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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
3626
Yardley Wealth Management
Pennsylvania
$312K -$2.04K -3 -0.7%
AIM
3627
Avity Investment Management
Connecticut
$311K -$302K -445 -49%
CH
3628
Canton Hathaway
Rhode Island
$310K – – –
TNAM
3629
Terra Nova Asset Management
New York
$310K +$1.36K +2 +0.4%
LWM
3630
Level Wealth Management
North Carolina
$310K – – –
FWSM
3631
First Wilshire Securities Management
California
$310K – – –
TWP
3632
Tower Wealth Partners
Pennsylvania
$310K – – –
AG
3633
Advocate Group
Minnesota
$308K – – –
EG
3634
Ellerson Group
Maryland
$308K – – –
FBC
3635
Fairfield, Bush & Co
Connecticut
$308K – – –
TFS
3636
Targeted Financial Services
Florida
$308K +$306K +450 New
BIM
3637
Breakwater Investment Management
Washington
$308K – – –
ICM
3638
Intrepid Capital Management
Florida
$308K -$20.4K -30 -6%
CWM
3639
Cordatus Wealth Management
Pennsylvania
$306K -$679K -1,000 -69%
AWMNH
3640
Arcadia Wealth Management (New Hampshire)
New Hampshire
$306K +$304K +447 New
SJL
3641
Shayne & Jacobs LLC
Tennessee
$305K -$2.72K -4 -0.9%
CWA
3642
CJM Wealth Advisers
Virginia
$305K +$2.04K +3 +0.7%
BWM
3643
Bernard Wealth Management
Michigan
$305K – – –
SSA
3644
SSA Swiss Advisors
$305K – – –
EWA
3645
Eagle Wealth Advisors
Connecticut
$304K +$302K +444 New
CC
3646
Citrine Capital
California
$303K – – –
MHR
3647
Matthew Hamilton Rosenberg
$303K – – –
CLA
3648
Carnegie Lake Advisors
New Jersey
$303K – – –
SFG
3649
SevenBridge Financial Group
Pennsylvania
$301K -$6.11K -9 -2%
TCTWM
3650
Three Cord True Wealth Management
Pennsylvania
$301K +$9.51K +14 +3%
144 145
146
147 148