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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
3226
Aventura Private Wealth
Florida
$390K +$7.73K +12 +2%
DW30
3227
Drucker Wealth 3.0
New Jersey
$389K – – –
TCMP
3228
Thrive Capital Management (Pennsylvania)
Pennsylvania
$388K +$7.73K +12 +2%
SAM
3229
Seelaus Asset Management
New Jersey
$388K – – –
BWM
3230
BlackDiamond Wealth Management
New York
$388K +$50.9K +79 +16%
SFG
3231
Shum Financial Group
California
$387K +$373K +579 New
PIN
3232
Prudent Investors Network
California
$387K +$372K +578 New
CPA
3233
Cathy Pareto & Associates
Florida
$387K +$9.66K +15 +3%
MG
3234
MilWealth Group
Wisconsin
$387K – – –
RWM
3235
Rolek Wealth Management
Pennsylvania
$387K – – –
WAG
3236
Wiser Advisor Group
Arizona
$386K +$644 +1 +0.2%
PEA
3237
Park Edge Advisors
Ohio
$386K -$27.1K -42 -7%
NMG
3238
New Millennium Group
Utah
$386K -$6.9M -10,707 -95%
LI
3239
LRI Investments
Florida
$385K +$7.73K +12 +2%
OFG
3240
Orcam Financial Group
California
$385K – – –
CFG
3241
Clayton Financial Group
Missouri
$385K +$157K +244 +74%
MAM
3242
Marotta Asset Management
Virginia
$384K +$107K +166 +41%
RL
3243
Retireful LLC
Michigan
$384K -$111K -172 -23%
LCM
3244
Leisure Capital Management
California
$381K +$22.5K +35 +7%
BLC
3245
Brown, Lisle/Cummings
Rhode Island
$379K – – –
TWM
3246
TCFG Wealth Management
California
$379K -$3.86K -6 -1%
MBFW
3247
Morton Brown Family Wealth
Pennsylvania
$379K -$9.02K -14 -2%
HWA
3248
Hillcrest Wealth Advisors
New Jersey
$379K – – –
VW
3249
Veridan Wealth
Oregon
$378K +$364K +565 New
KFS
3250
Kaizen Financial Strategies
California
$378K -$137K -212 -27%
128 129
130
131 132