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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
1451
Brady Family Wealth
Missouri
$5.42M +$129K +232 +3%
CWM
1452
Chesapeake Wealth Management
Virginia
$5.41M +$1.92M +3,450 +58%
SC
1453
Steph & Co
Wisconsin
$5.41M – – –
BB
1454
Berkshire Bank
Massachusetts
$5.38M -$96.2K -173 -2%
SP
1455
Successful Portfolios
Florida
$5.37M +$126K +226 +2%
PB
1456
Pinnacle Bancorp
Nebraska
$5.37M +$703K +1,265 +16%
WCWM
1457
Wooster Corthell Wealth Management
Connecticut
$5.34M -$286K -515 -5%
WFS
1458
WealthGarden F.S.
California
$5.34M -$615K -1,106 -11%
VT
1459
Vise Technologies
New York
$5.32M -$344K -619 -6%
SWP
1460
Semus Wealth Partners
Florida
$5.32M +$348K +625 +7%
FA
1461
FDx Advisors
Illinois
$5.31M -$171K -308 -3%
LIA
1462
Luken Investment Analytics
Tennessee
$5.29M +$1.11M +1,996 +28%
VF
1463
Vawter Financial
Ohio
$5.26M +$105K +189 +2%
AFS
1464
Annapolis Financial Services
Maryland
$5.25M -$292K -525 -5%
SPW
1465
Sonoma Private Wealth
California
$5.25M -$12.2K -22 -0.2%
MWP
1466
Meridian Wealth Partners
Pennsylvania
$5.23M -$231K -415 -4%
DWM
1467
Defined Wealth Management
Oregon
$5.21M – – –
NFSG
1468
Newbridge Financial Services Group
Florida
$5.2M +$1.31M +2,352 +35%
TH
1469
TCTC Holdings
Texas
$5.17M -$27.8K -50 -0.6%
BMWM
1470
Brown Miller Wealth Management
Virginia
$5.17M +$826K +1,486 +20%
PWP
1471
Private Wealth Partners
California
$5.17M -$47.3K -85 -0.9%
NHC
1472
Nicholas Hoffman & Company
Georgia
$5.16M +$287K +517 +6%
EAMA
1473
EFG Asset Management (Americas)
Florida
$5.15M -$284K -510 -5%
AIC
1474
Ayalon Insurance Company
Israel
$5.13M +$852K +1,532 +21%
SL
1475
SFM LLC
New Hampshire
$5.1M -$76.7K -138 -2%
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