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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWWM
2201
Great Waters Wealth Management
Minnesota
$580K -$421 -1 -0.1%
BFG
2202
Bouchey Financial Group
New York
$577K -$31.6K -75 -5%
CCT
2203
Capital City Trust
Florida
$574K – – –
CIP
2204
Chartwell Investment Partners
Pennsylvania
$573K – – –
HIS
2205
Harvest Investment Services
Illinois
$571K +$271K +642 +100%
SOAG
2206
Silver Oak Advisory Group
Oregon
$571K +$40K +95 +8%
FF
2207
Financial Futures
New Jersey
$570K -$13.9K -33 -3%
DFA
2208
Delta Financial Advisors
Louisiana
$570K +$185K +440 +53%
CCA
2209
Conservest Capital Advisors
Pennsylvania
$568K -$2.95K -7 -0.5%
WA1
2210
Wimmer Associates 1
California
$568K – – –
JF
2211
Joule Financial
Kentucky
$567K -$12.2K -29 -2%
OIM
2212
Opus Investment Management
Massachusetts
$566K – – –
CWAG
2213
Compton Wealth Advisory Group
Virginia
$566K – – –
FM
2214
Foster & Motley
Ohio
$564K +$28.2K +67 +6%
TW
2215
TrinityPoint Wealth
Connecticut
$563K +$3.79K +9 +0.7%
KCFA
2216
Key Client Fiduciary Advisors
New Jersey
$561K -$3.37K -8 -0.6%
SBF
2217
Sara-Bay Financial
Florida
$560K +$10.1K +24 +2%
RRCM
2218
Rappaport Reiches Capital Management
Illinois
$560K – – –
SFB
2219
STAR Financial Bank
Indiana
$559K -$21.5K -51 -4%
CCG
2220
Chatham Capital Group
Georgia
$558K -$133K -315 -20%
VCM
2221
Violich Capital Management
California
$558K – – –
WMS
2222
Wealth Management Solutions
Pennsylvania
$557K +$79.2K +188 +18%
HFG
2223
Heron Financial Group
New York
$554K – – –
BWP
2224
Balboa Wealth Partners
Arizona
$554K -$21.1K -50 -4%
PFG
2225
Prosperity Financial Group
California
$552K +$68.7K +163 +15%
87 88
89
90 91