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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
1901
Elwood & Goetz Wealth Advisory Group
Georgia
$922K +$3.13K +7 +0.3%
PFM
1902
Patton Fund Management
Texas
$921K -$6.34M -14,174 -87%
CGPCS
1903
Capital Group Private Client Services
California
$920K -$338K -756 -27%
HFG
1904
Heron Financial Group
New York
$919K -$1.79K -4 -0.2%
CWP
1905
Curated Wealth Partners
California
$919K – – –
BHWM
1906
Beaird Harris Wealth Management
Texas
$918K +$107K +239 +13%
ODIJL
1907
One Day In July LLC
Vermont
$917K -$13K -29 -1%
TWM
1908
Trinity Wealth Management
Pennsylvania
$916K +$56.8K +127 +7%
AP
1909
Advisor Partners
California
$915K -$2.33M -5,202 -72%
OPA
1910
Old Port Advisors
Maine
$915K +$497K +1,111 +123%
NW
1911
Naviter Wealth
Arkansas
$912K -$1.56M -3,490 -63%
ECM
1912
Elgethun Capital Management
South Dakota
$912K +$14.8K +33 +2%
ACM
1913
Azimuth Capital Management
Michigan
$909K – – –
TIA
1914
Tiemann Investment Advisors
California
$908K -$11.6K -26 -1%
PWG
1915
Private Wealth Group
Florida
$908K – – –
FVCM
1916
F&V Capital Management
Florida
$902K – – –
AC
1917
Anson Capital
Georgia
$900K -$67.5K -151 -7%
JC
1918
Jentner Corp
Ohio
$898K +$4.47K +10 +0.5%
CFCI
1919
Comprehensive Financial Consultants Institutional
Indiana
$897K -$39.8K -89 -4%
SCM
1920
Schnieders Capital Management
California
$896K +$599K +1,340 +211%
RFN
1921
Redwood Financial Network
Ohio
$894K +$881K +1,969 New
EA
1922
Eudaimonia Advisors
Tennessee
$893K -$440K -984 -33%
MFGM
1923
Marshall Financial Group (Maryland)
Maryland
$891K +$878K +1,963 New
CWP
1924
Concord Wealth Partners
Virginia
$890K +$97.9K +219 +13%
BDFN
1925
Bond & Devick Financial Network
Minnesota
$887K -$182K -408 -17%
75 76
77
78 79