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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2176
Accretive Wealth Partners
New Jersey
$627K +$653K +1,460 New
GC
2177
Guidance Capital
Kentucky
$627K +$184K +412 +39%
SC
2178
Shearwater Capital
Colorado
$627K – – –
ERIM
2179
Eagle Ridge Investment Management
Connecticut
$623K -$43.8K -98 -6%
CWM
2180
Chemistry Wealth Management
New York
$622K +$110K +246 +20%
MWA
2181
Monograph Wealth Advisors
California
$620K – – –
WFA
2182
Wade Financial Advisory
California
$619K – – –
DI
2183
DDFG Inc
California
$618K -$8.5K -19 -1%
IFO
2184
Independent Family Office
New York
$616K +$641K +1,434 New
BP
2185
BCK Partners
New York
$615K -$18.8K -42 -3%
BFA
2186
Bragg Financial Advisors
North Carolina
$612K – – –
EP
2187
Eudaimonia Partners
Tennessee
$610K -$741K -1,657 -54%
HCM
2188
Hudson Capital Management
New Jersey
$607K +$632K +1,414 New
MAS
2189
Madden Advisory Services
Florida
$606K +$85.9K +192 +16%
SBF
2190
Sara-Bay Financial
Florida
$605K +$68K +152 +12%
GC
2191
Gibson Capital
Pennsylvania
$600K +$1.34K +3 +0.2%
CAM
2192
Cozad Asset Management
Illinois
$600K -$11.2K -25 -2%
MHB
2193
Midwest Heritage Bank
Iowa
$599K – – –
DFA
2194
Delta Financial Advisors
Louisiana
$599K +$51.9K +116 +9%
LMKC
2195
L.M. Kohn & Company
Ohio
$596K -$41.2K -92 -6%
KAH
2196
Kathryn A. Hall
$595K – – –
WKWM
2197
Walter & Keenan Wealth Management
Indiana
$594K – – –
PA
2198
Prism Advisors
California
$593K – – –
IBOK
2199
Independence Bank of Kentucky
Kentucky
$592K – – –
MSR
2200
Main Street Research
Connecticut
$588K +$109K +244 +22%
86 87
88
89 90