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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2176
Joule Financial
Kentucky
$534K +$10.4K +26 +2%
FW
2177
FirstPurpose Wealth
Utah
$534K +$31.3K +78 +6%
RIP
2178
RAM Investment Partners
Washington
$533K -$18K -45 -3%
BWP
2179
Balboa Wealth Partners
Arizona
$532K +$47.3K +118 +10%
AWM
2180
Accurate Wealth Management
Florida
$530K +$117K +292 +29%
CCT
2181
Capital City Trust
Florida
$529K -$23.3K -58 -4%
CIP
2182
Chartwell Investment Partners
Pennsylvania
$529K – – –
WA1
2183
Wimmer Associates 1
California
$529K – – –
FWA
2184
FSC Wealth Advisors
New York
$528K +$173K +432 +51%
CCA
2185
Conservest Capital Advisors
Pennsylvania
$527K +$514K +1,282 New
WA
2186
Wambolt & Associates
Colorado
$524K -$18.4K -46 -3%
PWP
2187
Principle Wealth Partners
Connecticut
$524K – – –
OIM
2188
Opus Investment Management
Massachusetts
$522K – – –
CWAG
2189
Compton Wealth Advisory Group
Virginia
$522K – – –
KCFA
2190
Key Client Fiduciary Advisors
New Jersey
$521K +$45.7K +114 +10%
TIM
2191
Tevis Investment Management
Texas
$520K +$197K +491 +64%
DA
2192
Drake & Associates
Wisconsin
$517K – – –
RRCM
2193
Rappaport Reiches Capital Management
Illinois
$517K -$10K -25 -2%
AW
2194
Avion Wealth
Texas
$516K +$401 +1 +0.1%
TW
2195
TrinityPoint Wealth
Connecticut
$516K +$2K +5 +0.4%
VRM
2196
Vectors Research Management
New York
$515K -$121K -301 -19%
VCM
2197
Violich Capital Management
California
$515K – – –
LA
2198
LVW Advisors
New York
$512K +$4.81K +12 +1%
HFG
2199
Heron Financial Group
New York
$511K -$21.2K -53 -4%
TFG
2200
Tilson Financial Group
New Jersey
$509K -$28.5K -71 -5%
86 87
88
89 90