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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2451
PBMares Wealth Management
Virginia
$1.28M -$257K -448 -18%
LI
2452
LifeWealth Investments
Florida
$1.28M +$119K +207 +11%
LBC
2453
Leigh Baldwin & Co
New York
$1.27M +$40.2K +70 +4%
AWP
2454
Accretive Wealth Partners
New Jersey
$1.26M – – –
SWA
2455
Sightline Wealth Advisors
Connecticut
$1.25M +$3.44K +6 +0.3%
PRI
2456
Prepared Retirement Institute
Pennsylvania
$1.25M -$127K -221 -10%
VIM
2457
Vista Investment Management
Pennsylvania
$1.25M -$4.59K -8 -0.4%
OLVIG
2458
Oliver Lagore Vanvalin Investment Group
Michigan
$1.25M +$1.27M +2,219 New
EF
2459
Elite Financial
Idaho
$1.24M +$402K +700 +56%
MS
2460
Madden Securities
Texas
$1.24M – – –
FIM
2461
FWL Investment Management
Texas
$1.24M -$168K -292 -13%
MFWP
2462
Mosaic Family Wealth Partners
Missouri
$1.24M -$397K -691 -26%
JF
2463
Joule Financial
Kentucky
$1.23M – – –
PWM
2464
Prosperity Wealth Management
California
$1.23M -$574 -1 -0.1%
LRIA
2465
Leonard Rickey Investment Advisors
Washington
$1.23M +$14.9K +26 +1%
LRWA
2466
Long Run Wealth Advisors
New York
$1.22M +$20.7K +36 +2%
AIFS
2467
A&I Financial Services
Colorado
$1.22M +$17.2K +30 +2%
KFC
2468
Klingenstein Fields & Co
New York
$1.22M -$280K -488 -20%
GFM
2469
GEN Financial Management
Minnesota
$1.22M -$260K -453 -19%
CRI
2470
Colonial River Investments
Virginia
$1.22M -$761K -1,325 -41%
ACM
2471
Ardent Capital Management
Ohio
$1.22M – – –
SW
2472
SMART Wealth
Nebraska
$1.22M +$203K +353 +22%
BWG
2473
Balanced Wealth Group
Ohio
$1.21M -$33.9K -59 -3%
BI
2474
Bradyco Inc
Massachusetts
$1.21M – – –
TNA
2475
True North Advisors
Texas
$1.21M -$357K -622 -24%
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