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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3176
Prentice Wealth Management
New York
$358K -$3.55K -6 -1%
SA
3177
SoundView Advisors
Washington
$357K +$360K +608 New
MCG
3178
McCollum Christoferson Group
New York
$356K – – –
KA
3179
Kearns & Associates
California
$356K – – –
HIS
3180
Horizon Investment Services
Indiana
$356K +$56.8K +96 +19%
PEA
3181
Park Edge Advisors
Ohio
$356K +$11.2K +19 +3%
BWL
3182
Beacon Wealthcare LLC
North Carolina
$355K -$20.7K -35 -5%
FLA
3183
Financial Life Advisors
Texas
$354K – – –
BF
3184
Brogan Financial
Tennessee
$354K +$1.18K +2 +0.3%
WN
3185
Williams & Novak
California
$354K -$34.3K -58 -9%
CBOR
3186
Community Bank of Raymore
Missouri
$353K – – –
DC
3187
Defender Capital
North Carolina
$353K – – –
SFP
3188
SwitchPoint Financial Planning
Utah
$353K +$355K +600 New
LEFP
3189
Leading Edge Financial Planning
Tennessee
$353K +$108K +182 +44%
AIC
3190
Argus Investors Counsel
New York
$351K -$1.18K -2 -0.3%
SFG
3191
SevenBridge Financial Group
Pennsylvania
$350K – – –
FIM
3192
Fernwood Investment Management
Massachusetts
$350K -$8.6M -14,534 -96%
SWIG
3193
Strategic Wealth Investment Group
Kentucky
$349K +$592 +1 +0.2%
GWA
3194
Gutierrez Wealth Advisory
Arkansas
$349K +$350K +592 New
AFS
3195
AFG Fiduciary Services
Massachusetts
$348K -$19.5K -33 -5%
CFGA
3196
Cambridge Financial Group (Arizona)
Arizona
$348K +$4.74K +8 +1%
GSC
3197
G&S Capital
Colorado
$347K – – –
SAM
3198
SignalPoint Asset Management
Missouri
$347K – – –
DSC
3199
Duncker Streett & Co
Missouri
$346K – – –
HHWM
3200
Hiley Hunt Wealth Management
Nebraska
$344K +$39.7K +67 +13%
126 127
128
129 130