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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2401
MBL Wealth
North Carolina
$1.37M +$45.9K +80 +4%
MFS
2402
Mattson Financial Services
Michigan
$1.37M +$1.14M +1,986 +903%
PAM
2403
Peninsula Asset Management
Florida
$1.36M +$652K +1,135 +107%
CBA
2404
Coastal Bridge Advisors
Connecticut
$1.36M -$450K -784 -26%
CFFP
2405
Center for Financial Planning
Michigan
$1.36M -$10.9K -19 -0.9%
WLIM
2406
White Lighthouse Investment Management
Massachusetts
$1.36M +$21.8K +38 +2%
TIA
2407
Tiemann Investment Advisors
California
$1.36M +$17.2K +30 +1%
FFC
2408
Frederick Financial Consultants
Maryland
$1.35M +$574 +1 +0%
IP
2409
Integras Partners
Georgia
$1.35M +$102K +177 +9%
ST
2410
Spinnaker Trust
Maine
$1.35M – – –
SAA
2411
Southeast Asset Advisors
Georgia
$1.35M +$37.3K +65 +3%
FAN
2412
Financial Advisors Network
California
$1.35M +$53.4K +93 +4%
CCM
2413
Crew Capital Management
Ohio
$1.35M -$91.9K -160 -7%
WA
2414
WealthTrust Axiom
Pennsylvania
$1.34M +$52.8K +92 +4%
CWM
2415
CCG Wealth Management
California
$1.34M -$4.02K -7 -0.3%
VCM
2416
Violich Capital Management
California
$1.34M -$130K -226 -10%
BA
2417
Ballast Advisors
Minnesota
$1.34M +$81.5K +142 +7%
MWM
2418
Marion Wealth Management
Pennsylvania
$1.33M +$592K +1,031 +92%
MFA
2419
McClarren Financial Advisors
Pennsylvania
$1.33M -$610K -1,062 -33%
HPCM
2420
Hunter Perkins Capital Management
Illinois
$1.33M – – –
TSMHT
2421
Thurston Springer Miller Herd & Titak
Indiana
$1.33M +$24.1K +42 +2%
RFP
2422
Root Financial Partners
California
$1.32M +$78.1K +136 +7%
AC
2423
Apella Capital
Connecticut
$1.32M +$370K +645 +44%
DSN
2424
D. Scott Neal
Kentucky
$1.32M +$6.32K +11 +0.5%
CWMS
2425
Cannon Wealth Management Services
North Carolina
$1.32M – – –
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