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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2126
Portfolio Strategies
New York
$535K – – –
RW
2127
REDW Wealth
New Mexico
$534K +$447 +1 +0.1%
WF
2128
WoodTrust Financial
Wisconsin
$533K – – –
TAM
2129
Townsend Asset Management
North Carolina
$533K +$447 +1 +0.1%
CWM
2130
Chemistry Wealth Management
New York
$530K -$113K -252 -18%
BFG
2131
Bouchey Financial Group
New York
$530K -$6.71K -15 -1%
SBF
2132
Sara-Bay Financial
Florida
$529K -$9.84K -22 -2%
SW
2133
SlateStone Wealth
Florida
$529K +$18.3K +41 +4%
JCA
2134
January Capital Advisors
California
$528K -$49.2K -110 -7%
WAM
2135
Worth Asset Management
Texas
$528K +$600K +1,341 New
MAM
2136
Meeder Asset Management
Ohio
$524K -$80.5K -180 -13%
PFG
2137
Pinnacle Financial Group
Illinois
$523K -$8.5K -19 -2%
SFP
2138
Strategic Financial Planning
Texas
$521K – – –
TCOO
2139
Trust Company of Oklahoma
Oklahoma
$520K – – –
BDWM
2140
Brewin Dolphin Wealth Management
Ireland
$519K – – –
SCI
2141
Stableford Capital II
Arizona
$518K -$786K -1,757 -60%
OHWP
2142
Oak Harbor Wealth Partners
North Carolina
$518K – – –
CCG
2143
Chatham Capital Group
Georgia
$517K – – –
TC
2144
Tatro Capital
Kentucky
$517K – – –
PIFP
2145
Partners in Financial Planning
Virginia
$515K – – –
MPIA
2146
Mountain Pacific Investment Advisers
Idaho
$515K -$13.4K -30 -3%
IA
2147
Inspire Advisors
Idaho
$512K +$193K +432 +62%
ST
2148
Spinnaker Trust
Maine
$511K -$8.95K -20 -2%
EWA
2149
ERTS Wealth Advisors
Michigan
$511K -$7.6K -17 -1%
LWP
2150
Legacy Wealth Planning
Nevada
$511K +$178K +398 +55%
84 85
86
87 88