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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
3401
High Net Worth Advisory Group
Florida
$500K – – –
EBSAM
3402
Eubel Brady & Suttman Asset Management
Ohio
$499K – – –
AA
3403
Ascent Advisors
Minnesota
$499K +$26.2K +36 +6%
TIM
3404
Tevis Investment Management
Texas
$499K +$124K +170 +34%
GC
3405
Grange Capital
Oregon
$498K -$77.2K -106 -14%
EA
3406
Ergawealth Advisors
Illinois
$497K – – –
BF
3407
Brogan Financial
Tennessee
$497K +$37.9K +52 +9%
SOAG
3408
Silver Oak Advisory Group
Oregon
$496K -$67K -92 -12%
BWL
3409
Beacon Wealthcare LLC
North Carolina
$496K – – –
TDC
3410
Thompson Davis & Co
Virginia
$494K +$242K +332 +101%
WFA
3411
WJ Financial Advisors
Connecticut
$494K – – –
NG
3412
NWK Group
California
$492K -$1.46K -2 -0.3%
SF
3413
Strategent Financial
Virginia
$492K +$6.55K +9 +1%
SCM
3414
Soros Capital Management
New York
$491K – – –
BBES
3415
Buffalo Business & Estate Services
New York
$490K -$470K -645 Closed
KMC
3416
Kirr Marbach & Co
Indiana
$490K – – –
AW
3417
Alchemi Wealth
Connecticut
$490K – – –
AIM
3418
Avity Investment Management
Connecticut
$490K +$146K +200 +44%
WG
3419
Watchman Group
Texas
$489K – – –
WN
3420
Williams & Novak
California
$488K +$77.2K +106 +19%
MLL
3421
Moody Lynn & Lieberson
Massachusetts
$488K -$94.7K -130 -17%
OFP
3422
OLIO Financial Planning
Virginia
$487K – – –
FA
3423
Fagan Associates
New York
$486K -$7.28K -10 -2%
NC
3424
NewSquare Capital
Pennsylvania
$486K – – –
HWM
3425
Hassell Wealth Management
Louisiana
$486K -$2.19K -3 -0.5%
135 136
137
138 139