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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1801
Boston Trust Walden
Massachusetts
$1.19M – – –
EHC
1802
Everett Harris & Co
California
$1.19M +$447 +1 +0%
AC
1803
AWM Capital
Arizona
$1.19M – – –
FPWM
1804
FSB Premier Wealth Management
Iowa
$1.19M -$35.8K -80 -3%
FA
1805
Faithward Advisors
Pennsylvania
$1.19M – – –
CAMG
1806
CWA Asset Management Group
Florida
$1.19M +$41.6K +93 +4%
AP
1807
Arlington Partners
Alabama
$1.19M +$46.1K +103 +4%
BC
1808
Burleson & Co
California
$1.16M -$142K -318 -11%
BWA
1809
Blodgett Wealth Advisors
California
$1.16M +$31.8K +71 +3%
KWM
1810
Kaydan Wealth Management
Michigan
$1.15M -$13.7M -30,670 -92%
BCM
1811
BTR Capital Management
California
$1.15M – – –
SPWM
1812
Schrum Private Wealth Management
Florida
$1.15M +$2.24K +5 +0.2%
IWA
1813
Inspirion Wealth Advisors
Illinois
$1.15M +$12.5K +28 +1%
MA
1814
MJP Associates
Connecticut
$1.14M +$426K +952 +61%
EWM
1815
Executive Wealth Management
Michigan
$1.14M +$200K +448 +22%
WWMSC
1816
Wagner Wealth Management (South Carolina)
South Carolina
$1.14M +$579K +1,294 +107%
HPCM
1817
Hunter Perkins Capital Management
Illinois
$1.13M -$224K -500 -17%
JLBC
1818
J.L. Bainbridge & Co
Florida
$1.13M -$224K -500 -17%
FMI
1819
F/M Investments
District of Columbia
$1.13M -$10.7K -24 -1%
RP
1820
Reinhart Partners
Wisconsin
$1.13M – – –
TPA
1821
Trivium Point Advisory
Connecticut
$1.13M +$21.5K +48 +2%
NOI
1822
Newton One Investments
Delaware
$1.13M – – –
1SB
1823
1ST Source Bank
Indiana
$1.13M -$10.7K -24 -1%
1WA
1824
180 Wealth Advisors
Washington
$1.12M +$224K +501 +25%
SWM
1825
Sugarloaf Wealth Management
Georgia
$1.12M -$42.5K -95 -4%
71 72
73
74 75