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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2226
TMD Wealth Management
Arizona
$306K -$787K -1,971 -70%
MRCM
2227
M&R Capital Management
New Jersey
$306K – – –
MAG
2228
MRA Advisory Group
New Jersey
$306K +$337K +845 New
SWM
2229
SFG Wealth Management
Maryland
$305K -$3.19K -8 -0.9%
BCPWM
2230
Bradley & Co Private Wealth Management
Florida
$305K – – –
DAM
2231
Delta Asset Management
Tennessee
$304K – – –
CFFP
2232
Center for Financial Planning
Michigan
$302K -$22K -55 -6%
GG
2233
GenWealth Group
New Jersey
$301K – – –
AIC
2234
Archer Investment Corporation
Indiana
$301K – – –
WH
2235
Willner & Heller
California
$299K +$47.1K +118 +17%
TPW
2236
TL Private Wealth
Texas
$298K +$2.79K +7 +0.9%
RFN
2237
RDA Financial Network
Iowa
$297K -$20K -50 -6%
PCM
2238
Pointe Capital Management
Michigan
$297K – – –
NAMM
2239
NorthStar Asset Management (Massachusetts)
Massachusetts
$296K – – –
RCS
2240
Retirement Capital Strategies
California
$296K -$174K -435 -35%
ACM
2241
Alpha Capital Management
Texas
$296K +$1.2K +3 +0.4%
MIP
2242
Marietta Investment Partners
Wisconsin
$295K – – –
BWL
2243
Bogart Wealth LLC
Virginia
$295K +$79.9K +200 +32%
AIM
2244
Avity Investment Management
Connecticut
$294K – – –
SWIG
2245
Strategic Wealth Investment Group
Kentucky
$294K +$327K +820 New
BFS
2246
Bickling Financial Services
Massachusetts
$292K – – –
CNC
2247
Citizens & Northern Corp
Pennsylvania
$292K – – –
RCC
2248
Red Cedar Capital
Nebraska
$288K +$3.99K +10 +1%
SMH
2249
Sanders Morris Harris
Texas
$287K -$1.72M -4,298 -84%
NCM
2250
Neumann Capital Management
California
$287K -$5.99K -15 -2%
88 89
90
91 92