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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
3326
Advocate Group
Minnesota
$279K +$20.1K +35 +8%
BIM
3327
Breakwater Investment Management
Washington
$279K – – –
FNBSF
3328
First National Bank Sioux Falls
South Dakota
$279K – – –
RSWA
3329
Robinson Smith Wealth Advisors
Maine
$278K -$53.4K -93 -17%
CWM
3330
Crowley Wealth Management
Delaware
$277K +$161K +280 +169%
VWM
3331
Vermillion Wealth Management
Minnesota
$276K +$1.72K +3 +0.7%
HIMC
3332
Heritage Investors Management Corp
Maryland
$276K -$62K -108 -20%
RRWA
3333
Rainey & Randall Wealth Advisors
Florida
$276K +$23.5K +41 +10%
SAM
3334
Synergy Asset Management
Washington
$275K +$3.44K +6 +1%
CC
3335
Citrine Capital
California
$274K -$15.5K -27 -6%
MHR
3336
Matthew Hamilton Rosenberg
$274K -$1.72K -3 -0.7%
DWA
3337
Delos Wealth Advisors
Texas
$274K +$8.61K +15 +4%
S
3338
Sunpointe
Missouri
$273K +$253K +440 New
CF
3339
Copperwynd Financial
Arizona
$272K -$57.4K -100 -19%
TWP
3340
Tower Wealth Partners
Pennsylvania
$272K – – –
HWMC
3341
Heritage Wealth Management (California)
California
$271K – – –
OCPWS
3342
One Charles Private Wealth Services
Massachusetts
$271K – – –
SA
3343
Sicart Associates
New York
$271K +$250K +436 New
BWM
3344
BNC Wealth Management
Oregon
$270K +$6.89K +12 +3%
BW
3345
BXM Wealth
Colorado
$270K +$23K +40 +10%
VH
3346
Visionary Horizons
Tennessee
$270K +$5.74K +10 +2%
PSP
3347
Pacific Sage Partners
Washington
$269K – – –
AC
3348
Addison Capital
Pennsylvania
$268K – – –
FCFC
3349
First Citizens Financial Corp
Iowa
$267K – – –
GCWM
3350
Graham Capital Wealth Management
District of Columbia
$266K -$133K -232 -35%
132 133
134
135 136