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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1526
HHM Wealth Advisors
Tennessee
$554K +$36.7K +125 +8%
SBF
1527
Sara-Bay Financial
Florida
$553K +$521K +1,776 New
MFW
1528
Mosaic Family Wealth
Missouri
$551K -$321K -1,092 -38%
MWM
1529
McNaughton Wealth Management
California
$550K -$11.2K -38 -2%
VCM
1530
Violich Capital Management
California
$548K – – –
CBB
1531
Citizens Business Bank
California
$545K – – –
MIC
1532
Means Investment Company
Maine
$543K -$42.6K -145 -8%
PCM
1533
Princeton Capital Management
New Jersey
$542K – – –
PA
1534
Procyon Advisors
Connecticut
$540K -$46.1K -157 -8%
AMCA
1535
Arthur M. Cohen & Associates
Illinois
$538K +$2.06K +7 +0.4%
APW
1536
Aurora Private Wealth
New Jersey
$536K -$393K -1,338 -44%
SVWAG
1537
Sound View Wealth Advisors Group
Georgia
$534K +$587 +2 +0.1%
WLIM
1538
White Lighthouse Investment Management
Massachusetts
$533K +$139K +475 +38%
NFC
1539
Northeast Financial Consultants
Connecticut
$532K -$3.47M -11,825 -87%
FAAM
1540
First Ascent Asset Management
Colorado
$532K -$132K -451 -21%
WA
1541
Wambolt & Associates
Colorado
$525K -$2.94K -10 -0.6%
ME
1542
McIlrath & Eck
Washington
$524K +$1.47K +5 +0.3%
IPW
1543
Inlet Private Wealth
Florida
$523K – – –
NS
1544
NewDay Solutions
New Hampshire
$521K -$1.03M -3,502 -68%
OR
1545
Olympiad Research
Connecticut
$520K -$474K -1,614 -49%
FMI
1546
Fiduciary Management Inc
Wisconsin
$519K -$9.78M -33,292 -95%
FA
1547
Faithward Advisors
Pennsylvania
$519K – – –
DACG
1548
Donor Advised Charitable Giving
California
$516K -$78.4K -267 -14%
FSG
1549
Financial Strategies Group
Michigan
$516K +$489K +1,665 New
SQA
1550
Simon Quick Advisors
New Jersey
$515K -$526K -1,790 -52%
60 61
62
63 64