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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
2351
Capital Market Strategies
Florida
$760K -$58K -116 -7%
SWM
2352
Seaside Wealth Management
California
$760K -$121K -242 -14%
DCM
2353
Donaldson Capital Management
Indiana
$759K +$211K +422 +41%
SC
2354
Shearwater Capital
Colorado
$758K -$3K -6 -0.4%
WFA
2355
Wade Financial Advisory
California
$758K – – –
AWAG
2356
ARS Wealth Advisors Group
Florida
$758K +$229K +457 +46%
MWA
2357
Monograph Wealth Advisors
California
$755K – – –
BWM
2358
BNC Wealth Management
Oregon
$755K +$162K +323 +29%
FFO
2359
Fiduciary Family Office
Florida
$755K +$105K +210 +17%
IFO
2360
Independent Family Office
New York
$754K – – –
CAM
2361
Close Asset Management
United Kingdom
$753K +$56K +112 +8%
CA
2362
CGN Advisors
Kansas
$753K +$111K +222 +18%
MAM
2363
McLean Asset Management
Virginia
$752K – – –
DI
2364
DDFG Inc
California
$750K +$60K +120 +9%
TPA
2365
Trivium Point Advisory
Connecticut
$749K +$242K +483 +51%
CWA
2366
Clearview Wealth Advisors
Oregon
$747K -$109K -218 -13%
CA
2367
Carson Advisory
Georgia
$745K +$19.5K +39 +3%
HCM
2368
Hudson Capital Management
New Jersey
$743K – – –
CWM
2369
Chemistry Wealth Management
New York
$743K -$9.51K -19 -1%
BW
2370
Bison Wealth
Georgia
$742K -$4K -8 -0.6%
OPCM
2371
Osborne Partners Capital Management
California
$741K -$86.6K -173 -11%
IRAG
2372
Investment Research & Advisory Group
Georgia
$741K -$88.1K -176 -11%
MSR
2373
Main Street Research
Connecticut
$741K -$25.5K -51 -3%
BSI
2374
Bennett Selby Investments
Maine
$740K +$13K +26 +2%
DFA
2375
Delta Financial Advisors
Louisiana
$740K +$2K +4 +0.3%
93 94
95
96 97