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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1901
Facet Wealth Inc
Maryland
$493K -$84.6K -191 -14%
BDWM
1902
Brewin Dolphin Wealth Management
Ireland
$493K – – –
CCG
1903
Chatham Capital Group
Georgia
$491K – – –
TC
1904
Tatro Capital
Kentucky
$491K – – –
QC
1905
QCM Cayman
Texas
$491K +$505K +1,140 New
LWP
1906
Legacy Wealth Planning
Nevada
$489K +$12K +27 +2%
AC
1907
Apella Capital
Connecticut
$488K -$75.3K -170 -13%
EWA
1908
ERTS Wealth Advisors
Michigan
$488K -$31.9K -72 -6%
BP
1909
BBR Partners
New York
$488K – – –
HDIM
1910
Hanson & Doremus Investment Management
Vermont
$488K – – –
SDWIA
1911
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$488K +$30.1K +68 +6%
JFS
1912
JD Financial Services
Pennsylvania
$487K -$1.33K -3 -0.3%
TAM
1913
Taurus Asset Management
New York
$487K – – –
BO
1914
Bank OZK
Arkansas
$486K -$11.1K -25 -2%
PWP
1915
Principle Wealth Partners
Connecticut
$486K +$14.2K +32 +3%
MHR
1916
Matthew Hamilton Rosenberg
$486K +$349K +787 +231%
MAM
1917
McLean Asset Management
Virginia
$485K +$2.66K +6 +0.6%
SW
1918
SlateStone Wealth
Florida
$485K +$5.76K +13 +1%
KFS
1919
Kurt F. Somerville
$484K – – –
ACS
1920
Archford Capital Strategies
Illinois
$482K -$341K -769 -41%
HTHT
1921
Hemenway Trust Hemenway Trust
New Hampshire
$481K -$35K -79 -7%
MG
1922
MilWealth Group
Wisconsin
$480K – – –
TWM
1923
Tradition Wealth Management
Minnesota
$479K -$7.89M -17,799 -94%
WFC
1924
Western Financial Corp
California
$477K -$34.1K -77 -6%
SC
1925
Searle & Co
Connecticut
$477K – – –
75 76
77
78 79