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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2426
GGM Wealth Advisors
Maryland
$324K +$307K +729 New
NAMM
2427
NorthStar Asset Management (Massachusetts)
Massachusetts
$324K – – –
CFFP
2428
Center for Financial Planning
Michigan
$321K – – –
TWM
2429
TriaGen Wealth Management
California
$320K – – –
ANBT
2430
American National Bank & Trust
Texas
$320K – – –
CMP
2431
Coston McIsaac & Partners
Maine
$319K – – –
WOC
2432
West Oak Capital
California
$317K – – –
HTHT
2433
Hemenway Trust Hemenway Trust
New Hampshire
$316K +$31.6K +75 +12%
FWM
2434
FSA Wealth Management
Massachusetts
$316K +$421 +1 +0.1%
DK
2435
David Kennon
Florida
$314K +$53.9K +128 +22%
CIA
2436
Caerus Investment Advisors
Texas
$312K – – –
NC
2437
NBW Capital
Massachusetts
$312K -$121K -287 -29%
PCM
2438
Pointe Capital Management
Michigan
$311K – – –
RG
2439
Rathbones Group
United Kingdom
$311K – – –
BC
2440
Brio Consultants
California
$311K -$26.1K -62 -8%
BFIM
2441
Beese Fulmer Investment Management
Ohio
$310K +$843 +2 +0.3%
RBCM
2442
Raub Brock Capital Management
California
$310K +$5.06K +12 +2%
PHS
2443
Pekin Hardy Strauss
Illinois
$310K -$105K -250 -26%
IWP
2444
Insight Wealth Partners
Texas
$309K +$292K +694 New
SPWG
2445
Syntegra Private Wealth Group
Missouri
$309K -$283K -671 -49%
CWP
2446
Cyndeo Wealth Partners
Florida
$308K +$8.85K +21 +3%
LK
2447
Lumbard & Kellner
New Hampshire
$308K -$182K -431 -38%
OPPS
2448
Obsidian Personal Planning Solutions
Maryland
$306K +$290K +687 New
MSS
2449
Mitchell Sinkler & Starr
Pennsylvania
$306K – – –
NG
2450
NWK Group
California
$305K – – –
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