital Advisors
Massachusetts
$602K +$18.9K +26 +3%
AHIA
3302
Andrew Hill Investment Advisors
Florida
$602K -$2.19K -3 -0.4%
EA
3303
Ellsworth Advisors
Ohio
$602K +$70.6K +97 +14%
PCM
3304
Pointe Capital Management
Michigan
$601K – – –
IAG
3305
Ipsen Advisor Group
Arkansas
$600K +$2.19K +3 +0.4%
MCFP
3306
Mallini Complete Financial Planning
Florida
$599K – – –
SP
3307
Symmetry Partners
Connecticut
$596K +$580K +796 New
NA
3308
Nestegg Advisors
New York
$594K +$1.46K +2 +0.3%
FLFS
3309
Family Legacy Financial Solutions
North Carolina
$593K – – –
WCM
3310
Whitener Capital Management
North Carolina
$593K -$28.4K -39 -5%
SPWM
3311
Smith Partners Wealth Management
North Carolina
$592K – – –
LFA
3312
Longview Financial Advisors
Alabama
$591K -$8.74K -12 -1%
RAS
3313
RPS Advisory Solutions
Kentucky
$591K -$47.3K -65 -8%
TFG
3314
Taylor Financial Group
Virginia
$591K – – –
WIP
3315
WealthCare Investment Partners
Rhode Island
$589K +$2.19K +3 +0.4%
PWA
3316
Primoris Wealth Advisors
Florida
$589K +$36.4K +50 +7%
CP
3317
Castleview Partners
Texas
$587K -$15.3K -21 -3%
TWM
3318
Trevian Wealth Management
Massachusetts
$585K +$728 +1 +0.1%
PFA
3319
Petra Financial Advisors
Colorado
$583K +$215K +295 +61%
GCP
3320
Guardian Capital (Pennsylvania)
Pennsylvania
$583K +$148K +203 +35%
KFP
3321
Kroeger Financial Partners
California
$583K +$567K +778 New
OC
3322
Optima Capital
Oregon
$581K -$1.46K -2 -0.3%
HA
3323
Herold Advisors
New York
$581K -$10.9K -15 -2%
NFG
3324
Northbridge Financial Group
Florida
$580K -$7.28K -10 -1%
CWP
3325
Core Wealth Partners
California
$579K +$728 +1 +0.1%
131 132
133
134 135