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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
3326
DiNuzzo Private Wealth
Pennsylvania
$558K -$8.01K -11 -1%
NAMP
3327
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$557K – – –
BSCCG
3328
Blue Sky Capital Consultants Group
California
$556K -$877K -1,205 -62%
EAM
3329
Everstar Asset Management
North Carolina
$556K -$70.6K -97 -12%
SFG
3330
Stonebridge Financial Group
California
$555K +$540K +742 New
VH
3331
Visionary Horizons
Tennessee
$553K +$5.1K +7 +1%
CIA
3332
CCM Investment Advisers
South Carolina
$553K -$98.3K -135 -15%
BIM
3333
Breakwater Investment Management
Washington
$552K +$210K +289 +64%
GCWM
3334
Guided Capital Wealth Management
Texas
$551K – – –
UA
3335
URS Advisory
Florida
$550K -$95.4K -131 -15%
PPW
3336
Presilium Private Wealth
Pennsylvania
$550K – – –
EFP
3337
Elser Financial Planning
Indiana
$549K +$32.8K +45 +7%
LWM
3338
Luminvest Wealth Management
Arizona
$548K +$728 +1 +0.1%
EWM
3339
Elevatus Welath Management
New York
$547K +$32K +44 +6%
BFA
3340
Buttonwood Financial Advisors
Maryland
$546K -$16.7K -23 -3%
CJ
3341
Caitlin John
Michigan
$545K +$4.37K +6 +0.8%
WWM
3342
Walser Wealth Management
Florida
$544K -$16.7K -23 -3%
FCM
3343
Fogel Capital Management
Florida
$543K +$5.83K +8 +1%
SAM
3344
Sawgrass Asset Management
Florida
$543K +$39.3K +54 +8%
HZ
3345
Hixon Zuercher
Ohio
$542K -$22.6K -31 -4%
SP
3346
Stablepoint Partners
Massachusetts
$542K – – –
CWD
3347
Clarity Wealth Development
Oregon
$540K -$13.8K -19 -3%
RTC
3348
Riverview Trust Company
Washington
$539K – – –
NMCM
3349
Nicholson Meyer Capital Management
Missouri
$539K +$229K +314 +77%
OHWP
3350
Oak Harbor Wealth Partners
North Carolina
$537K – – –
132 133
134
135 136