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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2326
Tanager Wealth Management
United Kingdom
$450K +$46.5K +104 +11%
SMA
2327
Seven Mile Advisory
New Jersey
$447K +$466K +1,041 New
RWM
2328
Rockwood Wealth Management
Pennsylvania
$446K -$31.8K -71 -6%
UBV
2329
United Bank (Virginia)
Virginia
$441K – – –
MLL
2330
Moody Lynn & Lieberson
Massachusetts
$439K – – –
EB
2331
Eastern Bank
Massachusetts
$439K +$9.84K +22 +2%
GDP
2332
Great Diamond Partners
Maine
$437K +$455K +1,018 New
TNA
2333
True North Advisors
Texas
$437K +$33.5K +75 +8%
MCM
2334
Morton Capital Management
California
$435K – – –
CRWM
2335
Castle Rock Wealth Management
California
$434K +$111K +248 +33%
CSB
2336
City State Bank
Iowa
$434K – – –
AWM
2337
Austin Wealth Management
Texas
$433K +$424K +947 New
CG
2338
Cutler Group
California
$433K -$7.16K -16 -2%
HAIM
2339
Hunter Associates Investment Management
Pennsylvania
$433K +$451K +1,009 New
MA
2340
Mezzasalma Advisors
New Jersey
$431K -$5.37K -12 -1%
CWM
2341
Chesapeake Wealth Management
Virginia
$431K +$197K +441 +78%
TCM
2342
Tandem Capital Management
New Jersey
$429K +$4.47K +10 +1%
SDWIA
2343
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$428K -$44.7K -100 -9%
FNBSF
2344
First National Bank Sioux Falls
South Dakota
$427K – – –
OHWP
2345
Oak Harbor Wealth Partners
North Carolina
$426K -$201K -450 -31%
UWM
2346
USAdvisors Wealth Management
Minnesota
$426K +$38K +85 +9%
NW
2347
Naviter Wealth
Arkansas
$425K -$11.6K -26 -3%
GWA
2348
Geometric Wealth Advisors
District of Columbia
$425K -$137K -307 -24%
GG
2349
Gleason Group
Kentucky
$423K -$895 -2 -0.2%
PFG
2350
Pinnacle Financial Group
Illinois
$422K -$16.6K -37 -4%
92 93
94
95 96