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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1401
Bragg Financial Advisors
North Carolina
$332K +$20.4K +75 +6%
FVWA
1402
Foster Victor Wealth Advisors
South Carolina
$331K +$357K +1,316 New
OCM
1403
Oakwood Capital Management
California
$328K -$13.3K -49 -4%
IWS
1404
Insight Wealth Strategies
California
$328K +$354K +1,303 New
MBT
1405
Monroe Bank & Trust
Michigan
$324K – – –
CANC
1406
Culbertson A N & Co
Virginia
$323K -$109K -401 -24%
ACM
1407
Alpha Capital Management
Texas
$323K +$5.43K +20 +2%
GC
1408
Gibson Capital
Pennsylvania
$322K – – –
AWM
1409
Affinity Wealth Management
Delaware
$322K +$348K +1,280 New
PA
1410
Prism Advisors
California
$319K – – –
CW
1411
CreativeOne Wealth
Kansas
$318K +$152K +560 +80%
9WM
1412
9258 Wealth Management
Ohio
$317K +$342K +1,260 New
SWA
1413
Sutton Wealth Advisors
Florida
$314K – – –
ISL
1414
Ingalls & Snyder LLC
New York
$314K – – –
VWM
1415
Valley Wealth Managers
New Jersey
$314K +$339K +1,247 New
AHC
1416
Adell Harriman & Carpenter
Texas
$314K +$13.8K +51 +4%
HFA
1417
Huber Financial Advisors
Illinois
$313K +$1.09K +4 +0.3%
GF
1418
Goodman Financial
Texas
$312K – – –
P
1419
&Partners
Tennessee
$311K +$336K +1,236 New
LG
1420
Leuthold Group
Minnesota
$310K – – –
SIA
1421
Strategic Investment Advisors
Michigan
$308K +$332K +1,223 New
DWM
1422
Darwin Wealth Management
Florida
$306K -$99.7K -367 -23%
MM
1423
Main Management
California
$306K – – –
MWM
1424
Meridian Wealth Management
Kentucky
$305K -$65.4K -241 -17%
CA
1425
Cambridge Advisors
Nebraska
$305K +$5.16K +19 +2%
55 56
57
58 59