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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1251
Valley Wealth Managers
New Jersey
$232K -$179K -650 -43%
NP
1252
NorthRock Partners
Minnesota
$232K -$101K -369 -30%
CG
1253
Corundum Group
Colorado
$232K – – –
SHA
1254
Seneca House Advisors
Virginia
$232K +$275 +1 +0.1%
PS
1255
Portfolio Solutions
Michigan
$231K – – –
CWM
1256
Circle Wealth Management
New Jersey
$231K +$1.1K +4 +0.5%
FANJ
1257
Financial Architects (New Jersey)
New Jersey
$230K -$12.4K -45 -5%
CCMD
1258
Cypress Capital Management (Delaware)
Delaware
$226K -$22.3K -81 -9%
RCA
1259
Rowland Carmichael Advisors
Arizona
$225K -$33K -120 -12%
RCG
1260
Ruggie Capital Group
Florida
$224K -$3.85K -14 -2%
FBA
1261
Front Barnett Associates
Illinois
$223K +$3.3K +12 +1%
WA
1262
Wealthstar Advisors
Texas
$223K +$232K +842 New
GG
1263
Greenwood Gearhart
Arkansas
$219K – – –
BPM
1264
Bowling Portfolio Management
Ohio
$218K – – –
BFS
1265
Bradley Foster & Sargent
Connecticut
$217K -$5.5K -20 -2%
CAW
1266
Cornerstone Advisors (Washington)
Washington
$217K – – –
AP
1267
Advisor Partners
California
$216K +$224K +813 New
BFO
1268
Biltmore Family Office
North Carolina
$215K – – –
MIM
1269
Marco Investment Management
Georgia
$214K – – –
CRB
1270
Chad R. Baker
$212K – – –
NCM
1271
Neumann Capital Management
California
$212K – – –
TP
1272
Truvvo Partners
New York
$211K +$217K +790 New
FC
1273
Ferris Capital
Massachusetts
$210K – – –
HCM
1274
HMS Capital Management
Tennessee
$210K +$217K +790 New
FCIM
1275
Fairview Capital Investment Management
California
$209K – – –
49 50
51
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