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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
3101
Hamilton Wealth
California
$415K – – –
VPF
3102
Vantage Point Financial
Illinois
$414K +$3.44K +6 +0.9%
PAWA
3103
Palo Alto Wealth Advisors
California
$412K +$1.15K +2 +0.3%
SFG
3104
Synergy Financial Group
California
$410K +$9.19K +16 +2%
TPW
3105
TL Private Wealth
Texas
$407K -$25.3K -44 -6%
PC
3106
Promus Capital
Illinois
$407K – – –
GDP
3107
Great Diamond Partners
Maine
$402K +$371K +647 New
VBFP
3108
Valtinson Bruner Financial Planning
Minnesota
$401K +$144K +250 +63%
AGP
3109
Aspire Growth Partners
Florida
$399K +$1.15K +2 +0.3%
TFP
3110
Traction Financial Partners
Wyoming
$399K +$369K +642 New
DA
3111
Dover Advisors
Virginia
$397K -$43.1K -75 -10%
BCA
3112
Ballentine Capital Advisors
South Carolina
$396K -$21.2K -37 -5%
FCT
3113
Family Capital Trust
Massachusetts
$395K -$2.3K -4 -0.6%
SAM
3114
Sawgrass Asset Management
Florida
$394K +$365K +635 New
PFA
3115
Presper Financial Architects
Ohio
$394K +$365K +635 New
LFA
3116
Lauterbach Financial Advisors
Texas
$393K – – –
DOA
3117
D'Orazio & Associates
Virginia
$393K – – –
APW
3118
Aurora Private Wealth
New Jersey
$392K -$561K -977 -61%
SFS
3119
Security Financial Services
Indiana
$391K -$179K -311 -33%
HI
3120
Harper Investing
California
$390K +$361K +628 New
LF
3121
LifeSteps Financial
California
$389K – – –
KHCM
3122
Kirtland Hills Capital Management
Ohio
$389K +$360K +627 New
AMM
3123
American Money Management
California
$388K -$14.4K -25 -4%
KWM
3124
Kiker Wealth Management
Georgia
$388K -$137K -239 -28%
CFS
3125
CGC Financial Services
Oregon
$387K -$18.4K -32 -5%
123 124
125
126 127