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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1701
Mitchell McLeod Pugh & Williams
Alabama
$332K – – –
WIC
1702
Woodmont Investment Counsel
Tennessee
$332K – – –
LWS
1703
Lucia Wealth Services
California
$331K -$83.5K -251 -20%
AIM
1704
AMI Investment Management
Indiana
$331K – – –
WAS
1705
Wealth Advisory Solutions
Indiana
$331K +$34.3K +103 +12%
MWM
1706
Minot Wealth Management
Massachusetts
$329K – – –
TW
1707
TrinityPoint Wealth
Connecticut
$327K – – –
BMC
1708
Benin Management Corp
Connecticut
$321K – – –
WCFA
1709
Walkner Condon Financial Advisors
Wisconsin
$321K +$65.6K +197 +26%
SAM
1710
Seelaus Asset Management
New Jersey
$319K – – –
FM
1711
Foster & Motley
Ohio
$318K -$12K -36 -4%
FA
1712
FMA Advisory
Pennsylvania
$313K -$3.33K -10 -1%
FVWA
1713
Foster Victor Wealth Advisors
South Carolina
$313K +$92.8K +279 +43%
MCP
1714
Mirador Capital Partners
California
$311K +$308K +926 New
TAM
1715
Townsend Asset Management
North Carolina
$309K +$333 +1 +0.1%
HTHT
1716
Hemenway Trust Hemenway Trust
New Hampshire
$307K -$81.5K -245 -21%
BFA
1717
Bragg Financial Advisors
North Carolina
$307K -$41.6K -125 -12%
SFSG
1718
Stearns Financial Services Group
North Carolina
$307K -$3.99K -12 -1%
PD
1719
Planning Directions
Pennsylvania
$306K +$666 +2 +0.2%
TP
1720
Truvvo Partners
New York
$305K +$21K +63 +7%
RM
1721
Resource Management
Louisiana
$305K +$67.2K +202 +29%
HCM
1722
Howland Capital Management
Massachusetts
$304K -$1.66K -5 -0.5%
AWA
1723
ARS Wealth Advisors
Florida
$304K – – –
VF
1724
Virtu Financial
New York
$303K +$301K +903 New
AWA
1725
Acorn Wealth Advisors
Michigan
$302K -$3K -9 -1%
67 68
69
70 71