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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2926
Pointe Capital Management
Michigan
$499K – – –
LWM
2927
Lodestone Wealth Management
Washington
$498K – – –
WA
2928
WestEnd Advisors
North Carolina
$495K -$407K -689 -44%
SCM
2929
Sollinda Capital Management
Florida
$492K -$2.36K -4 -0.5%
CWM
2930
Challenger Wealth Management
California
$492K +$1.77K +3 +0.3%
CP
2931
Covenant Partners
Tennessee
$492K – – –
AIM
2932
Avity Investment Management
Connecticut
$492K +$3.54K +6 +0.7%
HWMO
2933
Heritage Wealth Management (Ohio)
Ohio
$491K -$21.8K -37 -4%
RCS
2934
Retirement Capital Strategies
California
$491K +$1.77K +3 +0.3%
GWA
2935
GGM Wealth Advisors
Maryland
$490K +$2.95K +5 +0.6%
USB
2936
Union Savings Bank
Connecticut
$489K – – –
PPWM
2937
Perissos Private Wealth Management
Oklahoma
$489K +$514K +870 New
DCM
2938
Davis Capital Management
Florida
$487K +$14.2K +24 +3%
WCM
2939
Whitener Capital Management
North Carolina
$486K – – –
KWM
2940
Kiker Wealth Management
Georgia
$485K +$99.8K +169 +24%
WIM
2941
Warwick Investment Management
Texas
$485K – – –
FSG
2942
Financial Strategies Group
Michigan
$485K – – –
AZ
2943
Alpha Zero
Florida
$483K -$2.36K -4 -0.5%
BIG
2944
Brooklyn Investment Group
New York
$483K +$465K +787 +1,078%
IPA
2945
Investment Planning Advisors
Georgia
$483K – – –
HIC
2946
Holderness Investments Company
North Carolina
$480K – – –
MCIA
2947
Mountain Capital Investment Advisors
Colorado
$480K -$21.8K -37 -4%
GSB
2948
Greenfield Savings Bank
Massachusetts
$479K – – –
EGA
2949
Eagle Global Advisors
Texas
$479K +$94.5K +160 +23%
TFG
2950
Team Financial Group
California
$478K -$31.3K -53 -6%
116 117
118
119 120