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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
2326
GEN Financial Management
Minnesota
$1.36M -$44.3K -75 -3%
HFS
2327
Haverford Financial Services
Pennsylvania
$1.36M +$815K +1,380 +133%
GWA
2328
Geometric Wealth Advisors
District of Columbia
$1.36M – – –
BFA
2329
Brown Financial Advisory
Alabama
$1.36M -$16.5K -28 -1%
TFA
2330
Toth Financial Advisory
Virginia
$1.35M -$124K -210 -8%
BWL
2331
Bogart Wealth LLC
Virginia
$1.35M -$3.54K -6 -0.2%
GAA
2332
Guardian Asset Advisors
Pennsylvania
$1.35M -$110K -187 -7%
RC
2333
Randolph Company
Ohio
$1.35M -$70.3K -119 -5%
WW
2334
Waterfront Wealth
Kansas
$1.35M -$34.8K -59 -2%
AFW
2335
Avantra Family Wealth
Pennsylvania
$1.35M -$63.8K -108 -4%
LDB
2336
Lee, Danner & Bass
Tennessee
$1.34M -$5.91K -10 -0.4%
CWM
2337
CIBC World Markets
New York
$1.34M +$11.8K +20 +0.8%
CWM
2338
ClientFirst Wealth Management
Arkansas
$1.34M – – –
SFA
2339
Seneca Financial Advisors
New York
$1.34M – – –
VCM
2340
Violich Capital Management
California
$1.34M +$66.7K +113 +5%
AWM
2341
Accel Wealth Management
Iowa
$1.33M -$122K -206 -8%
EGA
2342
E&G Advisors
Texas
$1.33M -$121K -205 -8%
FOR
2343
Family Office Research
Maryland
$1.33M -$177K -300 -11%
AIM
2344
Athena Investment Management
California
$1.33M – – –
NCM
2345
NCM Capital Management
New Jersey
$1.33M -$12.4K -21 -0.9%
AFG
2346
ABLE Financial Group
Arizona
$1.33M +$125K +212 +10%
WTA
2347
Washington Trust Advisors
Massachusetts
$1.32M +$5.32K +9 +0.4%
DWP
2348
Destiny Wealth Partners
Florida
$1.32M +$591 +1 +0%
CNB
2349
Camden National Bank
Maine
$1.32M -$15.4K -26 -1%
BWP
2350
Burling Wealth Partners
Illinois
$1.32M +$288K +487 +26%
92 93
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