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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1351
Gitterman Wealth Management
New Jersey
$3.58M -$392K -931 -10%
FCB
1352
First County Bank
Connecticut
$3.58M -$421K -1,000 -11%
CLOS
1353
Compagnie Lombard Odier SCmA
Switzerland
$3.53M -$129K -306 -4%
QPWM
1354
Quadrant Private Wealth Management
Pennsylvania
$3.52M -$191K -453 -5%
PJSIMP
1355
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.52M -$464K -1,101 -13%
BAM
1356
BOS Asset Management
Illinois
$3.51M -$38.8K -92 -1%
WWM
1357
WJ Wealth Management
Arizona
$3.49M +$1.66M +3,938 +101%
VAM
1358
Verity Asset Management
North Carolina
$3.47M -$2.93M -6,942 -47%
MWM
1359
Madison Wealth Management
Ohio
$3.47M +$4.64K +11 +0.1%
NB
1360
Nicolet Bankshares
Wisconsin
$3.47M -$14.8K -35 -0.4%
WWP
1361
WR Wealth Planners
Missouri
$3.46M +$59.4K +141 +2%
NIM
1362
Northeast Investment Management
Massachusetts
$3.46M -$55.6K -132 -2%
FIM
1363
Freedom Investment Management
Connecticut
$3.45M +$1.98M +4,710 +155%
HBWM
1364
Hollow Brook Wealth Management
New York
$3.43M +$1.26K +3 +0%
IAA
1365
Independent Advisor Alliance
North Carolina
$3.41M -$45.9K -109 -1%
FWI
1366
Facet Wealth Inc
Maryland
$3.4M +$1.05M +2,501 +50%
BCM
1367
Birmingham Capital Management
Alabama
$3.37M -$21.1K -50 -0.7%
KFS
1368
Kurt F. Somerville
$3.37M – – –
FHA
1369
Flagship Harbor Advisors
Massachusetts
$3.36M -$155K -368 -5%
BHIC
1370
Bassett Hargrove Investment Counsel
Delaware
$3.35M – – –
EFG
1371
Ethos Financial Group
Pennsylvania
$3.34M – – –
JGIA
1372
Jackson Grant Investment Advisers
Connecticut
$3.32M +$3.79K +9 +0.1%
FWTB
1373
First Western Trust Bank
Colorado
$3.31M -$50.6K -120 -2%
GA
1374
GFS Advisors
Texas
$3.3M – – –
WAG
1375
Wallace Advisory Group
California
$3.3M – – –
53 54
55
56 57