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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2926
Beacon Financial Strategies
North Carolina
$544K – – –
RCM
2927
Richardson Capital Management
Wisconsin
$544K – – –
CRWM
2928
Castle Rock Wealth Management
California
$543K -$27.2K -46 -5%
AGA
2929
Arkos Global Advisors
Texas
$542K -$298K -503 -35%
FFA
2930
Frazier Financial Advisors
Ohio
$541K +$198K +334 +57%
HWM
2931
HRC Wealth Management
Idaho
$540K +$204K +345 +60%
GWSA
2932
Global Wealth Strategies & Associates
Colorado
$536K – – –
HWMO
2933
Heritage Wealth Management (Ohio)
Ohio
$536K – – –
JWM
2934
Jacksonville Wealth Management
Florida
$535K +$537K +908 New
LCM
2935
LVM Capital Management
Michigan
$532K +$197K +332 +58%
TFG
2936
Team Financial Group
California
$531K +$7.7K +13 +1%
FCCM
2937
First City Capital Management
Georgia
$531K – – –
NQWM
2938
Northwest Quadrant Wealth Management
Oregon
$530K +$533K +901 New
NWA
2939
Navis Wealth Advisors
New York
$530K +$9.47K +16 +2%
WH
2940
Willner & Heller
California
$530K -$18.9K -32 -3%
M
2941
MATAURO
New York
$530K +$533K +900 New
CCA
2942
Cravens & Co Advisors
Tennessee
$530K – – –
AAS
2943
AdviceOne Advisory Services
Connecticut
$529K +$532K +899 New
MWM
2944
Mascagni Wealth Management
Mississippi
$527K +$555K +938 New
RCG
2945
Regatta Capital Group
California
$527K -$3.55K -6 -0.7%
FSG
2946
Financial Strategies Group
Michigan
$523K – – –
PCM
2947
Pointe Capital Management
Michigan
$523K – – –
LWM
2948
Lodestone Wealth Management
Washington
$522K – – –
NA
2949
Nordwand Advisors
Pennsylvania
$521K – – –
MAWAG
2950
Mid-American Wealth Advisory Group
Missouri
$519K +$107K +180 +26%
116 117
118
119 120