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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
2601
IPG Investment Advisors
California
$207K +$196K +464 New
MHR
2602
Matthew Hamilton Rosenberg
$206K -$357K -848 -65%
MAWCM
2603
Mine & Arao Wealth Creation & Management
California
$206K – – –
CICI
2604
Capital Investment Counsel Inc
North Carolina
$205K +$194K +461 New
BEW
2605
Burton Enright Welch
California
$205K +$193K +459 New
EWS
2606
Evergreen Wealth Solutions
Pennsylvania
$205K -$179K -424 -48%
FCT
2607
Family Capital Trust
Massachusetts
$204K – – –
WEPOG
2608
Wealth Enhancement & Preservation of GA
Georgia
$203K +$192K +456 New
RI
2609
Rinkey Investments
California
$203K +$192K +456 New
SDH
2610
Sloy Dahl & Holst
Washington
$201K +$190K +451 New
VCM
2611
Versant Capital Management
Arizona
$201K – – –
HAS
2612
HBW Advisory Services
California
$201K +$190K +450 New
DAC
2613
Dividend Assets Capital
South Carolina
$199K -$26.6K -63 -12%
MM
2614
Main Management
California
$198K -$1.26K -3 -0.7%
GWM
2615
Grand Wealth Management
Michigan
$196K -$97.8K -232 -35%
GWANC
2616
Guardian Wealth Advisors (North Carolina)
North Carolina
$190K +$3.37K +8 +2%
CCP
2617
Carmel Capital Partners
California
$189K – – –
SIM
2618
Strategic Investment Management
Virginia
$187K – – –
VNIM
2619
Vaughan Nelson Investment Management
Texas
$185K – – –
HCM
2620
Hillman Capital Management
Maryland
$177K – – –
AWA
2621
Alaska Wealth Advisors
Alaska
$172K +$161K +381 +7,620%
PWM
2622
Provident Wealth Management
Tennessee
$170K -$16.4K -39 -9%
IPW
2623
Impact Partnership Wealth
Georgia
$162K +$153K +364 New
AWM
2624
Aspire Wealth Management
Massachusetts
$158K – – –
FPF
2625
First Pacific Financial
Washington
$153K +$145K +343 New
103 104
105
106 107