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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2901
Mascagni Wealth Management
Mississippi
$582K – – –
PFS
2902
Prospect Financial Services
New York
$582K +$539K +938 New
BWM
2903
BCO Wealth Management
New Mexico
$581K – – –
M
2904
MATAURO
New York
$580K -$33.3K -58 -6%
AAS
2905
AdviceOne Advisory Services
Connecticut
$580K – – –
BC
2906
Brio Consultants
California
$579K +$20.1K +35 +4%
PCMM
2907
Piedmont Capital Management (Montana)
Montana
$578K +$13.2K +23 +3%
LFA
2908
Level Financial Advisors
New York
$578K – – –
SWM
2909
Silverlake Wealth Management
Vermont
$578K +$196K +341 +58%
SNBOSD
2910
Security National Bank of So Dak
Iowa
$577K -$658K -1,146 -55%
RFA
2911
Reyes Financial Architecture
California
$577K -$283K -493 -35%
RW
2912
RVW Wealth
California
$577K – – –
T
2913
Tidemark
California
$575K -$45.9K -80 -8%
CGH
2914
Crossmark Global Holdings
Texas
$574K – – –
TA
2915
TruWealth Advisors
Louisiana
$574K -$574 -1 -0.1%
BFS
2916
Beacon Financial Strategies
North Carolina
$574K – – –
MCP
2917
Mirador Capital Partners
California
$574K -$31.6K -55 -6%
MSWM
2918
Mowery & Schoenfeld Wealth Management
Illinois
$572K -$214K -372 -29%
RCM
2919
Richardson Capital Management
Wisconsin
$570K -$574 -1 -0.1%
MFG
2920
Monte Financial Group
Connecticut
$570K +$29.3K +51 +6%
NA
2921
Nestegg Advisors
New York
$570K -$93.6K -163 -15%
EFG
2922
Elm3 Financial Group
Georgia
$569K -$116K -202 -18%
WH
2923
Willner & Heller
California
$569K +$14.9K +26 +3%
HCMG
2924
Howard Capital Management Group
California
$568K +$37.9K +66 +8%
HC
2925
Hurley Capital
New York
$568K +$185K +322 +54%
115 116
117
118 119