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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
3351
Sterling Group Wealth Management
California
$490K +$6.79K +10 +1%
CTC
3352
Cetera Trust Company
Minnesota
$490K +$343K +505 +240%
SWM
3353
SFG Wealth Management
Maryland
$489K +$81.5K +120 +20%
OBGC
3354
O'Brien Greene & Co
Pennsylvania
$488K – – –
AGM
3355
Alpine Global Management
New York
$486K +$482K +710 New
CC
3356
Commons Capital
Massachusetts
$485K -$571K -841 -54%
ACM
3357
Andina Capital Management
Utah
$485K +$481K +708 New
SF
3358
Strategent Financial
Virginia
$484K – – –
VCM
3359
Vines Capital Management
Louisiana
$484K +$479K +706 New
BWS
3360
BFI Wealth Solutions
Texas
$483K +$479K +705 New
TFS
3361
truNorth Financial Services
Pennsylvania
$482K +$477K +703 New
BFC
3362
Blue Fin Capital
Rhode Island
$480K – – –
EB
3363
Emprise Bank
Kansas
$479K – – –
PLFS
3364
Provident Living Financial Services
Utah
$479K +$475K +699 New
CGH
3365
Crossmark Global Holdings
Texas
$477K -$176K -259 -27%
LEFP
3366
Leading Edge Financial Planning
Tennessee
$476K +$57K +84 +14%
IWP
3367
Insight Wealth Partners
Texas
$475K – – –
FWM
3368
Finer Wealth Management
Massachusetts
$475K – – –
FF
3369
Farrell Financial
New York
$474K +$2.04K +3 +0.4%
CSA
3370
Cornerstone Select Advisors
Missouri
$473K – – –
PAM
3371
Palisade Asset Management
Minnesota
$472K +$23.8K +35 +5%
FSG
3372
Financial Strategies Group
Michigan
$471K – – –
EFP
3373
Elser Financial Planning
Indiana
$471K – – –
AFP
3374
ATLas Financial Planning
Georgia
$471K +$467K +687 New
BBES
3375
Buffalo Business & Estate Services
New York
$470K +$467K +687 New
133 134
135
136 137