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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
3051
Novak & Powell Financial Services
Florida
$689K +$140K +205 +24%
USWIA
3052
UP Strategic Wealth Investment Advisors
Pennsylvania
$687K -$20.5K -30 -3%
MWM
3053
Manske Wealth Management
Texas
$687K -$71.7K -105 -9%
MWM
3054
Mascagni Wealth Management
Mississippi
$687K – – –
TSWM
3055
Triangle Securities Wealth Management
North Carolina
$687K +$60.8K +89 +9%
WW
3056
Westshore Wealth
California
$686K +$188K +276 +36%
SOADOR
3057
State of Alaska Department of Revenue
Alaska
$685K -$382K -560 -35%
DA
3058
Dash Acquisitions
California
$684K -$8.19K -12 -1%
RC
3059
Resolute Capital
South Carolina
$684K -$8.88K -13 -1%
WSWA
3060
Warren Street Wealth Advisors
California
$683K – – –
BW
3061
Bravera Wealth
North Dakota
$683K +$78.5K +115 +12%
KJWM
3062
Kiley Juergens Wealth Management
Washington
$681K +$712K +1,042 New
PWS
3063
Pursuit Wealth Strategies
North Carolina
$680K +$683 +1 +0.1%
PF
3064
Parker Financial
Washington
$679K -$397K -582 -36%
GF
3065
GGM Financials
Ohio
$679K -$16.4K -24 -2%
AA
3066
Ahara Advisors
New Jersey
$678K -$96.3K -141 -12%
SL
3067
Summitry LLC
California
$677K -$308K -451 -30%
BW
3068
Balance Wealth
Ohio
$676K -$64.2K -94 -8%
SCC
3069
Seal Cove Capital
California
$675K – – –
JSC
3070
Jackson Square Capital
California
$675K – – –
WG
3071
Wellington Group
Indiana
$673K +$81.3K +119 +13%
MCM
3072
Mattern Capital Management
Colorado
$673K +$482K +706 +218%
HAIM
3073
Hunter Associates Investment Management
Pennsylvania
$671K -$3.41K -5 -0.5%
AIS
3074
American Investment Services
Massachusetts
$669K -$4.1K -6 -0.6%
VWA
3075
VSM Wealth Advisory
Maryland
$668K -$197K -289 -22%
121 122
123
124 125