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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
3351
Lewis Asset Management
California
$494K – – –
RTC
3352
Riverview Trust Company
Washington
$493K -$30.6K -45 -6%
SLT
3353
St Louis Trust
Missouri
$493K – – –
WSA
3354
Wealth Science Advisors
Georgia
$492K +$488K +718 New
OHWP
3355
Oak Harbor Wealth Partners
North Carolina
$491K – – –
FCM
3356
Fogel Capital Management
Florida
$491K +$8.15K +12 +2%
SGWM
3357
Sterling Group Wealth Management
California
$490K +$6.79K +10 +1%
CTC
3358
Cetera Trust Company
Minnesota
$490K +$343K +505 +240%
SWM
3359
SFG Wealth Management
Maryland
$489K +$81.5K +120 +20%
OBGC
3360
O'Brien Greene & Co
Pennsylvania
$488K – – –
AGM
3361
Alpine Global Management
New York
$486K +$482K +710 New
CC
3362
Commons Capital
Massachusetts
$485K -$571K -841 -54%
ACM
3363
Andina Capital Management
Utah
$485K +$481K +708 New
SF
3364
Strategent Financial
Virginia
$484K – – –
VCM
3365
Vines Capital Management
Louisiana
$484K +$479K +706 New
BWS
3366
BFI Wealth Solutions
Texas
$483K +$479K +705 New
TFS
3367
truNorth Financial Services
Pennsylvania
$482K +$477K +703 New
BFC
3368
Blue Fin Capital
Rhode Island
$480K – – –
EB
3369
Emprise Bank
Kansas
$479K – – –
PLFS
3370
Provident Living Financial Services
Utah
$479K +$475K +699 New
CGH
3371
Crossmark Global Holdings
Texas
$477K -$176K -259 -27%
LEFP
3372
Leading Edge Financial Planning
Tennessee
$476K +$57K +84 +14%
IWP
3373
Insight Wealth Partners
Texas
$475K – – –
FWM
3374
Finer Wealth Management
Massachusetts
$475K – – –
FF
3375
Farrell Financial
New York
$474K +$2.04K +3 +0.4%
133 134
135
136 137