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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2176
Bill Few Associates
Pennsylvania
$958K +$572K +1,278 +176%
SGI
2177
Summit Global Investments
Utah
$952K +$892K +1,993 New
WLIM
2178
White Lighthouse Investment Management
Massachusetts
$946K +$28.2K +63 +3%
ACM
2179
Ardent Capital Management
Ohio
$939K – – –
TWM
2180
Trinity Wealth Management
Pennsylvania
$937K -$3.58K -8 -0.4%
AWM
2181
Affinity Wealth Management
Delaware
$936K +$895 +2 +0.1%
SM
2182
Sensible Money
Arizona
$929K +$266K +595 +44%
BWL
2183
Bogart Wealth LLC
Virginia
$928K -$28.6K -64 -3%
O3W
2184
Omni 360 Wealth
New Jersey
$925K +$867K +1,937 New
JC
2185
Jentner Corp
Ohio
$923K – – –
CWM
2186
CCG Wealth Management
California
$921K -$14.3K -32 -2%
FSA
2187
Fort Sheridan Advisors
Illinois
$919K – – –
BOM
2188
Bank of Marin
California
$918K -$269K -601 -24%
MWM
2189
Marion Wealth Management
Pennsylvania
$915K -$24.2K -54 -3%
KP
2190
Keel Point
Alabama
$913K -$170K -380 -17%
CCP
2191
Clarity Capital Partners
California
$911K +$854K +1,907 New
HIS
2192
Harvest Investment Services
Illinois
$909K +$91.3K +204 +12%
WA
2193
Wealthstar Advisors
Texas
$908K +$131K +292 +18%
BI
2194
Ballast Inc
Kentucky
$907K -$147K -329 -15%
FAT
2195
First American Trust
California
$907K +$2.69K +6 +0.3%
ST
2196
Sabal Trust
Florida
$905K +$333K +744 +65%
MGWM
2197
Marks Group Wealth Management
Minnesota
$902K +$845K +1,888 New
MW
2198
MBL Wealth
North Carolina
$898K +$38.9K +87 +5%
BMA
2199
Brooks Moore & Associates
Tennessee
$896K -$201K -450 -19%
GI
2200
Gradient Investments
Minnesota
$895K +$51.9K +116 +7%
86 87
88
89 90