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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFP
3151
White & Co Financial Planning
Washington
$369K +$371K +626 New
FPF
3152
First Pacific Financial
Washington
$368K +$166K +280 +81%
WFG
3153
Wills Financial Group
Virginia
$368K +$11.8K +20 +3%
MBFW
3154
Morton Brown Family Wealth
Pennsylvania
$367K +$185K +313 +101%
RAM
3155
Revere Asset Management
Texas
$367K +$58.6K +99 +19%
AC
3156
AIFG Consultants
New York
$366K +$1.18K +2 +0.3%
SFG
3157
Shum Financial Group
California
$365K – – –
BC
3158
Bowman & Company
Wisconsin
$365K +$3.55K +6 +1%
TIM
3159
Tevis Investment Management
Texas
$364K +$366K +619 New
BFWM
3160
Bright Futures Wealth Management
New York
$364K +$40.8K +69 +13%
MG
3161
MilWealth Group
Wisconsin
$363K – – –
FFA
3162
Fortune Financial Advisors
Kansas
$363K – – –
RCA
3163
Ranch Capital Advisors
Florida
$362K +$74K +125 +26%
CI
3164
Carroll Investors
South Carolina
$361K -$14.8K -25 -4%
IWP
3165
Invenio Wealth Partners
Florida
$361K -$5.92K -10 -2%
LKIM
3166
Lawson Kroeker Investment Management
Nebraska
$360K +$362K +612 New
FFS
3167
Fischer Financial Services
Pennsylvania
$360K +$362K +611 New
VNIM
3168
Vaughan Nelson Investment Management
Texas
$359K +$127K +215 +54%
IA
3169
Intellus Advisors
Florida
$359K +$360K +609 New
SA
3170
Shilanski & Associates
Alaska
$358K +$360K +609 New
MGIA
3171
Matthew Goff Investment Advisor
Texas
$358K -$6.51K -11 -2%
WCM
3172
Westend Capital Management
California
$358K -$35.5K -60 -9%
PWM
3173
Prentice Wealth Management
New York
$358K -$3.55K -6 -1%
SA
3174
SoundView Advisors
Washington
$357K +$360K +608 New
MCG
3175
McCollum Christoferson Group
New York
$356K – – –
125 126
127
128 129