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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3226
Shum Financial Group
California
$387K +$373K +579 New
PIN
3227
Prudent Investors Network
California
$387K +$372K +578 New
CPA
3228
Cathy Pareto & Associates
Florida
$387K +$9.66K +15 +3%
MG
3229
MilWealth Group
Wisconsin
$387K – – –
RWM
3230
Rolek Wealth Management
Pennsylvania
$387K – – –
WAG
3231
Wiser Advisor Group
Arizona
$386K +$644 +1 +0.2%
PEA
3232
Park Edge Advisors
Ohio
$386K -$27.1K -42 -7%
NMG
3233
New Millennium Group
Utah
$386K -$6.9M -10,707 -95%
LI
3234
LRI Investments
Florida
$385K +$7.73K +12 +2%
OFG
3235
Orcam Financial Group
California
$385K – – –
CFG
3236
Clayton Financial Group
Missouri
$385K +$157K +244 +74%
MAM
3237
Marotta Asset Management
Virginia
$384K +$107K +166 +41%
RL
3238
Retireful LLC
Michigan
$384K -$111K -172 -23%
LCM
3239
Leisure Capital Management
California
$381K +$22.5K +35 +7%
BLC
3240
Brown, Lisle/Cummings
Rhode Island
$379K – – –
TWM
3241
TCFG Wealth Management
California
$379K -$3.86K -6 -1%
MBFW
3242
Morton Brown Family Wealth
Pennsylvania
$379K -$9.02K -14 -2%
HWA
3243
Hillcrest Wealth Advisors
New Jersey
$379K – – –
VW
3244
Veridan Wealth
Oregon
$378K +$364K +565 New
KFS
3245
Kaizen Financial Strategies
California
$378K -$137K -212 -27%
MWM
3246
Maltin Wealth Management
New Jersey
$378K +$644 +1 +0.2%
AC
3247
Attessa Capital
Arizona
$374K – – –
AFA
3248
Alpha Financial Advisors
North Carolina
$374K -$14.8K -23 -4%
PD
3249
Planning Directions
Pennsylvania
$373K -$34.1K -53 -9%
AGP
3250
Aspire Growth Partners
Florida
$372K -$55.4K -86 -13%
128 129
130
131 132