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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
2276
Brandywine Oak Private Wealth
Pennsylvania
$1.66M -$120K -202 -7%
LWCFA
2277
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.66M +$207K +350 +15%
FWM
2278
Forza Wealth Management
Florida
$1.65M -$256K -432 -13%
BC
2279
Burney Company
Virginia
$1.65M -$252K -425 -13%
MBI
2280
May Barnhard Investments
Maryland
$1.65M +$4.14K +7 +0.3%
RBC
2281
Roble Belko & Company
Pennsylvania
$1.65M -$52.7K -89 -3%
FIM
2282
FWL Investment Management
Texas
$1.64M -$192K -324 -10%
TW
2283
Traveka Wealth
California
$1.64M -$207K -350 -11%
SI
2284
Saxon Interests
Texas
$1.64M -$189K -320 -10%
FCT
2285
First Community Trust
Iowa
$1.64M – – –
COI
2286
Connable Office Inc
Michigan
$1.64M – – –
WWP
2287
WR Wealth Planners
Missouri
$1.64M -$2.67M -4,510 -62%
ODG
2288
O'Dell Group
Ohio
$1.63M +$2.96K +5 +0.2%
PCM
2289
Princeton Capital Management
New Jersey
$1.63M +$136K +230 +9%
VF
2290
Vista Finance
Missouri
$1.62M – – –
AAS
2291
Asset Allocation Strategies
Michigan
$1.62M +$192K +325 +14%
SIA
2292
Strategic Investment Advisors
Michigan
$1.61M +$445K +751 +38%
BCA
2293
Bay Capital Advisors
Virginia
$1.61M +$1.62M +2,741 New
AAM
2294
Austin Asset Management
Texas
$1.61M +$165K +279 +11%
DWM
2295
Diversify Wealth Management
Utah
$1.61M +$154K +260 +10%
OLVIG
2296
Oliver Lagore Vanvalin Investment Group
Michigan
$1.61M +$45.6K +77 +3%
TCBWMS
2297
Texas Capital Bank Wealth Management Services
Texas
$1.6M +$58.6K +99 +4%
FA
2298
Faithward Advisors
Pennsylvania
$1.6M -$3.55K -6 -0.2%
MCM
2299
Morton Capital Management
California
$1.6M +$198K +334 +14%
KPP
2300
Kings Path Partners
Texas
$1.59M +$806K +1,362 +101%
90 91
92
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