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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3101
Synergy Financial Group
California
$362K -$23.6K -40 -6%
WIM
3102
Waverton Investment Management
United Kingdom
$362K -$295K -500 -44%
AGP
3103
Aspire Growth Partners
Florida
$361K -$27.8K -47 -7%
FWM
3104
Foguth Wealth Management
Michigan
$361K +$379K +642 New
AT
3105
American Trust
Kentucky
$360K -$5.43M -9,189 -93%
CA
3106
Carson Advisory
Georgia
$360K – – –
VCM
3107
Verde Capital Management
Michigan
$360K +$1.18K +2 +0.3%
FCT
3108
Family Capital Trust
Massachusetts
$360K -$135K -229 -26%
TWM
3109
TriaGen Wealth Management
California
$356K – – –
LFA
3110
Lauterbach Financial Advisors
Texas
$356K – – –
IIA
3111
IPG Investment Advisors
California
$356K +$144K +244 +63%
FWM
3112
FLP Wealth Management
Arkansas
$356K -$37.8K -64 -9%
DW30
3113
Drucker Wealth 3.0
New Jersey
$355K -$57.9K -98 -13%
HFF
3114
Halter Ferguson Financial
Indiana
$355K +$1.18K +2 +0.3%
DOA
3115
D'Orazio & Associates
Virginia
$355K +$33.7K +57 +10%
EWA
3116
Evolution Wealth Advisors
Florida
$353K -$129K -219 -26%
AIA
3117
Allied Investment Advisors
Montana
$352K -$21.3K -36 -5%
LF
3118
LifeSteps Financial
California
$352K – – –
CCC
3119
Compass Capital Corp
Massachusetts
$352K +$1.18K +2 +0.3%
FPF
3120
First Pacific Financial
Washington
$351K – – –
WA
3121
Wambolt & Associates
Colorado
$351K -$37.2K -63 -9%
MBFW
3122
Morton Brown Family Wealth
Pennsylvania
$351K – – –
AC
3123
AIFG Consultants
New York
$350K – – –
ACA
3124
American Capital Advisory
Idaho
$350K -$20.7K -35 -5%
BC
3125
Bowman & Company
Wisconsin
$349K +$1.18K +2 +0.3%
123 124
125
126 127