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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1651
TrinityPoint Wealth
Connecticut
$273K -$49.6K -162 -13%
BRC
1652
Bell Rock Capital
Delaware
$272K +$1.53K +5 +0.5%
JWCA
1653
J.W. Coons Advisors
Ohio
$271K +$320K +1,044 New
AIA
1654
Alera Investment Advisors
Illinois
$270K +$66.2K +216 +26%
UBG
1655
United Bank (Georgia)
Georgia
$268K +$23.3K +76 +8%
CGL
1656
Clarius Group LLC
Washington
$267K – – –
LWANC
1657
Laurel Wealth Advisors (North Carolina)
North Carolina
$266K +$11.6K +38 +4%
CC
1658
Callan Capital
California
$264K – – –
CFFP
1659
Center for Financial Planning
Michigan
$264K – – –
ACM
1660
Advisors Capital Management
New Jersey
$262K -$38.6K -126 -11%
NSAM
1661
North Star Asset Management
Wisconsin
$262K – – –
AHC
1662
Adell Harriman & Carpenter
Texas
$260K -$71.1K -232 -19%
GC
1663
Garde Capital
Washington
$259K -$39.5K -129 -11%
MLL
1664
Moody Lynn & Lieberson
Massachusetts
$258K -$237K -775 -44%
KFS
1665
Kurt F. Somerville
$258K – – –
RW
1666
RVW Wealth
California
$258K +$112K +365 +58%
JSA
1667
Jacobson & Schmitt Advisors
Wisconsin
$257K -$8.89K -29 -3%
CPA
1668
Clear Perspective Advisors
Illinois
$257K +$2.76K +9 +0.9%
JWBC
1669
J.W. Burns & Co
New York
$257K +$19.9K +65 +7%
W
1670
WealthOne
New York
$255K -$29.1K -95 -9%
MMPW
1671
Mitchell McLeod Pugh & Williams
Alabama
$255K +$8.58K +28 +3%
SWP
1672
Strategic Wealth Partners
Ohio
$251K – – –
TAM
1673
Tradition Asset Management
Virginia
$251K +$306 +1 +0.1%
HHAA
1674
Henry H. Armstrong Associates
Pennsylvania
$249K – – –
BMC
1675
Benin Management Corp
Connecticut
$247K -$29.7K -97 -9%
65 66
67
68 69