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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SRPTWM
3501
Split Rock Private Trading & Wealth Management
Minnesota
$391K +$388K +571 New
DF
3502
Define Financial
California
$390K +$34.6K +51 +10%
RWM
3503
Reston Wealth Management
Virginia
$389K +$386K +568 New
BLC
3504
Brown, Lisle/Cummings
Rhode Island
$388K – – –
PEA
3505
Park Edge Advisors
Ohio
$388K -$6.11K -9 -2%
CCA
3506
Checchi Capital Advisers
California
$388K -$48.9K -72 -11%
HWA
3507
Hillcrest Wealth Advisors
New Jersey
$388K – – –
MBFW
3508
Morton Brown Family Wealth
Pennsylvania
$388K – – –
MVA
3509
Mount Vernon Associates
Maryland
$386K +$68.6K +101 +22%
APA
3510
Astoria Portfolio Advisors
New York
$385K -$107K -157 -22%
MIFH
3511
Migdal Insurance & Financial Holdings
Israel
$385K -$1.24M -1,824 -76%
KFS
3512
Kaizen Financial Strategies
California
$385K – – –
AC
3513
Attessa Capital
Arizona
$383K – – –
EAN
3514
Excelsior Advisor Network
Colorado
$383K +$380K +559 New
AGP
3515
Aspire Growth Partners
Florida
$382K +$1.36K +2 +0.4%
BFWM
3516
Bright Futures Wealth Management
New York
$382K +$29.2K +43 +8%
RA
3517
Rockingstone Advisors
Massachusetts
$382K +$378K +557 New
RB
3518
Richmond Brothers
Michigan
$381K – – –
SAM
3519
Seelaus Asset Management
New Jersey
$380K -$16.3K -24 -4%
MWM
3520
Maltin Wealth Management
New Jersey
$380K -$6.79K -10 -2%
LCM
3521
Leisure Capital Management
California
$379K -$10.9K -16 -3%
WIC
3522
Wilkins Investment Counsel
Massachusetts
$377K – – –
CNC
3523
Citizens & Northern Corp
Pennsylvania
$377K +$25.8K +38 +7%
HWMG
3524
Hurlow Wealth Management Group
Indiana
$377K +$134K +198 +56%
MCM
3525
Mill Capital Management
North Carolina
$377K +$204K +300 +120%
139 140
141
142 143