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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
3626
BLVD Private Wealth
Kentucky
$299K -$683 -1 -0.2%
RRWA
3627
Rainey & Randall Wealth Advisors
Florida
$298K +$683 +1 +0.2%
MS
3628
Monetary Solutions
Ohio
$298K – – –
RWS
3629
Rochester Wealth Strategies
Michigan
$298K – – –
YWM
3630
Yardley Wealth Management
Pennsylvania
$297K – – –
WAS
3631
Westco Advisory Services
New York
$297K -$3.41K -5 -1%
AIM
3632
Avity Investment Management
Connecticut
$297K – – –
IWA
3633
Independent Wealth Advisors
North Carolina
$296K +$75.1K +110 +32%
CH
3634
Canton Hathaway
Rhode Island
$296K – – –
FWSM
3635
First Wilshire Securities Management
California
$295K – – –
LIP
3636
Lynch Investment Planning
Pennsylvania
$295K +$308K +451 New
EG
3637
Ellerson Group
Maryland
$294K – – –
FBC
3638
Fairfield, Bush & Co
Connecticut
$294K – – –
TFS
3639
Targeted Financial Services
Florida
$294K – – –
HBT
3640
Heartland Bank & Trust
Illinois
$294K +$307K +450 New
AWA
3641
A4 Wealth Advisors
North Carolina
$294K -$131K -192 -30%
SAFS
3642
S&A Financial Services
Kansas
$293K +$307K +449 New
EMAM
3643
Encompass More Asset Management
California
$293K -$4.26M -6,240 -93%
BIM
3644
Breakwater Investment Management
Washington
$293K – – –
ICM
3645
Intrepid Capital Management
Florida
$293K – – –
CMP
3646
Coston McIsaac & Partners
Maine
$293K -$132K -193 -30%
PL
3647
Protective Life
Alabama
$293K +$306K +448 New
CWM
3648
Cordatus Wealth Management
Pennsylvania
$292K – – –
MIM
3649
MTM Investment Management
South Carolina
$291K -$9.56K -14 -3%
SSA
3650
SSA Swiss Advisors
$291K – – –
144 145
146
147 148