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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BST
2451
Bath Savings Trust
Maine
$541K +$16.6K +37 +3%
FS
2452
Financial Symmetry
North Carolina
$537K +$504K +1,125 New
FM
2453
Foster & Motley
Ohio
$537K -$40.3K -90 -7%
AWM
2454
Activest Wealth Management
Florida
$535K +$4.48K +10 +0.9%
SLT
2455
St Louis Trust
Missouri
$535K – – –
RWS
2456
Resolute Wealth Strategies
Mississippi
$535K -$50.6K -113 -9%
BWM
2457
BNC Wealth Management
Oregon
$532K – – –
WMA
2458
West Michigan Advisors
Michigan
$530K -$49.7K -111 -9%
GWSG
2459
GPS Wealth Strategies Group
Colorado
$529K +$8.5K +19 +2%
MAWAG
2460
Mid-American Wealth Advisory Group
Missouri
$528K +$17K +38 +4%
AWM
2461
Aries Wealth Management
Maine
$528K +$495K +1,105 New
IPW
2462
IronBridge Private Wealth
Texas
$528K +$495K +1,105 New
AFG
2463
Albion Financial Group
Utah
$527K -$204K -456 -29%
FFWM
2464
Future Financial Wealth Management
Ohio
$526K – – –
RFN
2465
RDA Financial Network
Iowa
$526K +$142K +318 +41%
ZIG
2466
Zuckerman Investment Group
Illinois
$523K – – –
SEIA
2467
Signature Estate & Investment Advisors
California
$523K +$88.2K +197 +22%
CFA
2468
Capstone Financial Advisors
Illinois
$520K +$47.9K +107 +11%
LRPA
2469
L. Roy Papp & Associates
Arizona
$519K – – –
HCM
2470
HMS Capital Management
Tennessee
$519K -$19.2K -43 -4%
ST
2471
Spinnaker Trust
Maine
$519K – – –
MP
2472
McDonald Partners
Ohio
$518K – – –
PT
2473
Plimoth Trust
Massachusetts
$516K -$88.2K -197 -15%
TPWM
2474
Twelve Points Wealth Management
Massachusetts
$516K -$43K -96 -8%
PA
2475
Probity Advisors
Texas
$516K -$36.3K -81 -7%
97 98
99
100 101