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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
1726
Redmond Asset Management
Virginia
$804K -$1.33K -3 -0.2%
NFC
1727
Northeast Financial Consultants
Connecticut
$804K +$33.2K +75 +4%
TWM
1728
Trinity Wealth Management
Pennsylvania
$801K +$63.8K +144 +8%
AA
1729
Addison Advisors
Vermont
$800K -$3.99K -9 -0.5%
CNFG
1730
Creegan & Nassoura Financial Group
New Hampshire
$797K – – –
TCCM
1731
Timber Creek Capital Management
Massachusetts
$793K – – –
FBT
1732
First Bank & Trust
South Dakota
$792K – – –
MAA
1733
Matrix Asset Advisors
New York
$792K +$55.8K +126 +7%
APP
1734
Avantax Planning Partners
Iowa
$791K +$20.8K +47 +3%
HWA
1735
HCR Wealth Advisors
California
$789K +$811K +1,831 New
BFWA
1736
Benchmark Financial Wealth Advisors
Florida
$787K -$220K -497 -21%
AIM
1737
Axiom Investment Management
New York
$786K -$410K -925 -34%
HR
1738
Hayden Royal
North Carolina
$781K -$87.7K -198 -10%
OSNBOA
1739
Old Second National Bank of Aurora
Illinois
$775K – – –
RCG
1740
Rock Creek Group
District of Columbia
$770K – – –
BC
1741
Burney Company
Virginia
$770K +$9.75K +22 +1%
NL
1742
Navalign LLC
California
$767K -$36.3K -82 -4%
GWM
1743
Greenwich Wealth Management
Connecticut
$765K +$117K +264 +17%
PCM
1744
Princeton Capital Management
New Jersey
$754K – – –
BP
1745
BCK Partners
New York
$751K -$41.7K -94 -5%
AMCA
1746
Arthur M. Cohen & Associates
Illinois
$749K +$2.66K +6 +0.3%
CWMU
1747
Caliber Wealth Management (Utah)
Utah
$744K -$144K -325 -16%
SVWAG
1748
Sound View Wealth Advisors Group
Georgia
$744K – – –
CRI
1749
Colonial River Investments
Virginia
$744K +$735K +1,658 New
CWA
1750
Clearview Wealth Advisors
Oregon
$743K +$1.33K +3 +0.2%
68 69
70
71 72