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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DL
3151
DOHJ LLC
Washington
$371K +$3.55K +6 +1%
BWM
3152
BlackDiamond Wealth Management
New York
$370K -$592 -1 -0.2%
LF
3153
LifeSteps Financial
California
$369K – – –
WCFP
3154
White & Co Financial Planning
Washington
$369K +$371K +626 New
FPF
3155
First Pacific Financial
Washington
$368K +$166K +280 +81%
WFG
3156
Wills Financial Group
Virginia
$368K +$11.8K +20 +3%
MBFW
3157
Morton Brown Family Wealth
Pennsylvania
$367K +$185K +313 +101%
RAM
3158
Revere Asset Management
Texas
$367K +$58.6K +99 +19%
AC
3159
AIFG Consultants
New York
$366K +$1.18K +2 +0.3%
SFG
3160
Shum Financial Group
California
$365K – – –
BC
3161
Bowman & Company
Wisconsin
$365K +$3.55K +6 +1%
TIM
3162
Tevis Investment Management
Texas
$364K +$366K +619 New
BFWM
3163
Bright Futures Wealth Management
New York
$364K +$40.8K +69 +13%
MG
3164
MilWealth Group
Wisconsin
$363K – – –
FFA
3165
Fortune Financial Advisors
Kansas
$363K – – –
RCA
3166
Ranch Capital Advisors
Florida
$362K +$74K +125 +26%
CI
3167
Carroll Investors
South Carolina
$361K -$14.8K -25 -4%
IWP
3168
Invenio Wealth Partners
Florida
$361K -$5.92K -10 -2%
LKIM
3169
Lawson Kroeker Investment Management
Nebraska
$360K +$362K +612 New
FFS
3170
Fischer Financial Services
Pennsylvania
$360K +$362K +611 New
VNIM
3171
Vaughan Nelson Investment Management
Texas
$359K +$127K +215 +54%
IA
3172
Intellus Advisors
Florida
$359K +$360K +609 New
SA
3173
Shilanski & Associates
Alaska
$358K +$360K +609 New
MGIA
3174
Matthew Goff Investment Advisor
Texas
$358K -$6.51K -11 -2%
WCM
3175
Westend Capital Management
California
$358K -$35.5K -60 -9%
125 126
127
128 129