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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2751
Clearview Wealth Advisors
Oregon
$744K -$98.8K -172 -13%
BF
2752
Bonfire Financial
Colorado
$743K +$116K +202 +20%
VC
2753
Veracity Capital
Georgia
$741K -$244K -425 -26%
CPW
2754
Cove Private Wealth
New York
$740K +$335K +583 +96%
PPA
2755
Pacific Point Advisors
California
$738K +$14.9K +26 +2%
1WA
2756
180 Wealth Advisors
Washington
$734K -$236K -411 -26%
GWA
2757
Gutierrez Wealth Advisory
Arkansas
$731K -$28.1K -49 -4%
LSL
2758
Legacy Solutions LLC
Pennsylvania
$731K -$10.3K -18 -2%
AA
2759
Apriem Advisors
California
$728K +$50.5K +88 +8%
JTWM
2760
Jackson Thornton Wealth Management
Alabama
$727K +$392K +682 +141%
FI
2761
FWG Investments
Kentucky
$726K +$672K +1,170 New
AFO
2762
Arrowroot Family Office
California
$726K +$671K +1,169 New
SFS
2763
Stiles Financial Services
Minnesota
$726K +$574 +1 +0.1%
AI
2764
Axecap Investments
Ohio
$725K +$70.6K +123 +12%
LWM
2765
LJI Wealth Management
Indiana
$725K +$2.3K +4 +0.3%
FRA
2766
Front Row Advisors
California
$724K – – –
BF
2767
Blankinship & Foster
California
$723K -$16.7K -29 -2%
SFS
2768
Sharp Financial Services
Pennsylvania
$721K -$192K -335 -22%
ZIG
2769
Zuckerman Investment Group
Illinois
$721K +$18.9K +33 +3%
CWP
2770
CFM Wealth Partners
Texas
$721K -$19.5K -34 -3%
DA
2771
Dash Acquisitions
California
$721K – – –
CCM
2772
Colorado Capital Management
Colorado
$720K -$9.19K -16 -1%
HWM
2773
HRC Wealth Management
Idaho
$719K +$2.3K +4 +0.3%
TWD
2774
True Wealth Design
Ohio
$717K +$28.7K +50 +5%
AWA
2775
AmeriServ Wealth Advisors
Pennsylvania
$717K -$5.17K -9 -0.8%
109 110
111
112 113