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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3126
Shum Financial Group
California
$349K – – –
WKSWA
3127
White Knight Strategic Wealth Advisors
New Jersey
$348K -$390K -660 -52%
TPW
3128
TL Private Wealth
Texas
$348K +$1.18K +2 +0.3%
FDW
3129
Fourth Dimension Wealth
Ohio
$347K +$57.9K +98 +19%
NPAN
3130
Northeast Planning Associates NH
New Hampshire
$347K -$42.5K -72 -10%
RFS
3131
Richardson Financial Services
Massachusetts
$346K +$229K +388 +171%
IWP
3132
Invenio Wealth Partners
Florida
$345K – – –
POIA
3133
Pin Oak Investment Advisors
Texas
$344K – – –
LKIM
3134
Lawson Kroeker Investment Management
Nebraska
$344K – – –
LIA
3135
Lynx Investment Advisory
District of Columbia
$343K -$41.3K -70 -10%
IA
3136
Intellus Advisors
Florida
$342K – – –
CPW
3137
Cove Private Wealth
New York
$342K +$360K +609 New
SA
3138
SoundView Advisors
Washington
$342K +$591 +1 +0.2%
BCM
3139
BluePath Capital Management
Georgia
$341K -$56.1K -95 -14%
CP
3140
Castleview Partners
Texas
$341K -$20.7K -35 -5%
CPA
3141
Cathy Pareto & Associates
Florida
$340K -$141K -239 -28%
MCG
3142
McCollum Christoferson Group
New York
$340K – – –
KA
3143
Kearns & Associates
California
$340K – – –
SC
3144
Schiavi & Co
Delaware
$340K +$23.6K +40 +7%
HIS
3145
Horizon Investment Services
Indiana
$340K – – –
BF
3146
Brogan Financial
Tennessee
$339K +$1.18K +2 +0.3%
DC
3147
Defender Capital
North Carolina
$339K – – –
BWL
3148
Beacon Wealthcare LLC
North Carolina
$339K – – –
WN
3149
Williams & Novak
California
$339K – – –
FLA
3150
Financial Life Advisors
Texas
$338K – – –
124 125
126
127 128