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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3126
Passive Capital Management
Maryland
$623K -$45.1K -66 -6%
PGAM
3127
Princeton Global Asset Management
New Jersey
$622K -$672K -984 -51%
SFGM
3128
Stonebridge Financial Group (Missouri)
Missouri
$620K +$2.05K +3 +0.3%
CA
3129
Cambridge Advisors
Nebraska
$619K – – –
LWM
3130
LJI Wealth Management
Indiana
$618K -$140K -205 -18%
NG
3131
Northstar Group
New York
$617K – – –
HIM
3132
Harbour Investment Management
Washington
$615K – – –
TWM
3133
Timmons Wealth Management
Massachusetts
$614K -$4.78K -7 -0.7%
DF
3134
DecisionPoint Financial
Arizona
$613K – – –
BWM
3135
BCO Wealth Management
New Mexico
$611K – – –
WWA
3136
Wealth Watch Advisors
Colorado
$610K +$56K +82 +10%
GSC
3137
G&S Capital
Colorado
$610K -$88.8K -130 -12%
VPWA
3138
Vestia Personal Wealth Advisors
Indiana
$608K +$14.3K +21 +2%
GSF
3139
Grove Street Fiduciary
New Hampshire
$606K – – –
BFS
3140
Beacon Financial Strategies
North Carolina
$604K – – –
MSWM
3141
Mowery & Schoenfeld Wealth Management
Illinois
$602K -$21.9K -32 -3%
DWA
3142
Dougherty Wealth Advisers
Minnesota
$602K – – –
AWM
3143
Austin Wealth Management
Texas
$601K -$118K -173 -16%
PMG
3144
Private Management Group
California
$599K – – –
OPF
3145
Old Peak Finance
North Carolina
$599K – – –
MPCG
3146
Matrix Private Capital Group
New York
$598K +$683 +1 +0.1%
ACIM
3147
Azimuth Capital Investment Management
Michigan
$596K +$13.7K +20 +2%
SFG
3148
Synergy Financial Group
California
$596K +$177K +259 +40%
AGA
3149
Arkos Global Advisors
Texas
$596K -$2.73K -4 -0.4%
AMBIA
3150
Allen Mooney & Barnes Investment Advisors
Georgia
$595K – – –
124 125
126
127 128