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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
2101
Oak Harbor Wealth Partners
North Carolina
$617K – – –
CBB
2102
Citizens Business Bank
California
$617K -$904K -2,255 -60%
BWL
2103
Bogart Wealth LLC
Virginia
$616K +$365K +910 +155%
MW
2104
MBL Wealth
North Carolina
$615K -$28.1K -70 -4%
HGWM
2105
Horst & Graben Wealth Management
Oregon
$615K -$8.42K -21 -1%
MWA
2106
Monograph Wealth Advisors
California
$615K +$297K +741 +98%
IP
2107
Ignite Planners
California
$608K +$401 +1 +0.1%
PS
2108
Planned Solutions
California
$607K +$401 +1 +0.1%
NSAM
2109
North Star Asset Management
Wisconsin
$607K -$8.02K -20 -1%
WA
2110
Wealthstar Advisors
Texas
$607K -$26.1K -65 -4%
SL
2111
Summitry LLC
California
$606K +$802 +2 +0.1%
VNB
2112
Virginia National Bank
Virginia
$603K -$7.62K -19 -1%
AA
2113
Addison Advisors
Vermont
$601K -$618K -1,541 -51%
SC
2114
Shearwater Capital
Colorado
$600K – – –
MAM
2115
Milestone Asset Management
Pennsylvania
$599K -$173K -432 -23%
DI
2116
DDFG Inc
California
$598K +$802 +2 +0.1%
CWMGP
2117
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$598K +$1.2K +3 +0.2%
SIS
2118
Strategic Investment Solutions
Illinois
$598K +$27.7K +69 +5%
SHWM
2119
Silicon Hills Wealth Management
Texas
$597K -$178K -444 -23%
CISOA
2120
Capital Investment Services of America
Wisconsin
$595K -$26.1K -65 -4%
FRA
2121
Front Row Advisors
California
$594K -$802 -2 -0.1%
CAM
2122
Close Asset Management
United Kingdom
$594K – – –
WFA
2123
Wade Financial Advisory
California
$592K -$12.8K -32 -2%
WCA
2124
Waypoint Capital Advisors
Minnesota
$591K – – –
SCA
2125
STALEY CAPITAL ADVISERS
Pennsylvania
$588K +$573K +1,430 New
83 84
85
86 87