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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1651
Cardan Capital Partners
Colorado
$363K -$31.3K -101 -8%
AWM
1652
Affinity Wealth Management
Delaware
$363K +$11.5K +37 +3%
HWA
1653
HHM Wealth Advisors
Tennessee
$363K +$126K +406 +60%
MG
1654
MilWealth Group
Wisconsin
$360K – – –
SSWM
1655
Smith Salley Wealth Management
North Carolina
$359K -$518K -1,673 -60%
SC
1656
Searle & Co
Connecticut
$358K – – –
SWP
1657
Summit Wealth Partners
Florida
$357K +$342K +1,105 New
SAM
1658
Seelaus Asset Management
New Jersey
$356K – – –
PA
1659
Procyon Advisors
Connecticut
$354K +$339K +1,095 New
HCM
1660
HMS Capital Management
Tennessee
$352K – – –
BWFA
1661
Baltimore-Washington Financial Advisors
Maryland
$352K +$19.8K +64 +6%
UAS
1662
United Asset Strategies
New York
$352K +$337K +1,088 New
W
1663
WealthOne
New York
$349K +$1.55K +5 +0.5%
CG
1664
Cutler Group
California
$349K +$335K +1,081 New
TTWM
1665
TCV Trust & Wealth Management
Virginia
$347K – – –
DP
1666
Dearborn Partners
Illinois
$344K +$330K +1,065 New
CGL
1667
Clarius Group LLC
Washington
$341K – – –
BMC
1668
Benin Management Corp
Connecticut
$340K -$1.55K -5 -0.5%
KTC
1669
Kistler-Tiffany Companies
Pennsylvania
$338K +$619 +2 +0.2%
BRC
1670
Bell Rock Capital
Delaware
$337K -$32.8K -106 -9%
AP
1671
Advisor Partners
California
$337K -$14.5K -47 -4%
AP
1672
Adero Partners
California
$336K +$321K +1,038 New
JSA
1673
Jacobson & Schmitt Advisors
Wisconsin
$331K -$208K -671 -40%
JCM
1674
Jacobi Capital Management
Pennsylvania
$331K +$1.55K +5 +0.5%
CFFP
1675
Center for Financial Planning
Michigan
$331K +$317K +1,023 New
65 66
67
68 69