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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2101
Bragg Financial Advisors
North Carolina
$623K -$38.6K -100 -6%
MIAS
2102
Mason Investment Advisory Services
Virginia
$623K +$626K +1,622 New
APWA
2103
Atlas Private Wealth Advisors
New Jersey
$623K – – –
WIC
2104
Woodmont Investment Counsel
Tennessee
$622K +$69.1K +179 +12%
MHWM
2105
Montz Harcus Wealth Management
Louisiana
$620K +$12.3K +32 +2%
WW
2106
Waterfront Wealth
Kansas
$620K +$39K +101 +7%
NLP
2107
Next Level Private
New York
$619K +$772 +2 +0.1%
SIA
2108
Strategic Investment Advisors
Michigan
$618K -$713K -1,848 -53%
APW
2109
Aurora Private Wealth
New Jersey
$617K -$37.8K -98 -6%
JJBC
2110
James J. Burns & Company
New York
$615K -$2.31K -6 -0.4%
IFS
2111
Ifrah Financial Services
Arkansas
$611K -$14.3K -37 -2%
CGH
2112
Crossmark Global Holdings
Texas
$611K – – –
CMS
2113
Capital Market Strategies
Florida
$610K +$9.65K +25 +2%
JWS
2114
Juncture Wealth Strategies
Arizona
$610K -$108K -280 -15%
JLBC
2115
J.L. Bainbridge & Co
Florida
$603K +$26.6K +69 +5%
MW
2116
MBL Wealth
North Carolina
$602K +$50.2K +130 +9%
IP
2117
Ignite Planners
California
$602K +$570K +1,476 New
JCM
2118
Jacobi Capital Management
Pennsylvania
$601K -$3.86K -10 -0.6%
RFM
2119
Royal Fund Management
Florida
$598K +$230K +597 +62%
FF
2120
Financial Futures
New Jersey
$598K -$43.2K -112 -7%
VRM
2121
Vectors Research Management
New York
$597K -$3.86K -10 -0.6%
BW
2122
Basepoint Wealth
Iowa
$595K +$235K +609 +65%
AC
2123
Anson Capital
Georgia
$595K -$37.8K -98 -6%
WIA
2124
Westbourne Investment Advisors
Maryland
$595K +$386 +1 +0.1%
TWM
2125
Tradition Wealth Management
Minnesota
$595K +$1.16K +3 +0.2%
83 84
85
86 87