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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2201
Geometric Wealth Advisors
District of Columbia
$585K +$129K +307 +31%
TC
2202
Tenret Company
Florida
$583K – – –
GWWM
2203
Great Waters Wealth Management
Minnesota
$580K -$421 -1 -0.1%
BFG
2204
Bouchey Financial Group
New York
$577K -$31.6K -75 -5%
CCT
2205
Capital City Trust
Florida
$574K – – –
CIP
2206
Chartwell Investment Partners
Pennsylvania
$573K – – –
HIS
2207
Harvest Investment Services
Illinois
$571K +$271K +642 +100%
SOAG
2208
Silver Oak Advisory Group
Oregon
$571K +$40K +95 +8%
FF
2209
Financial Futures
New Jersey
$570K -$13.9K -33 -3%
DFA
2210
Delta Financial Advisors
Louisiana
$570K +$185K +440 +53%
CCA
2211
Conservest Capital Advisors
Pennsylvania
$568K -$2.95K -7 -0.5%
WA1
2212
Wimmer Associates 1
California
$568K – – –
JF
2213
Joule Financial
Kentucky
$567K -$12.2K -29 -2%
OIM
2214
Opus Investment Management
Massachusetts
$566K – – –
CWAG
2215
Compton Wealth Advisory Group
Virginia
$566K – – –
FM
2216
Foster & Motley
Ohio
$564K +$28.2K +67 +6%
TW
2217
TrinityPoint Wealth
Connecticut
$563K +$3.79K +9 +0.7%
KCFA
2218
Key Client Fiduciary Advisors
New Jersey
$561K -$3.37K -8 -0.6%
SBF
2219
Sara-Bay Financial
Florida
$560K +$10.1K +24 +2%
RRCM
2220
Rappaport Reiches Capital Management
Illinois
$560K – – –
SFB
2221
STAR Financial Bank
Indiana
$559K -$21.5K -51 -4%
CCG
2222
Chatham Capital Group
Georgia
$558K -$133K -315 -20%
VCM
2223
Violich Capital Management
California
$558K – – –
WMS
2224
Wealth Management Solutions
Pennsylvania
$557K +$79.2K +188 +18%
HFG
2225
Heron Financial Group
New York
$554K – – –
87 88
89
90 91