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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2451
Peninsula Wealth
California
$331K +$1.34K +3 +0.4%
BIA
2452
Barry Investment Advisors
Massachusetts
$330K -$110K -247 -24%
FA
2453
Fagan Associates
New York
$329K – – –
MIP
2454
Marietta Investment Partners
Wisconsin
$329K – – –
MCM
2455
Manchester Capital Management
Vermont
$327K +$263K +587 +335%
RA
2456
Rockingstone Advisors
Massachusetts
$327K – – –
SPWG
2457
Syntegra Private Wealth Group
Missouri
$326K +$30K +67 +10%
PD
2458
Planning Directions
Pennsylvania
$326K +$60.8K +136 +22%
WAM
2459
WealthTrust Asset Management
Florida
$325K – – –
ACM
2460
Altrius Capital Management
North Carolina
$325K -$88.1K -197 -21%
SIC
2461
SJS Investment Consulting
Ohio
$324K -$91.7K -205 -21%
CWP
2462
Core Wealth Partners
California
$323K – – –
IC
2463
Innealta Capital
Texas
$323K – – –
NAMP
2464
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$322K +$335K +750 New
WWP
2465
Waypoint Wealth Partners
California
$322K +$335K +749 New
DA
2466
Dover Advisors
Virginia
$321K -$11.2K -25 -3%
BWM
2467
BlackDiamond Wealth Management
New York
$319K -$2.68K -6 -0.8%
BBI
2468
Baxter Bros Inc
Connecticut
$318K +$331K +741 New
FCT
2469
Family Capital Trust
Massachusetts
$317K +$125K +280 +61%
GWA
2470
GGM Wealth Advisors
Maryland
$315K – – –
SHFA
2471
SS&H Financial Advisors
Michigan
$314K +$327K +732 New
JWBC
2472
J.W. Burns & Co
New York
$314K – – –
BFA
2473
Bill Few Associates
Pennsylvania
$313K -$20.1K -45 -6%
HBT
2474
Hills Bank & Trust
Iowa
$313K -$5.82K -13 -2%
NAMM
2475
NorthStar Asset Management (Massachusetts)
Massachusetts
$312K – – –
97 98
99
100 101