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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOMD
2451
First National Bank of Mount Dora
Florida
$694K +$101K +193 +18%
ERIM
2452
Eagle Ridge Investment Management
Connecticut
$694K -$1.05K -2 -0.2%
AWM
2453
Accurate Wealth Management
Florida
$694K +$42.1K +80 +7%
SWIG
2454
Strategic Wealth Investment Group
Kentucky
$691K +$662K +1,259 New
CB
2455
Chris Bulman
California
$691K +$664K +1,262 New
ACA
2456
Anchor Capital Advisors
Massachusetts
$688K +$26.8K +51 +4%
BST
2457
Bath Savings Trust
Maine
$685K +$85.7K +163 +15%
WA1
2458
Wimmer Associates 1
California
$684K – – –
LWM
2459
LongView Wealth Management
Georgia
$684K +$97.8K +186 +17%
TF
2460
Tenon Financial
New Jersey
$677K +$526 +1 +0.1%
MWM
2461
Mittelman Wealth Management
Massachusetts
$676K -$41.5K -79 -6%
KPP
2462
Kings Path Partners
Texas
$676K +$650K +1,236 New
BEW
2463
Burton Enright Welch
California
$676K -$526 -1 -0.1%
VWM
2464
VCI Wealth Management
Missouri
$670K +$114K +216 +21%
RFA
2465
Register Financial Advisors
Georgia
$670K -$2.1K -4 -0.3%
GF
2466
GGM Financials
Ohio
$670K +$644K +1,224 New
SDWIA
2467
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$668K +$93.6K +178 +17%
OBWP
2468
O'Brien Wealth Partners
Massachusetts
$668K -$6.84K -13 -1%
DLCIG
2469
D.L. Carlson Investment Group
New Hampshire
$667K – – –
FFG
2470
Fiduciary Financial Group
California
$667K +$617K +1,174 New
MC
2471
Martin & Co
Tennessee
$666K – – –
PIFP
2472
Partners in Financial Planning
Virginia
$664K – – –
SHWM
2473
Smith & Howard Wealth Management
Georgia
$662K -$2.1K -4 -0.3%
DBIA
2474
Dumont & Blake Investment Advisors
New Jersey
$662K +$343K +652 +117%
TWP
2475
Total Wealth Planning
Ohio
$661K -$432K -822 -41%
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99
100 101