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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
2151
Smith & Howard Wealth Management
Georgia
$637K – – –
FW
2152
FirstPurpose Wealth
Utah
$637K +$55.2K +131 +10%
BFA
2153
Bragg Financial Advisors
North Carolina
$635K -$149K -354 -20%
T
2154
TCWP
Ohio
$635K -$114K -270 -16%
CAM
2155
Cozad Asset Management
Illinois
$634K +$29.5K +70 +5%
RIA
2156
Realta Investment Advisors
Delaware
$629K -$53.1K -126 -8%
SWM
2157
Shakespeare Wealth Management
Wisconsin
$628K +$843 +2 +0.1%
SHWM
2158
Silicon Hills Wealth Management
Texas
$625K -$21.1K -50 -3%
NSAM
2159
North Star Asset Management
Wisconsin
$624K -$31.6K -75 -5%
CA
2160
Calton & Associates
Florida
$624K -$54.4K -129 -8%
MHB
2161
Midwest Heritage Bank
Iowa
$622K – – –
GC
2162
Gibson Capital
Pennsylvania
$621K – – –
B
2163
Bensler
Washington
$621K +$91.4K +217 +18%
KAH
2164
Kathryn A. Hall
$617K – – –
BSI
2165
Bennett Selby Investments
Maine
$616K – – –
WKWM
2166
Walter & Keenan Wealth Management
Indiana
$616K – – –
PA
2167
Prism Advisors
California
$616K – – –
DA
2168
Dash Acquisitions
California
$615K +$582K +1,381 New
IBOK
2169
Independence Bank of Kentucky
Kentucky
$614K +$472K +1,120 +434%
MWM
2170
Marion Wealth Management
Pennsylvania
$613K – – –
TFA
2171
Trinity Financial Advisors
Ohio
$612K -$169K -401 -23%
DA
2172
Drake & Associates
Wisconsin
$610K +$46.8K +111 +9%
KWM
2173
Kolinsky Wealth Management
New Jersey
$610K +$584K +1,385 New
CAM
2174
Close Asset Management
United Kingdom
$606K -$35.8K -85 -6%
NWM
2175
NEIRG Wealth Management
Massachusetts
$606K +$1.69K +4 +0.3%
85 86
87
88 89