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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
3276
J.W. Burns & Co
New York
$548K +$27.8K +41 +5%
MCFP
3277
Mallini Complete Financial Planning
Florida
$548K – – –
SPWG
3278
Sage Private Wealth Group
Illinois
$547K -$2.72K -4 -0.5%
PAA
3279
Peregrine Asset Advisers
Oregon
$547K -$54.3K -80 -9%
CFG
3280
Compass Financial Group
Ohio
$547K +$542K +798 New
BI
3281
Beckerman Institutional
New Jersey
$546K – – –
BS
3282
BCI Securities
Florida
$545K +$540K +795 New
CFS
3283
CGC Financial Services
Oregon
$544K +$79.5K +117 +17%
FWM
3284
Foguth Wealth Management
Michigan
$543K +$537K +791 New
FLFS
3285
Family Legacy Financial Solutions
North Carolina
$543K – – –
SPWG
3286
Syntegra Private Wealth Group
Missouri
$543K +$11.5K +17 +2%
LJHT
3287
Laurie J. Hall Trustee
$542K – – –
UA
3288
URS Advisory
Florida
$541K +$536K +789 New
TFG
3289
Taylor Financial Group
Virginia
$540K -$679 -1 -0.1%
AFC
3290
Ares Financial Consulting
California
$540K +$536K +789 New
NA
3291
Nestegg Advisors
New York
$540K -$95.7K -141 -15%
MSFP
3292
Mark Sheptoff Financial Planning
Connecticut
$538K -$85.6K -126 -14%
CNTOF
3293
Canandaigua National Trust of Florida
New York
$536K – – –
RWB
3294
RMR Wealth Builders
New Jersey
$535K +$10.9K +16 +2%
TWM
3295
Trevian Wealth Management
Massachusetts
$534K -$8.15K -12 -2%
ESBC
3296
E.S. Barr & Co
Kentucky
$533K +$59.8K +88 +13%
OC
3297
Optima Capital
Oregon
$532K +$170K +250 +47%
PFA
3298
Petra Financial Advisors
Colorado
$532K -$23.8K -35 -4%
WW
3299
Westshore Wealth
California
$530K +$7.47K +11 +1%
NCM
3300
Noesis Capital Mangement
Florida
$530K -$25.1K -37 -5%
130 131
132
133 134