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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1301
Private Wealth Group
Florida
$887K -$278K -907 -21%
KOMWMG
1302
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$884K -$519K -1,694 -33%
SWP
1303
Summit Wealth Partners
Florida
$880K +$705K +2,300 +208%
MFG
1304
MidWestOne Financial Group
Iowa
$872K – – –
RWA
1305
Redhawk Wealth Advisors
Minnesota
$867K -$177K -579 -15%
RMDI
1306
R.M. Davis Inc
Maine
$860K +$258K +842 +34%
CT
1307
Cambridge Trust
Massachusetts
$852K -$368K -1,200 -27%
SCM
1308
SOL Capital Management
Maryland
$852K +$75.1K +245 +8%
WAOTB
1309
Wealth Advisors of Tampa Bay
Florida
$851K -$40.1K -131 -4%
OR
1310
Olympiad Research
Connecticut
$851K +$1.01M +3,294 New
SAM
1311
Strategy Asset Managers
California
$848K -$471K -1,537 -32%
LA
1312
LexAurum Advisors
Kansas
$841K +$231K +753 +30%
FBFS
1313
First Business Financial Services
Wisconsin
$840K -$24.5K -80 -2%
BW
1314
Bison Wealth
Georgia
$837K +$11K +36 +1%
OBGC
1315
O'Brien Greene & Co
Pennsylvania
$836K +$46.6K +152 +5%
JLBC
1316
J.L. Bainbridge & Co
Florida
$835K -$232K -757 -19%
SWA
1317
SFMG Wealth Advisors
Texas
$834K -$8.31M -27,110 -89%
GIA
1318
GHP Investment Advisors
Colorado
$833K +$2.76K +9 +0.3%
CIC
1319
Cutler Investment Counsel
Oregon
$832K -$133K -434 -12%
PA
1320
Parkside Advisors
California
$832K +$5.52K +18 +0.6%
IP
1321
Intellectus Partners
California
$830K – – –
BA
1322
Ballast Advisors
Minnesota
$827K +$10.1K +33 +1%
WT
1323
Washington Trust
Rhode Island
$820K +$973K +3,174 New
CAAS
1324
Capital Asset Advisory Services
Michigan
$819K -$704K -2,299 -44%
ACP
1325
Aviance Capital Partners
Florida
$818K – – –
51 52
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