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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
3151
Permanens Capital
New York
$369K +$20.1K +35 +6%
MGIA
3152
Matthew Goff Investment Advisor
Texas
$368K – – –
SWM
3153
SFG Wealth Management
Maryland
$368K +$27.6K +48 +9%
HHWM
3154
Hiley Hunt Wealth Management
Nebraska
$367K +$574 +1 +0.2%
SP
3155
Stablepoint Partners
Massachusetts
$367K +$64.3K +112 +23%
CFGA
3156
Cambridge Financial Group (Arizona)
Arizona
$367K – – –
GSC
3157
G&S Capital
Colorado
$366K – – –
BCM
3158
Buckhead Capital Management
Georgia
$366K +$574 +1 +0.2%
DSC
3159
Duncker Streett & Co
Missouri
$365K – – –
SSWM
3160
Strait & Sound Wealth Management
California
$364K +$2.87K +5 +0.9%
DW30
3161
Drucker Wealth 3.0
New Jersey
$364K -$29.3K -51 -8%
FWM
3162
Foguth Wealth Management
Michigan
$364K -$32.2K -56 -9%
SH
3163
SLT Holdings
Arizona
$363K +$54.5K +95 +19%
EBSAM
3164
Eubel Brady & Suttman Asset Management
Ohio
$363K – – –
RFM
3165
Royal Fund Management
Florida
$363K +$1.15K +2 +0.3%
PWM
3166
Prentice Wealth Management
New York
$363K -$5.74K -10 -2%
AFS
3167
AFG Fiduciary Services
Massachusetts
$362K – – –
LIM
3168
Letson Investment Management
Georgia
$362K – – –
FFWA
3169
Forthright Family Wealth Advisory
Texas
$361K +$334K +582 New
AFA
3170
Alpha Financial Advisors
North Carolina
$361K -$348K -606 -51%
MBFW
3171
Morton Brown Family Wealth
Pennsylvania
$360K -$25.3K -44 -7%
FFS
3172
Fischer Financial Services
Pennsylvania
$360K – – –
SAM
3173
Seelaus Asset Management
New Jersey
$360K – – –
MG
3174
MilWealth Group
Wisconsin
$359K – – –
RWM
3175
Rolek Wealth Management
Pennsylvania
$359K +$47.7K +83 +17%
125 126
127
128 129