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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
701
GW Henssler & Associates
Georgia
$271K -$327K -1,546 -54%
BKBG
702
BHF Kleinwort Benson Group
Belgium
$269K -$6.09M -28,744 -96%
VWM
703
Vector Wealth Management
Minnesota
$265K +$212 +1 +0.1%
AWA
704
Arete Wealth Advisors
Illinois
$263K +$269K +1,270 New
WA
705
Waverly Advisors
Alabama
$262K +$138K +650 +105%
RCG
706
Ruggie Capital Group
Florida
$261K +$262K +1,239 New
SCM
707
Sterling Capital Management
North Carolina
$258K -$78.3K -370 -23%
MM
708
Main Management
California
$252K – – –
BFG
709
Beacon Financial Group
Texas
$251K -$2.46M -11,619 -81%
WIA
710
Westbourne Investment Advisors
Maryland
$251K +$256K +1,210 New
BCM
711
Birmingham Capital Management
Alabama
$249K – – –
BFA
712
Bragg Financial Advisors
North Carolina
$247K – – –
BFO
713
Boston Family Office
Massachusetts
$245K – – –
WA
714
Winfield Associates
Ohio
$236K +$7.41K +35 +3%
1SB
715
1ST Source Bank
Indiana
$235K – – –
BA
716
BKS Advisors
Michigan
$235K +$19.7K +93 +9%
SCM
717
Southport Capital Management
Tennessee
$234K +$239K +1,128 New
RWM
718
RKL Wealth Management
Pennsylvania
$230K -$331K -1,564 -58%
AWA
719
ARS Wealth Advisors
Florida
$230K – – –
FHC
720
First Heartland Consultants
Missouri
$229K -$126K -593 -35%
RFA
721
Reilly Financial Advisors
California
$229K +$212 +1 +0.1%
BPB
722
Badgley, Phelps & Bell
Washington
$227K -$40.2K -190 -15%
BC
723
Barnett & Company
Tennessee
$224K -$31.8K -150 -12%
LIC
724
Lodestar Investment Counsel
Illinois
$213K -$42.3K -200 -16%
ERIM
725
Eagle Ridge Investment Management
Connecticut
$213K -$11.6K -55 -5%
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