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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
3226
Syntegra Private Wealth Group
Missouri
$648K -$3.64K -5 -0.6%
SFS
3227
Security Financial Services
Indiana
$648K +$170K +234 +37%
HWMO
3228
Heritage Wealth Management (Ohio)
Ohio
$647K +$628K +863 New
DW30
3229
Drucker Wealth 3.0
New Jersey
$646K +$254K +349 +68%
CF
3230
Collier Financial
Colorado
$646K +$8.01K +11 +1%
CBT
3231
Crews Bank & Trust
Florida
$646K +$72.8K +100 +13%
VWA
3232
Valued Wealth Advisors
Utah
$645K +$109K +150 +21%
CNBT
3233
Cornerstone National Bank & Trust
Illinois
$642K – – –
HCMG
3234
Howard Capital Management Group
California
$641K – – –
DK
3235
David Kennon
Florida
$640K – – –
AAS
3236
AdviceOne Advisory Services
Connecticut
$640K -$226K -310 -27%
SHWM
3237
Smith & Howard Wealth Management
Georgia
$640K – – –
HIC
3238
Holderness Investments Company
North Carolina
$640K – – –
LCM
3239
LVM Capital Management
Michigan
$639K – – –
BWM
3240
Briggs Wealth Management
Connecticut
$639K -$1.46K -2 -0.2%
GSB
3241
Greenfield Savings Bank
Massachusetts
$638K – – –
DCM
3242
Davis Capital Management
Florida
$636K -$6.55K -9 -1%
AIS
3243
AM Investment Strategies
Tennessee
$635K – – –
FF
3244
Foundry Financial
California
$634K -$312K -428 -34%
HFA
3245
Highland Financial Advisors
New Jersey
$634K -$407K -559 -40%
RF
3246
RetireMitten Financial
Michigan
$634K -$31.3K -43 -5%
QFA
3247
Quantum Financial Advisors
California
$634K +$24.8K +34 +4%
SCM
3248
Sollinda Capital Management
Florida
$633K +$5.83K +8 +1%
FWM
3249
FLP Wealth Management
Arkansas
$631K +$311K +427 +103%
VCM
3250
Verde Capital Management
Michigan
$630K -$3.64K -5 -0.6%
128 129
130
131 132