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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
2101
Richmond Brothers
Michigan
$465K +$1.23K +3 +0.2%
AHIA
2102
Andrew Hill Investment Advisors
Florida
$465K +$53.1K +129 +12%
FVWA
2103
Foster Victor Wealth Advisors
South Carolina
$465K +$496K +1,206 New
TFA
2104
Triad Financial Advisors
North Carolina
$464K – – –
FFWM
2105
Future Financial Wealth Management
Ohio
$463K – – –
SWA
2106
Sutton Wealth Advisors
Florida
$463K +$57.2K +139 +13%
JWS
2107
Juncture Wealth Strategies
Arizona
$462K +$71.6K +174 +17%
EWP
2108
Engrave Wealth Partners
Texas
$462K +$501K +1,219 New
NWM
2109
NEIRG Wealth Management
Massachusetts
$461K – – –
HDIM
2110
Hanson & Doremus Investment Management
Vermont
$460K – – –
UWM
2111
USAdvisors Wealth Management
Minnesota
$459K -$26.7K -65 -5%
SIA
2112
Strategic Investment Advisors
Michigan
$457K +$1.65K +4 +0.3%
HCM
2113
HMS Capital Management
Tennessee
$456K – – –
MLL
2114
Moody Lynn & Lieberson
Massachusetts
$456K – – –
BB
2115
Bell Bank
North Dakota
$456K +$823 +2 +0.2%
SWK
2116
Stephen W. Kidder
$455K -$61.7K -150 -11%
FAM
2117
Fenimore Asset Management
New York
$455K – – –
MAS
2118
Madden Advisory Services
Florida
$454K -$135K -329 -22%
SBF
2119
Sara-Bay Financial
Florida
$450K +$6.58K +16 +1%
SOAG
2120
Silver Oak Advisory Group
Oregon
$450K -$42.8K -104 -8%
NLP
2121
Next Level Private
New York
$449K -$97.5K -237 -17%
DCM
2122
Donaldson Capital Management
Indiana
$449K -$58.8K -143 -11%
CWM
2123
Chemistry Wealth Management
New York
$449K +$6.17K +15 +1%
OHIS
2124
Oak Harvest Investment Services
Texas
$447K -$13.6K -33 -3%
PS
2125
Portfolio Strategies
New York
$447K -$823 -2 -0.2%
83 84
85
86 87