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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1551
Taylor Hoffman Wealth Management
Virginia
$95K – – –
RPG
1552
Risk Paradigm Group
Texas
$91.6K -$51.3K -189 -34%
CWA
1553
Clarus Wealth Advisors
Arizona
$91K -$299K -1,102 -75%
SFA
1554
Stewardship Financial Advisors
Georgia
$90K -$6.52K -24 -6%
FGC
1555
Financial Gravity Companies
Texas
$82K +$82.3K +303 New
WAS
1556
Winch Advisory Services
Wisconsin
$81K +$543 +2 +0.6%
YWP
1557
YorkBridge Wealth Partners
New York
$80K – – –
QFA
1558
Quattro Financial Advisors
Texas
$72.4K -$272 -1 -0.4%
LPC
1559
Loeb Partners Corp
New York
$72K +$77.1K +284 New
BWL
1560
Bogart Wealth LLC
Virginia
$69K +$75.5K +278 New
WAM
1561
Wakefield Asset Management
Colorado
$65K -$3.85M -14,159 -98%
VCM
1562
Versant Capital Management
Arizona
$60K -$255K -940 -80%
MCM
1563
Manchester Capital Management
Vermont
$58K – – –
SIAG
1564
Signet Investment Advisory Group
Rhode Island
$57K +$62.5K +230 New
AIM
1565
Anchor Investment Management
South Carolina
$56.6K – – –
BWM
1566
Baystate Wealth Management
Massachusetts
$56K -$168K -618 -75%
HH
1567
HWG Holdings
Texas
$53K -$6.47M -23,814 -99%
IAS
1568
INR Advisory Services
Pennsylvania
$53K +$57.3K +211 New
HPC
1569
HM Payson & Co
Maine
$50K -$208K -766 -79%
CG
1570
Cutler Group
California
$42K +$45.4K +167 New
GTAM
1571
Global Trust Asset Management
Florida
$41K +$27.2K +100 +159%
PCTC
1572
Perkins Coie Trust Company
Washington
$37K – – –
AIM
1573
Arcadia Investment Management
Michigan
$36K -$522K -1,922 -93%
CWM
1574
Catamount Wealth Management
Connecticut
$36K – – –
NA
1575
NewEdge Advisors
Louisiana
$35.6K +$244K +899 +0.6%
61 62
63
64 65