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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
3226
Vertrix Wealth Management
Michigan
$544K +$569K +833 New
BWM
3227
Brickley Wealth Management
California
$544K – – –
WCM
3228
Whitener Capital Management
North Carolina
$543K -$44.4K -65 -7%
FFL
3229
Financial Freedom LLC
Ohio
$543K +$273K +400 +93%
TFP
3230
Traction Financial Partners
Wyoming
$542K -$6.83K -10 -1%
AC
3231
Annandale Capital
Texas
$542K – – –
NFG
3232
Northbridge Financial Group
Florida
$541K -$41K -60 -7%
VV
3233
Verity & Verity
South Carolina
$539K -$140K -205 -20%
RCS
3234
Retirement Capital Strategies
California
$538K – – –
APW
3235
Aventura Private Wealth
Florida
$536K +$163K +238 +41%
NWWA
3236
New Wave Wealth Advisors
Arkansas
$535K +$269K +394 +93%
AFC
3237
Ares Financial Consulting
California
$534K +$15K +22 +3%
TA
3238
TPG Advisors
Illinois
$533K -$2.05K -3 -0.4%
BPAMU
3239
BTG Pactual Asset Management US
New York
$532K -$63.5K -93 -10%
QFA
3240
Quantum Financial Advisors
California
$530K – – –
TWM
3241
TCFG Wealth Management
California
$530K +$181K +265 +49%
TIA
3242
TCFG Investment Advisors
California
$530K +$552K +809 New
MIC
3243
Meridian Investment Counsel
California
$529K – – –
ORC
3244
O'Rourke & Company
Massachusetts
$529K -$165K -242 -23%
CB
3245
Chris Bulman
California
$527K +$47.1K +69 +9%
AHIA
3246
Andrew Hill Investment Advisors
Florida
$527K -$47.8K -70 -8%
PIN
3247
Prudent Investors Network
California
$526K +$31.4K +46 +6%
CP
3248
Castleview Partners
Texas
$526K -$44.4K -65 -7%
IF
3249
Integrity Financial
Wyoming
$525K +$28.7K +42 +6%
KHCM
3250
Kirtland Hills Capital Management
Ohio
$524K +$73.7K +108 +17%
128 129
130
131 132