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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
1501
Laurie J. Hall Trustee
$603K +$118K +381 +26%
QCIG
1502
Quad-Cities Investment Group
Iowa
$601K +$44.6K +144 +8%
DWM
1503
Darwin Wealth Management
Florida
$600K +$92.2K +298 +19%
VWM
1504
Valley Wealth Managers
New Jersey
$599K +$18.3K +59 +3%
PWP
1505
Principle Wealth Partners
Connecticut
$595K +$8.97K +29 +2%
CW
1506
CreativeOne Wealth
Kansas
$593K +$228K +738 +67%
AWMS
1507
Advocacy Wealth Management Services
Georgia
$590K +$206K +664 +57%
IIA
1508
IPG Investment Advisors
California
$588K +$54.8K +177 +11%
MWM
1509
McNaughton Wealth Management
California
$586K +$561K +1,814 New
PCM
1510
Princeton Capital Management
New Jersey
$584K – – –
MBTD
1511
Mechanics Bank - Trust Department
California
$583K – – –
FVCM
1512
F&V Capital Management
Florida
$582K -$15.5K -50 -3%
OSNBOA
1513
Old Second National Bank of Aurora
Illinois
$582K – – –
LWM
1514
Lenox Wealth Management
Ohio
$578K -$1.55K -5 -0.3%
PWM
1515
PBMares Wealth Management
Virginia
$577K +$552K +1,784 New
EWM
1516
Executive Wealth Management
Michigan
$576K -$396K -1,279 -42%
MLL
1517
Moody Lynn & Lieberson
Massachusetts
$574K – – –
LFA
1518
Lighthouse Financial Advisors
Maryland
$574K +$550K +1,778 New
GM
1519
GeoWealth Management
Illinois
$572K -$1.41M -4,544 -72%
TFA
1520
Teamwork Financial Advisors
Texas
$572K +$548K +1,771 New
WA
1521
Wambolt & Associates
Colorado
$571K +$2.48K +8 +0.5%
AIS
1522
American Investment Services
Massachusetts
$568K -$43.3K -140 -7%
SHWM
1523
Smith & Howard Wealth Management
Georgia
$561K +$193K +622 +56%
BHTS
1524
Bar Harbor Trust Services
Maine
$558K +$241K +780 +82%
SVWAG
1525
Sound View Wealth Advisors Group
Georgia
$557K -$59.7K -193 -10%
59 60
61
62 63