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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
LEFP
3001
Leading Edge Financial Planning
Tennessee
$209K – – –
PCMC
3002
Planning Capital Management Corporation
Pennsylvania
$209K – – –
AAS
3003
Asset Allocation Strategies
Michigan
$209K +$200K +381 New
MBFW
3004
Morton Brown Family Wealth
Pennsylvania
$207K +$22.1K +42 +13%
SA
3005
Shilanski & Associates
Alaska
$207K +$199K +379 New
GTAM
3006
Global Trust Asset Management
Florida
$207K +$9.99K +19 +5%
EG
3007
Ellerson Group
Maryland
$205K -$39.4K -75 -17%
HWA
3008
Hillcrest Wealth Advisors
New Jersey
$205K +$197K +375 New
SCM
3009
Sterneck Capital Management
Missouri
$205K +$197K +375 New
KC
3010
Kinloch Capital
Virginia
$205K +$197K +374 New
GWM
3011
Grand Wealth Management
Michigan
$203K -$8.94K -17 -4%
PFP
3012
Paragon Financial Partners
California
$202K +$195K +370 New
ONSWM
3013
Old North State Wealth Management
North Carolina
$202K +$194K +368 New
MF
3014
Montis Financial
Massachusetts
$202K +$194K +369 New
AFM
3015
Abbot Financial Management
Massachusetts
$201K +$194K +368 New
DAC
3016
Dividend Assets Capital
South Carolina
$201K +$194K +368 New
PIA
3017
Powell Investment Advisors
Florida
$201K +$157K +298 +432%
EFP
3018
Elser Financial Planning
Indiana
$201K +$193K +367 New
GWSA
3019
Global Wealth Strategies & Associates
Colorado
$194K +$20K +38 +12%
RA
3020
Rise Advisors
New York
$193K +$7.89K +15 +4%
RAM
3021
Riggs Asset Management
Pennsylvania
$187K – – –
FCG
3022
Financial Connections Group
California
$181K +$174K +331 New
SFA
3023
Semmax Financial Advisors
North Carolina
$179K -$16.8K -32 -9%
BCP
3024
Blue Chip Partners
Michigan
$177K +$526 +1 +0.3%
PCWA
3025
Pacific Capital Wealth Advisors
California
$170K – – –
119 120
121
122 123