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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1851
Principle Wealth Partners
Connecticut
$411K +$70.5K +198 +22%
NFG
1852
Northeast Financial Group
Pennsylvania
$410K +$388K +1,091 New
HCM
1853
HMS Capital Management
Tennessee
$409K – – –
SHA
1854
Seneca House Advisors
Virginia
$407K -$28.8K -81 -7%
FFG
1855
Fullen Financial Group
Ohio
$406K +$712 +2 +0.2%
WAS
1856
Wealth Advisory Solutions
Indiana
$400K +$28.1K +79 +8%
BC
1857
Burney Company
Virginia
$398K -$304K -854 -45%
FAN
1858
Financial Advisors Network
California
$398K -$24.9K -70 -6%
SBF
1859
Sara-Bay Financial
Florida
$398K +$6.05K +17 +2%
TPW
1860
TL Private Wealth
Texas
$394K -$19.2K -54 -5%
MWM
1861
Minot Wealth Management
Massachusetts
$389K +$19.6K +55 +6%
AWM
1862
Aberdeen Wealth Management
Illinois
$385K – – –
FPB
1863
First PREMIER Bank
South Dakota
$385K – – –
SWA
1864
Sutton Wealth Advisors
Florida
$384K +$7.83K +22 +2%
BRWM
1865
B. Riley Wealth Management
Tennessee
$384K – – –
CFFP
1866
Center for Financial Planning
Michigan
$384K – – –
CH
1867
Canton Hathaway
Rhode Island
$384K +$364K +1,024 New
CC
1868
Callan Capital
California
$383K – – –
FFWM
1869
Future Financial Wealth Management
Ohio
$383K +$363K +1,021 New
CAMG
1870
CWA Asset Management Group
Florida
$380K -$343K -963 -49%
BCP
1871
Blue Chip Partners
Michigan
$380K -$14.9K -42 -4%
AA
1872
Auxano Advisors
Washington
$379K +$3.56K +10 +1%
OHIS
1873
Oak Harvest Investment Services
Texas
$378K +$358K +1,006 New
GC
1874
Garde Capital
Washington
$377K – – –
EB
1875
Eastern Bank
Massachusetts
$375K -$145K -407 -29%
73 74
75
76 77