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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2451
Northwest Capital Management
Oregon
$233K +$238K +517 New
SRC
2452
Shufro Rose & Co
New York
$232K – – –
AC
2453
Asio Capital
Kentucky
$231K +$196K +425 +708%
MCM
2454
McDonough Capital Management
Florida
$230K +$222K +482 New
WFO
2455
Wealthgate Family Office
Colorado
$229K – – –
BEI
2456
Benjamin Edwards Inc
Missouri
$229K +$12K +26 +6%
MIAS
2457
Mason Investment Advisory Services
Virginia
$228K – – –
STAS
2458
Strong Tower Advisory Services
Minnesota
$228K – – –
PCMM
2459
Piedmont Capital Management (Montana)
Montana
$228K +$220K +477 New
TYCC
2460
Texas Yale Capital Corp
Florida
$227K – – –
FWP
2461
Falcon Wealth Planning
California
$225K +$218K +472 New
MAG
2462
MRA Advisory Group
New Jersey
$223K -$158K -343 -42%
SCA
2463
STALEY CAPITAL ADVISERS
Pennsylvania
$223K – – –
EWS
2464
Evergreen Wealth Solutions
Pennsylvania
$223K +$215K +467 New
CIC
2465
Chilton Investment Company
Connecticut
$223K +$216K +468 New
PMG
2466
Private Management Group
California
$222K – – –
BFA
2467
Buttonwood Financial Advisors
Maryland
$221K +$213K +463 New
AP
2468
Americana Partners
Texas
$221K +$214K +464 New
NWM
2469
Northcape Wealth Management
New York
$221K +$214K +464 New
CWM
2470
Cedar Wealth Management
California
$220K -$73.3K -159 -26%
FFIC
2471
First Fiduciary Investment Counsel
Ohio
$220K -$461 -1 -0.2%
HBT
2472
Hills Bank & Trust
Iowa
$220K – – –
MBFW
2473
Morton Brown Family Wealth
Pennsylvania
$220K +$212K +461 New
AOWM
2474
Alpha Omega Wealth Management
Virginia
$219K – – –
AWM
2475
Aries Wealth Management
Maine
$218K +$210K +456 New
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99
100 101