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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
3276
Bravias Capital Group
New Jersey
$297K +$291K +492 New
YCM
3277
Yousif Capital Management
Michigan
$297K – – –
KRW
3278
Kaufman Rossin Wealth
Florida
$297K +$298K +504 New
RSVP
3279
Ramsay Stattman Vela & Price
Colorado
$296K +$13.6K +23 +5%
EWS
3280
Evergreen Wealth Solutions
Pennsylvania
$296K +$56.8K +96 +24%
SC
3281
Schulhoff & Co
Ohio
$296K – – –
XWM
3282
Xcel Wealth Management
Florida
$295K +$8.88K +15 +3%
BC
3283
Belmont Capital
California
$294K – – –
LB
3284
Legacy Bridge
Iowa
$294K – – –
BWS
3285
Broadway Wealth Solutions
Texas
$294K +$296K +500 New
HWMT
3286
Heritage Wealth Management (Texas)
Texas
$294K -$148K -250 -33%
CFGSD
3287
Compass Financial Group (South Dakota)
South Dakota
$294K +$22.5K +38 +8%
SIAP
3288
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$293K -$50.3K -85 -15%
PAM
3289
Palisade Asset Management
Minnesota
$292K -$26K -44 -8%
HNWAG
3290
High Net Worth Advisory Group
Florida
$291K -$8.29K -14 -3%
ATI
3291
ARK & TLK Investments
Oklahoma
$290K +$291K +492 New
MCA
3292
Midwest Capital Advisors
Michigan
$290K +$291K +492 New
AWA
3293
Acorn Wealth Advisors
Michigan
$289K -$30.2K -51 -9%
AAIM
3294
Asset Advisors Investment Management
Georgia
$288K – – –
SH
3295
SLT Holdings
Arizona
$288K +$290K +490 New
WWA
3296
Wisconsin Wealth Advisors
Wisconsin
$288K +$289K +489 New
WFS
3297
Walker Financial Services
Kentucky
$288K -$592 -1 -0.2%
RWM
3298
Rolek Wealth Management
Pennsylvania
$287K +$289K +488 New
MM
3299
Main Management
California
$287K +$89.4K +151 +45%
WTFG
3300
Wood Tarver Financial Group
Idaho
$286K +$288K +487 New
130 131
132
133 134