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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2901
Hillman Capital Management
Maryland
$185K -$4.92K -11 -3%
BGA
2902
Battery Global Advisors
Massachusetts
$178K +$167K +372 New
DAC
2903
Dividend Assets Capital
South Carolina
$171K – – –
SFA
2904
Semmax Financial Advisors
North Carolina
$170K +$20.6K +46 +16%
AWM
2905
Aspire Wealth Management
Massachusetts
$170K – – –
CAM
2906
Clarity Asset Management
Iowa
$167K +$157K +350 New
SPIS
2907
Steward Partners Investment Solutions
Oregon
$165K +$155K +346 New
RAM
2908
Riggs Asset Management
Pennsylvania
$163K -$15.7K -35 -9%
IF
2909
Integrity Financial
Wyoming
$162K – – –
VWA
2910
Valued Wealth Advisors
Utah
$161K +$168K +376 New
FCG
2911
Financial Connections Group
California
$158K +$148K +331 New
GWSA
2912
Global Wealth Strategies & Associates
Colorado
$158K – – –
RPCA
2913
Running Point Capital Advisors
California
$154K – – –
BCP
2914
Blue Chip Partners
Michigan
$153K -$94.4K -211 -40%
PCWA
2915
Pacific Capital Wealth Advisors
California
$149K +$139K +311 New
CQS
2916
Credential Qtrade Securities
$148K – – –
EPW
2917
Evergreen Private Wealth
Colorado
$144K +$135K +301 New
GWANC
2918
Guardian Wealth Advisors (North Carolina)
North Carolina
$144K -$21K -47 -14%
BCM
2919
Blume Capital Management
California
$143K -$67.1K -150 -33%
RCM
2920
Richardson Capital Management
Wisconsin
$143K +$134K +300 New
TSW
2921
Thompson Siegel & Walmsley
Virginia
$143K – – –
BWM
2922
BKM Wealth Management
Wisconsin
$142K +$133K +298 New
DWA
2923
Delos Wealth Advisors
Texas
$139K – – –
MIM
2924
MTM Investment Management
South Carolina
$138K – – –
RF
2925
Robbins Farley
New Hampshire
$134K – – –
115 116
117
118 119