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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2176
Kolinsky Wealth Management
New Jersey
$610K +$584K +1,385 New
CAM
2177
Close Asset Management
United Kingdom
$606K -$35.8K -85 -6%
NWM
2178
NEIRG Wealth Management
Massachusetts
$606K +$1.69K +4 +0.3%
VRM
2179
Vectors Research Management
New York
$605K +$43.4K +103 +8%
IWS
2180
Insight Wealth Strategies
California
$605K +$843 +2 +0.1%
PT
2181
Plimoth Trust
Massachusetts
$605K -$1.26K -3 -0.2%
BW
2182
Bison Wealth
Georgia
$604K +$145K +344 +34%
WIM
2183
Warwick Investment Management
Texas
$604K -$16K -38 -3%
RIP
2184
RAM Investment Partners
Washington
$604K +$24.4K +58 +4%
AFG
2185
Allegheny Financial Group
Pennsylvania
$600K -$469K -1,113 -45%
LJHT
2186
Laurie J. Hall Trustee
$600K – – –
SAMC
2187
Spectrum Asset Management (California)
California
$599K -$33.7K -80 -6%
AW
2188
Avion Wealth
Texas
$599K – – –
FPB
2189
First PREMIER Bank
South Dakota
$599K – – –
WAM
2190
Worth Asset Management
Texas
$598K – – –
G
2191
GenTrust
Florida
$597K +$8.01K +19 +1%
TAM
2192
Tucker Asset Management
Colorado
$596K +$143K +340 +34%
ML
2193
Mayport LLC
Massachusetts
$595K +$11.8K +28 +2%
VNB
2194
Virginia National Bank
Virginia
$591K -$59.8K -142 -10%
AGA
2195
Arkos Global Advisors
Texas
$590K – – –
SWA
2196
Sutton Wealth Advisors
Florida
$589K +$421 +1 +0.1%
LWMT
2197
Legacy Wealth Management (Tennessee)
Tennessee
$589K +$421 +1 +0.1%
TSA
2198
Tri-Star Advisors
Texas
$587K – – –
OA
2199
Operose Advisors
Wisconsin
$586K – – –
VFPI
2200
Vantage Financial Partners (Illinois)
Illinois
$586K +$43.8K +104 +9%
86 87
88
89 90