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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
3251
Heritage Wealth Management (Ohio)
Ohio
$647K +$628K +863 New
DW30
3252
Drucker Wealth 3.0
New Jersey
$646K +$254K +349 +68%
CF
3253
Collier Financial
Colorado
$646K +$8.01K +11 +1%
CBT
3254
Crews Bank & Trust
Florida
$646K +$72.8K +100 +13%
VWA
3255
Valued Wealth Advisors
Utah
$645K +$109K +150 +21%
CNBT
3256
Cornerstone National Bank & Trust
Illinois
$642K – – –
HCMG
3257
Howard Capital Management Group
California
$641K – – –
DK
3258
David Kennon
Florida
$640K – – –
AAS
3259
AdviceOne Advisory Services
Connecticut
$640K -$226K -310 -27%
SHWM
3260
Smith & Howard Wealth Management
Georgia
$640K – – –
HIC
3261
Holderness Investments Company
North Carolina
$640K – – –
LCM
3262
LVM Capital Management
Michigan
$639K – – –
BWM
3263
Briggs Wealth Management
Connecticut
$639K -$1.46K -2 -0.2%
GSB
3264
Greenfield Savings Bank
Massachusetts
$638K – – –
DCM
3265
Davis Capital Management
Florida
$636K -$6.55K -9 -1%
AIS
3266
AM Investment Strategies
Tennessee
$635K – – –
FF
3267
Foundry Financial
California
$634K -$312K -428 -34%
HFA
3268
Highland Financial Advisors
New Jersey
$634K -$407K -559 -40%
RF
3269
RetireMitten Financial
Michigan
$634K -$31.3K -43 -5%
QFA
3270
Quantum Financial Advisors
California
$634K +$24.8K +34 +4%
SCM
3271
Sollinda Capital Management
Florida
$633K +$5.83K +8 +1%
FWM
3272
FLP Wealth Management
Arkansas
$631K +$311K +427 +103%
VCM
3273
Verde Capital Management
Michigan
$630K -$3.64K -5 -0.6%
RWM
3274
Rolek Wealth Management
Pennsylvania
$629K +$190K +261 +45%
MCIA
3275
Mountain Capital Investment Advisors
Colorado
$626K +$112K +154 +23%
129 130
131
132 133