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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
3101
Astoria Portfolio Advisors
New York
$368K +$404K +685 New
CFS
3102
CGC Financial Services
Oregon
$368K -$25.4K -43 -6%
AMM
3103
American Money Management
California
$365K +$79.7K +135 +26%
TIM
3104
Tevis Investment Management
Texas
$364K – – –
SFG
3105
Synergy Financial Group
California
$362K -$23.6K -40 -6%
WIM
3106
Waverton Investment Management
United Kingdom
$362K -$295K -500 -44%
AGP
3107
Aspire Growth Partners
Florida
$361K -$27.8K -47 -7%
FWM
3108
Foguth Wealth Management
Michigan
$361K +$379K +642 New
AT
3109
American Trust
Kentucky
$360K -$5.43M -9,189 -93%
CA
3110
Carson Advisory
Georgia
$360K – – –
VCM
3111
Verde Capital Management
Michigan
$360K +$1.18K +2 +0.3%
FCT
3112
Family Capital Trust
Massachusetts
$360K -$135K -229 -26%
TWM
3113
TriaGen Wealth Management
California
$356K – – –
LFA
3114
Lauterbach Financial Advisors
Texas
$356K – – –
IIA
3115
IPG Investment Advisors
California
$356K +$144K +244 +63%
FWM
3116
FLP Wealth Management
Arkansas
$356K -$37.8K -64 -9%
DW30
3117
Drucker Wealth 3.0
New Jersey
$355K -$57.9K -98 -13%
HFF
3118
Halter Ferguson Financial
Indiana
$355K +$1.18K +2 +0.3%
DOA
3119
D'Orazio & Associates
Virginia
$355K +$33.7K +57 +10%
EWA
3120
Evolution Wealth Advisors
Florida
$353K -$129K -219 -26%
AIA
3121
Allied Investment Advisors
Montana
$352K -$21.3K -36 -5%
LF
3122
LifeSteps Financial
California
$352K – – –
CCC
3123
Compass Capital Corp
Massachusetts
$352K +$1.18K +2 +0.3%
FPF
3124
First Pacific Financial
Washington
$351K – – –
WA
3125
Wambolt & Associates
Colorado
$351K -$37.2K -63 -9%
123 124
125
126 127