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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1476
Biltmore Family Office
North Carolina
$285K -$302K -1,042 -52%
CGL
1477
Clarius Group LLC
Washington
$285K – – –
CWM
1478
CCG Wealth Management
California
$285K +$17.7K +61 +7%
BBA
1479
Braun-Bostich & Associates
Pennsylvania
$284K -$238K -821 -46%
AP
1480
Atwood & Palmer
Missouri
$284K -$58K -200 -17%
MMPW
1481
Mitchell McLeod Pugh & Williams
Alabama
$283K – – –
GWA
1482
Guidant Wealth Advisors
Illinois
$281K -$495K -1,709 -64%
MFM
1483
Mirsky Financial Management
New York
$278K +$12.5K +43 +5%
IWS
1484
Insight Wealth Strategies
California
$277K +$272K +939 New
LSPW
1485
Lake Street Private Wealth
Illinois
$276K +$272K +938 New
CNC
1486
Citizens & Northern Corp
Pennsylvania
$274K -$7.25K -25 -3%
AWA
1487
ARS Wealth Advisors
Florida
$273K – – –
JWBC
1488
J.W. Burns & Co
New York
$273K +$290 +1 +0.1%
SFSG
1489
Stearns Financial Services Group
North Carolina
$271K +$580 +2 +0.2%
FFG
1490
Frisch Financial Group
New York
$269K -$820K -2,830 -76%
FBA
1491
Front Barnett Associates
Illinois
$268K +$20K +69 +8%
DAM
1492
Delta Asset Management
Tennessee
$265K – – –
QCM
1493
Quadrant Capital Management
New Jersey
$263K -$39.7K -137 -13%
WTFG
1494
Wells Trecaso Financial Group
Ohio
$263K – – –
FVWA
1495
Foster Victor Wealth Advisors
South Carolina
$261K -$580 -2 -0.2%
AHC
1496
Adell Harriman & Carpenter
Texas
$259K – – –
CG
1497
Corundum Group
Colorado
$258K – – –
NF
1498
Nikulski Financial
Iowa
$256K +$290 +1 +0.1%
APW
1499
Acima Private Wealth
Virginia
$254K – – –
RM
1500
Resource Management
Louisiana
$252K – – –
58 59
60
61 62