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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2251
Holistic Financial Partners
Indiana
$287K +$5.19K +13 +2%
RCM
2252
Radnor Capital Management
Pennsylvania
$286K – – –
GWAG
2253
Garrett Wealth Advisory Group
Texas
$285K – – –
WA
2254
WealthTrust Axiom
Pennsylvania
$283K – – –
ZIG
2255
Zuckerman Investment Group
Illinois
$282K -$45.9K -115 -13%
WOC
2256
West Oak Capital
California
$282K – – –
BI
2257
Blooom Inc
Kansas
$281K -$10.8K -27 -3%
LDB
2258
Lee, Danner & Bass
Tennessee
$281K – – –
EWA
2259
ERTS Wealth Advisors
Michigan
$279K -$111K -277 -26%
SEM
2260
Strategic Equity Management
Arizona
$279K -$56.7K -142 -15%
AWM
2261
AllSquare Wealth Management
New York
$279K – – –
SPI
2262
Sutton Place Investors
New York
$279K +$65.1K +163 +26%
IWP
2263
Innova Wealth Partners
Pennsylvania
$279K +$68.3K +171 +28%
NWA
2264
Navis Wealth Advisors
New York
$277K -$1.87M -4,683 -86%
PW
2265
Peninsula Wealth
California
$277K +$1.2K +3 +0.4%
DFA
2266
Delta Financial Advisors
Louisiana
$276K – – –
FA
2267
Fagan Associates
New York
$275K – – –
AMBIA
2268
Allen Mooney & Barnes Investment Advisors
Georgia
$275K +$16.4K +41 +6%
EGA
2269
Eagle Global Advisors
Texas
$273K -$3.99K -10 -1%
CBN
2270
Cadence Bank NA
Texas
$270K -$3.43M -8,586 -92%
PHS
2271
Pekin Hardy Strauss
Illinois
$270K -$64.7K -162 -18%
MWA
2272
Monograph Wealth Advisors
California
$270K – – –
SAM
2273
Seelaus Asset Management
New Jersey
$269K – – –
WAM
2274
WealthTrust Asset Management
Florida
$269K – – –
IC
2275
Innealta Capital
Texas
$269K +$300K +751 New
89 90
91
92 93