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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SSCA
2351
South Shore Capital Advisors
Massachusetts
$243K – – –
SFG
2352
Synergy Financial Group
California
$243K – – –
YWP
2353
YorkBridge Wealth Partners
New York
$243K +$263K +640 New
HTHT
2354
Hemenway Trust Hemenway Trust
New Hampshire
$242K – – –
PIM
2355
Penobscot Investment Management
Massachusetts
$242K – – –
WWG
2356
West Wealth Group
California
$241K +$19.7K +48 +8%
CAMV
2357
Concord Asset Management (Virginia)
Virginia
$239K – – –
AHC
2358
Adell Harriman & Carpenter
Texas
$238K +$12.8K +31 +5%
CF
2359
Copperwynd Financial
Arizona
$238K -$13.5M -32,777 -98%
BPM
2360
Bowling Portfolio Management
Ohio
$238K – – –
LF
2361
LifeSteps Financial
California
$238K – – –
HHAA
2362
Henry H. Armstrong Associates
Pennsylvania
$237K – – –
MWM
2363
MY Wealth Management
Maryland
$237K – – –
BWL
2364
Bogart Wealth LLC
Virginia
$236K -$5.35K -13 -2%
OFP
2365
OLIO Financial Planning
Virginia
$236K +$14.8K +36 +6%
LRWA
2366
Long Run Wealth Advisors
New York
$235K -$1.23K -3 -0.5%
BWL
2367
Beacon Wealthcare LLC
North Carolina
$235K – – –
TYCC
2368
Texas Yale Capital Corp
Florida
$235K +$59.6K +145 +31%
SPI
2369
Sutton Place Investors
New York
$234K -$31.7K -77 -11%
RSS
2370
Rosenblum Silverman Sutton
California
$233K – – –
IWP
2371
Innova Wealth Partners
Pennsylvania
$231K – – –
MA
2372
Momentum Advisors
New York
$231K +$251K +610 New
TA
2373
TFG Advisers
Michigan
$229K -$5.35K -13 -2%
KA
2374
Kearns & Associates
California
$229K – – –
MWM
2375
Maltin Wealth Management
New Jersey
$228K -$29.2K -71 -11%
93 94
95
96 97