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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2051
Avion Wealth
Texas
$483K +$7.59K +19 +1%
MBTD
2052
Mechanics Bank - Trust Department
California
$482K -$39.9K -100 -7%
WAM
2053
Worth Asset Management
Texas
$481K – – –
LJAC
2054
L.J. Altfest & Co
New York
$480K +$35.5K +89 +7%
PIFP
2055
Partners in Financial Planning
Virginia
$479K – – –
RPG
2056
Resource Planning Group
Georgia
$476K – – –
SCM
2057
Seascape Capital Management
New Hampshire
$473K -$799 -2 -0.2%
PWP
2058
Principle Wealth Partners
Connecticut
$471K -$6.79K -17 -1%
CAM
2059
Cozad Asset Management
Illinois
$470K – – –
ISL
2060
Ingalls & Snyder LLC
New York
$470K – – –
TC
2061
Tenret Company
Florida
$469K – – –
WA
2062
Wambolt & Associates
Colorado
$468K -$47.1K -118 -8%
NWM
2063
NEIRG Wealth Management
Massachusetts
$468K +$35.9K +90 +7%
HWA
2064
HHM Wealth Advisors
Tennessee
$462K -$232K -581 -31%
UBV
2065
United Bank (Virginia)
Virginia
$461K -$85.5K -214 -14%
CIP
2066
Chartwell Investment Partners
Pennsylvania
$461K – – –
CWMU
2067
Caliber Wealth Management (Utah)
Utah
$461K +$1.6K +4 +0.3%
CSB
2068
City State Bank
Iowa
$460K – – –
CANC
2069
Culbertson A N & Co
Virginia
$460K – – –
RRCM
2070
Rappaport Reiches Capital Management
Illinois
$460K – – –
SC
2071
Siena Capital
Ohio
$458K – – –
LWMT
2072
Legacy Wealth Management (Tennessee)
Tennessee
$458K +$399 +1 +0.1%
EP
2073
Edgestream Partners
New Jersey
$457K -$1.7M -4,265 -77%
OIM
2074
Opus Investment Management
Massachusetts
$455K -$116K -290 -19%
CWAG
2075
Compton Wealth Advisory Group
Virginia
$455K – – –
81 82
83
84 85