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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
2926
Mine & Arao Wealth Creation & Management
California
$545K -$592 -1 -0.1%
AWP
2927
Axis Wealth Partners
Rhode Island
$545K +$548K +925 New
TA
2928
TruWealth Advisors
Louisiana
$545K – – –
BFS
2929
Beacon Financial Strategies
North Carolina
$544K – – –
RCM
2930
Richardson Capital Management
Wisconsin
$544K – – –
CRWM
2931
Castle Rock Wealth Management
California
$543K -$27.2K -46 -5%
AGA
2932
Arkos Global Advisors
Texas
$542K -$298K -503 -35%
FFA
2933
Frazier Financial Advisors
Ohio
$541K +$198K +334 +57%
HWM
2934
HRC Wealth Management
Idaho
$540K +$204K +345 +60%
GWSA
2935
Global Wealth Strategies & Associates
Colorado
$536K – – –
HWMO
2936
Heritage Wealth Management (Ohio)
Ohio
$536K – – –
JWM
2937
Jacksonville Wealth Management
Florida
$535K +$537K +908 New
LCM
2938
LVM Capital Management
Michigan
$532K +$197K +332 +58%
TFG
2939
Team Financial Group
California
$531K +$7.7K +13 +1%
FCCM
2940
First City Capital Management
Georgia
$531K – – –
NQWM
2941
Northwest Quadrant Wealth Management
Oregon
$530K +$533K +901 New
NWA
2942
Navis Wealth Advisors
New York
$530K +$9.47K +16 +2%
WH
2943
Willner & Heller
California
$530K -$18.9K -32 -3%
M
2944
MATAURO
New York
$530K +$533K +900 New
CCA
2945
Cravens & Co Advisors
Tennessee
$530K – – –
AAS
2946
AdviceOne Advisory Services
Connecticut
$529K +$532K +899 New
MWM
2947
Mascagni Wealth Management
Mississippi
$527K +$555K +938 New
RCG
2948
Regatta Capital Group
California
$527K -$3.55K -6 -0.7%
FSG
2949
Financial Strategies Group
Michigan
$523K – – –
PCM
2950
Pointe Capital Management
Michigan
$523K – – –
116 117
118
119 120