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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2276
NewSquare Capital
Pennsylvania
$898K +$29.5K +59 +4%
TCCM
2277
Timber Creek Capital Management
Massachusetts
$897K – – –
GL
2278
Gerber LLC
Ohio
$894K +$409K +817 +92%
TWA
2279
Talisman Wealth Advisors
New Jersey
$891K +$318K +636 +60%
WIM
2280
Waverton Investment Management
United Kingdom
$891K +$5K +10 +0.6%
KFP
2281
Keener Financial Planning
Texas
$888K +$32K +64 +4%
FNB
2282
Farmers National Bank
Kentucky
$887K -$92.1K -184 -10%
FCA
2283
Fortis Capital Advisors
Kansas
$887K +$211K +422 +33%
HFAS
2284
Hummer Financial Advisory Services
Illinois
$886K +$37.5K +75 +5%
C
2285
CEDRUS
Colorado
$885K +$9.51K +19 +1%
APIM
2286
Agate Pass Investment Management
Washington
$885K -$53.5K -107 -6%
CFO
2287
Collective Family Office
Pennsylvania
$878K -$23K -46 -3%
NEWAS
2288
N.E.W. Advisory Services
Wisconsin
$875K +$53K +106 +7%
MMPW
2289
Mitchell McLeod Pugh & Williams
Alabama
$875K +$12.5K +25 +2%
LWCFA
2290
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$870K -$897K -1,793 -51%
JBA
2291
Johnson Bixby & Associates
Washington
$864K – – –
SPWG
2292
Sage Private Wealth Group
Illinois
$862K +$125K +250 +18%
RCM
2293
RMR Capital Management
California
$861K -$38K -76 -4%
RZH
2294
Relyea Zuckerberg Hanson
Connecticut
$861K -$22K -44 -3%
FWP
2295
Falcon Wealth Planning
California
$860K +$404K +808 +98%
IWN
2296
Independent Wealth Network
Iowa
$858K +$21.5K +43 +3%
DWA
2297
Delap Wealth Advisory
Oregon
$854K -$884K -1,767 -52%
BMA
2298
Brooks Moore & Associates
Tennessee
$854K -$125K -250 -13%
PPW
2299
Parcion Private Wealth
Washington
$852K +$54K +108 +7%
DA
2300
Drake & Associates
Wisconsin
$848K +$178K +355 +28%
90 91
92
93 94