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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2176
Waterfront Wealth
Kansas
$512K +$135K +294 +38%
PCM
2177
Pointe Capital Management
Michigan
$510K – – –
MRWM
2178
ML&R Wealth Management
Texas
$509K +$492K +1,067 New
SWA
2179
Sutton Wealth Advisors
Florida
$509K +$922 +2 +0.2%
HCMG
2180
Howard Capital Management Group
California
$505K – – –
MAM
2181
McLean Asset Management
Virginia
$502K +$461 +1 +0.1%
NF
2182
NTB Financial
Colorado
$494K +$477K +1,036 New
E
2183
ETFidea
New York
$493K +$477K +1,034 New
FFWM
2184
Future Financial Wealth Management
Ohio
$490K – – –
BO
2185
Bank OZK
Arkansas
$487K -$49.8K -108 -10%
CC
2186
Callan Capital
California
$487K – – –
PWA
2187
Providence Wealth Advisors
Illinois
$486K – – –
JWS
2188
Juncture Wealth Strategies
Arizona
$484K +$107K +232 +30%
AW
2189
Alaethes Wealth
Nevada
$483K +$35.5K +77 +8%
RPSA
2190
Richard P. Slaughter Associates
Texas
$483K +$44.2K +96 +10%
OHIS
2191
Oak Harvest Investment Services
Texas
$482K -$3.23K -7 -0.7%
ST
2192
Sabal Trust
Florida
$482K +$28.6K +62 +7%
SEEDPG
2193
S.E.E.D. Planning Group
New York
$481K – – –
SHA
2194
Seneca House Advisors
Virginia
$479K -$10.6K -23 -2%
AA
2195
Auxano Advisors
Washington
$478K – – –
EB
2196
Eastern Bank
Massachusetts
$477K – – –
UFF
2197
USA Financial Formulas
Michigan
$477K +$35.5K +77 +8%
AWM
2198
Aberdeen Wealth Management
Illinois
$477K +$460K +999 New
QCM
2199
Quantinno Capital Management
New York
$477K +$461K +1,000 New
KCFA
2200
Key Client Fiduciary Advisors
New Jersey
$476K +$459K +997 New
86 87
88
89 90