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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3251
Rolek Wealth Management
Pennsylvania
$629K +$190K +261 +45%
MCIA
3252
Mountain Capital Investment Advisors
Colorado
$626K +$112K +154 +23%
SCC
3253
Seal Cove Capital
California
$626K -$143K -197 -19%
BWM
3254
Brickley Wealth Management
California
$624K – – –
OPF
3255
Old Peak Finance
North Carolina
$622K -$62.6K -86 -9%
TFP
3256
Traction Financial Partners
Wyoming
$622K – – –
AC
3257
Annandale Capital
Texas
$621K – – –
BC
3258
Barnett & Company
Tennessee
$621K -$117K -160 -16%
TA
3259
TPG Advisors
Illinois
$619K +$7.28K +10 +1%
VV
3260
Verity & Verity
South Carolina
$618K – – –
LA
3261
LVW Advisors
New York
$618K -$10.9K -15 -2%
RCS
3262
Retirement Capital Strategies
California
$617K – – –
OFO
3263
OneAscent Family Office
Alabama
$616K +$47.3K +65 +9%
SPW
3264
Stillwater Private Wealth
Pennsylvania
$615K – – –
MWM
3265
Manske Wealth Management
Texas
$615K -$167K -230 -22%
NWWA
3266
New Wave Wealth Advisors
Arkansas
$613K – – –
SBWIC
3267
Schaper Benz & Wise Investment Counsel
Wisconsin
$613K +$240K +329 +67%
GWSA
3268
Global Wealth Strategies & Associates
Colorado
$611K -$26.2K -36 -4%
RW
3269
RVW Wealth
California
$610K -$28.4K -39 -5%
AFC
3270
Ares Financial Consulting
California
$609K +$1.46K +2 +0.2%
MP
3271
McDonald Partners
Ohio
$609K -$26.2K -36 -4%
BFF
3272
Byrne Financial Freedom
Massachusetts
$608K +$133K +182 +29%
ORC
3273
O'Rourke & Company
Massachusetts
$607K +$1.46K +2 +0.2%
RMC
3274
Ring Mountain Capital
California
$607K -$29.1K -40 -5%
MIC
3275
Meridian Investment Counsel
California
$607K – – –
129 130
131
132 133