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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
2126
Mine & Arao Wealth Creation & Management
California
$158K +$67K +173 +78%
CFN
2127
Cordasco Financial Network
Florida
$154K -$13.2K -34 -8%
AWM
2128
Atticus Wealth Management
Florida
$154K -$6.58K -17 -4%
BEI
2129
Benjamin Edwards Inc
Missouri
$152K +$28.3K +73 +24%
SFA
2130
Stewardship Financial Advisors
Georgia
$149K -$29.4K -76 -17%
MIM
2131
MTM Investment Management
South Carolina
$145K -$14.7K -38 -9%
VNA
2132
Valley National Advisers
Pennsylvania
$144K -$21.3K -55 -13%
IRAG
2133
Investment Research & Advisory Group
Georgia
$141K – – –
NFSG
2134
Newbridge Financial Services Group
Florida
$141K +$81.3K +210 +146%
RWM
2135
Raffa Wealth Management
District of Columbia
$139K – – –
OSAM
2136
O'Shaughnessy Asset Management
Connecticut
$136K -$83.2K -215 -39%
IBOK
2137
Independence Bank of Kentucky
Kentucky
$136K – – –
MHR
2138
Matthew Hamilton Rosenberg
$136K – – –
AWM
2139
Accel Wealth Management
Iowa
$134K -$8.9K -23 -6%
BDS
2140
Banco de Sabadell
Florida
$134K – – –
AC
2141
AlphaCore Capital
California
$132K – – –
VCM
2142
Versant Capital Management
Arizona
$124K +$27.1K +70 +29%
TF
2143
Tompkins Financial
New York
$119K – – –
KFO
2144
Kopp Family Office
Minnesota
$116K – – –
HFA
2145
HC Financial Advisors
California
$114K -$81.3K -210 -42%
AIM
2146
Anchor Investment Management
South Carolina
$107K – – –
TCM
2147
Tradewinds Capital Management
Washington
$107K +$71.2K +184 +214%
CICI
2148
Capital Investment Counsel Inc
North Carolina
$106K +$61.9K +160 +150%
PWM
2149
Provident Wealth Management
Tennessee
$104K – – –
FEG
2150
Financial Enhancement Group
Indiana
$97K – – –
84 85
86
87 88