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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EG
3326
Ellerson Group
Maryland
$279K – – –
FBC
3327
Fairfield, Bush & Co
Connecticut
$279K -$24.7K -43 -9%
SJL
3328
Shayne & Jacobs LLC
Tennessee
$279K -$17.2K -30 -6%
DSAM
3329
Dock Street Asset Management
Florida
$279K – – –
AG
3330
Advocate Group
Minnesota
$279K +$20.1K +35 +8%
BIM
3331
Breakwater Investment Management
Washington
$279K – – –
FNBSF
3332
First National Bank Sioux Falls
South Dakota
$279K – – –
RSWA
3333
Robinson Smith Wealth Advisors
Maine
$278K -$53.4K -93 -17%
CWM
3334
Crowley Wealth Management
Delaware
$277K +$161K +280 +169%
VWM
3335
Vermillion Wealth Management
Minnesota
$276K +$1.72K +3 +0.7%
HIMC
3336
Heritage Investors Management Corp
Maryland
$276K -$62K -108 -20%
RRWA
3337
Rainey & Randall Wealth Advisors
Florida
$276K +$23.5K +41 +10%
SAM
3338
Synergy Asset Management
Washington
$275K +$3.44K +6 +1%
CC
3339
Citrine Capital
California
$274K -$15.5K -27 -6%
MHR
3340
Matthew Hamilton Rosenberg
$274K -$1.72K -3 -0.7%
DWA
3341
Delos Wealth Advisors
Texas
$274K +$8.61K +15 +4%
S
3342
Sunpointe
Missouri
$273K +$253K +440 New
CF
3343
Copperwynd Financial
Arizona
$272K -$57.4K -100 -19%
TWP
3344
Tower Wealth Partners
Pennsylvania
$272K – – –
HWMC
3345
Heritage Wealth Management (California)
California
$271K – – –
OCPWS
3346
One Charles Private Wealth Services
Massachusetts
$271K – – –
SA
3347
Sicart Associates
New York
$271K +$250K +436 New
BWM
3348
BNC Wealth Management
Oregon
$270K +$6.89K +12 +3%
BW
3349
BXM Wealth
Colorado
$270K +$23K +40 +10%
VH
3350
Visionary Horizons
Tennessee
$270K +$5.74K +10 +2%
132 133
134
135 136