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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2101
WT Wealth Management
Arizona
$623K – – –
PS
2102
Portfolio Strategies
New York
$622K +$101K +253 +20%
OHWP
2103
Oak Harbor Wealth Partners
North Carolina
$617K – – –
CBB
2104
Citizens Business Bank
California
$617K -$904K -2,255 -60%
BWL
2105
Bogart Wealth LLC
Virginia
$616K +$365K +910 +155%
MW
2106
MBL Wealth
North Carolina
$615K -$28.1K -70 -4%
HGWM
2107
Horst & Graben Wealth Management
Oregon
$615K -$8.42K -21 -1%
MWA
2108
Monograph Wealth Advisors
California
$615K +$297K +741 +98%
IP
2109
Ignite Planners
California
$608K +$401 +1 +0.1%
PS
2110
Planned Solutions
California
$607K +$401 +1 +0.1%
NSAM
2111
North Star Asset Management
Wisconsin
$607K -$8.02K -20 -1%
WA
2112
Wealthstar Advisors
Texas
$607K -$26.1K -65 -4%
SL
2113
Summitry LLC
California
$606K +$802 +2 +0.1%
VNB
2114
Virginia National Bank
Virginia
$603K -$7.62K -19 -1%
AA
2115
Addison Advisors
Vermont
$601K -$618K -1,541 -51%
SC
2116
Shearwater Capital
Colorado
$600K – – –
MAM
2117
Milestone Asset Management
Pennsylvania
$599K -$173K -432 -23%
DI
2118
DDFG Inc
California
$598K +$802 +2 +0.1%
CWMGP
2119
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$598K +$1.2K +3 +0.2%
SIS
2120
Strategic Investment Solutions
Illinois
$598K +$27.7K +69 +5%
SHWM
2121
Silicon Hills Wealth Management
Texas
$597K -$178K -444 -23%
CISOA
2122
Capital Investment Services of America
Wisconsin
$595K -$26.1K -65 -4%
FRA
2123
Front Row Advisors
California
$594K -$802 -2 -0.1%
CAM
2124
Close Asset Management
United Kingdom
$594K – – –
WFA
2125
Wade Financial Advisory
California
$592K -$12.8K -32 -2%
83 84
85
86 87