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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
2126
Bell Rock Capital
Delaware
$541K -$22.4K -50 -4%
SWIG
2127
Strategic Wealth Investment Group
Kentucky
$537K +$264K +591 +100%
DC
2128
Defender Capital
North Carolina
$535K – – –
PS
2129
Portfolio Strategies
New York
$535K – – –
RW
2130
REDW Wealth
New Mexico
$534K +$447 +1 +0.1%
WF
2131
WoodTrust Financial
Wisconsin
$533K – – –
TAM
2132
Townsend Asset Management
North Carolina
$533K +$447 +1 +0.1%
CWM
2133
Chemistry Wealth Management
New York
$530K -$113K -252 -18%
BFG
2134
Bouchey Financial Group
New York
$530K -$6.71K -15 -1%
SBF
2135
Sara-Bay Financial
Florida
$529K -$9.84K -22 -2%
SW
2136
SlateStone Wealth
Florida
$529K +$18.3K +41 +4%
JCA
2137
January Capital Advisors
California
$528K -$49.2K -110 -7%
WAM
2138
Worth Asset Management
Texas
$528K +$600K +1,341 New
MAM
2139
Meeder Asset Management
Ohio
$524K -$80.5K -180 -13%
PFG
2140
Pinnacle Financial Group
Illinois
$523K -$8.5K -19 -2%
SFP
2141
Strategic Financial Planning
Texas
$521K – – –
TCOO
2142
Trust Company of Oklahoma
Oklahoma
$520K – – –
BDWM
2143
Brewin Dolphin Wealth Management
Ireland
$519K – – –
SCI
2144
Stableford Capital II
Arizona
$518K -$786K -1,757 -60%
OHWP
2145
Oak Harbor Wealth Partners
North Carolina
$518K – – –
CCG
2146
Chatham Capital Group
Georgia
$517K – – –
TC
2147
Tatro Capital
Kentucky
$517K – – –
PIFP
2148
Partners in Financial Planning
Virginia
$515K – – –
MPIA
2149
Mountain Pacific Investment Advisers
Idaho
$515K -$13.4K -30 -3%
IA
2150
Inspire Advisors
Idaho
$512K +$193K +432 +62%
84 85
86
87 88