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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2626
Impact Partnership Wealth
Georgia
$162K +$153K +364 New
AWM
2627
Aspire Wealth Management
Massachusetts
$158K – – –
FPF
2628
First Pacific Financial
Washington
$153K +$145K +343 New
2L
2629
25 LLC
Missouri
$153K -$2.53K -6 -2%
RAM
2630
Riggs Asset Management
Pennsylvania
$152K -$25.7K -61 -15%
TFA
2631
Transamerica Financial Advisors
Florida
$150K +$421 +1 +0.3%
DWA
2632
Delos Wealth Advisors
Texas
$147K – – –
GWSA
2633
Global Wealth Strategies & Associates
Colorado
$147K – – –
FCG
2634
Financial Connections Group
California
$147K – – –
CH
2635
Canton Hathaway
Rhode Island
$146K – – –
VCM
2636
Vigilant Capital Management
Maine
$145K -$275K -653 -67%
MIM
2637
MTM Investment Management
South Carolina
$144K – – –
RPCA
2638
Running Point Capital Advisors
California
$144K – – –
CQS
2639
Credential Qtrade Securities
$138K – – –
MTC
2640
Matrix Trust Company
Colorado
$137K +$20.2K +48 +18%
TSW
2641
Thompson Siegel & Walmsley
Virginia
$134K – – –
PAIM
2642
Punch & Associates Investment Management
Minnesota
$131K +$16K +38 +15%
AIM
2643
Anchor Investment Management
South Carolina
$130K – – –
BIA
2644
Bell Investment Advisors
California
$128K +$421 +1 +0.3%
RF
2645
Robbins Farley
New Hampshire
$125K – – –
PCTC
2646
Perkins Coie Trust Company
Washington
$122K +$52.7K +125 +84%
FFL
2647
Financial Freedom LLC
Ohio
$116K – – –
WWM
2648
Wolff Wiese Magana
California
$112K – – –
MCM
2649
Mill Capital Management
North Carolina
$111K – – –
AWM
2650
Ameliora Wealth Management
Switzerland
$104K – – –
104 105
106
107 108