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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
3176
Fischer Financial Services
Pennsylvania
$360K – – –
SAM
3177
Seelaus Asset Management
New Jersey
$360K – – –
MG
3178
MilWealth Group
Wisconsin
$359K – – –
RWM
3179
Rolek Wealth Management
Pennsylvania
$359K +$47.7K +83 +17%
RB
3180
Richmond Brothers
Michigan
$358K -$124K -216 -27%
MAWAG
3181
Mid-American Wealth Advisory Group
Missouri
$358K -$115K -200 -26%
WAG
3182
Wiser Advisor Group
Arizona
$358K -$60.9K -106 -16%
OFG
3183
Orcam Financial Group
California
$357K – – –
AIM
3184
Alhambra Investment Management
Florida
$357K +$97.6K +170 +42%
AWM
3185
Atticus Wealth Management
Florida
$355K +$257K +447 +358%
TIM
3186
Total Investment Management
Arizona
$355K -$4.02K -7 -1%
TWM
3187
TCFG Wealth Management
California
$355K +$328K +571 New
PAM
3188
Palisade Asset Management
Minnesota
$354K +$44.8K +78 +16%
APW
3189
Aventura Private Wealth
Florida
$354K – – –
TCMP
3190
Thrive Capital Management (Pennsylvania)
Pennsylvania
$353K +$326K +568 New
BLC
3191
Brown, Lisle/Cummings
Rhode Island
$352K +$272K +473 +503%
CCA
3192
Checchi Capital Advisers
California
$351K – – –
HWA
3193
Hillcrest Wealth Advisors
New Jersey
$351K – – –
LI
3194
LRI Investments
Florida
$350K +$279K +486 +623%
CPA
3195
Cathy Pareto & Associates
Florida
$350K -$24.1K -42 -7%
AIA
3196
Allied Investment Advisors
Montana
$350K -$36.7K -64 -10%
TBT
3197
Texas Bank & Trust
Texas
$350K – – –
MWM
3198
Maltin Wealth Management
New Jersey
$349K -$4.59K -8 -1%
AC
3199
Attessa Capital
Arizona
$347K +$20.7K +36 +7%
JFL
3200
Jarislowsky, Fraser Ltd
Quebec, Canada
$346K – – –
126 127
128
129 130