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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3151
Graybill Wealth Management
Illinois
$373K – – –
WG
3152
Watchman Group
Texas
$372K +$344K +599 New
JWM
3153
JPL Wealth Management
Colorado
$371K -$64.9K -113 -16%
CA
3154
Carson Advisory
Georgia
$370K -$25.8K -45 -7%
PC
3155
Permanens Capital
New York
$369K +$20.1K +35 +6%
MGIA
3156
Matthew Goff Investment Advisor
Texas
$368K – – –
SWM
3157
SFG Wealth Management
Maryland
$368K +$27.6K +48 +9%
HHWM
3158
Hiley Hunt Wealth Management
Nebraska
$367K +$574 +1 +0.2%
SP
3159
Stablepoint Partners
Massachusetts
$367K +$64.3K +112 +23%
CFGA
3160
Cambridge Financial Group (Arizona)
Arizona
$367K – – –
GSC
3161
G&S Capital
Colorado
$366K – – –
BCM
3162
Buckhead Capital Management
Georgia
$366K +$574 +1 +0.2%
DSC
3163
Duncker Streett & Co
Missouri
$365K – – –
SSWM
3164
Strait & Sound Wealth Management
California
$364K +$2.87K +5 +0.9%
DW30
3165
Drucker Wealth 3.0
New Jersey
$364K -$29.3K -51 -8%
FWM
3166
Foguth Wealth Management
Michigan
$364K -$32.2K -56 -9%
SH
3167
SLT Holdings
Arizona
$363K +$54.5K +95 +19%
EBSAM
3168
Eubel Brady & Suttman Asset Management
Ohio
$363K – – –
RFM
3169
Royal Fund Management
Florida
$363K +$1.15K +2 +0.3%
PWM
3170
Prentice Wealth Management
New York
$363K -$5.74K -10 -2%
AFS
3171
AFG Fiduciary Services
Massachusetts
$362K – – –
LIM
3172
Letson Investment Management
Georgia
$362K – – –
FFWA
3173
Forthright Family Wealth Advisory
Texas
$361K +$334K +582 New
AFA
3174
Alpha Financial Advisors
North Carolina
$361K -$348K -606 -51%
MBFW
3175
Morton Brown Family Wealth
Pennsylvania
$360K -$25.3K -44 -7%
125 126
127
128 129