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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3301
Challenger Wealth Management
California
$526K +$1.36K +2 +0.3%
VBA
3302
von Borstel & Associates
Oregon
$526K -$11.7M -17,219 -96%
VH
3303
Visionary Horizons
Tennessee
$526K -$657K -967 -56%
MIP
3304
Marietta Investment Partners
Wisconsin
$525K – – –
ARC
3305
Advisor Resource Council
Texas
$525K +$512K +754 New
CAM
3306
Columbia Asset Management
Michigan
$525K – – –
CWP
3307
CFM Wealth Partners
Texas
$524K -$175K -257 -25%
AMM
3308
American Money Management
California
$523K +$82.8K +122 +19%
IF
3309
Integrity Financial
Wyoming
$522K +$10.9K +16 +2%
PIN
3310
Prudent Investors Network
California
$520K +$123K +181 +31%
OFO
3311
OneAscent Family Office
Alabama
$519K -$5.43K -8 -1%
BFA
3312
Buttonwood Financial Advisors
Maryland
$519K -$6.11K -9 -1%
DPW
3313
DiNuzzo Private Wealth
Pennsylvania
$518K -$13.6K -20 -3%
FF
3314
Finley Financial
Nevada
$517K – – –
MLL
3315
Moody Lynn & Lieberson
Massachusetts
$516K +$6.79K +10 +1%
FCT
3316
Family Capital Trust
Massachusetts
$516K -$6.79K -10 -1%
RW
3317
RVW Wealth
California
$515K -$103K -151 -17%
BCAM
3318
Boston Common Asset Management
Massachusetts
$514K -$30.6K -45 -6%
NAMP
3319
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$514K – – –
PWG
3320
Private Wealth Group
Florida
$513K – – –
AWA
3321
Acorn Wealth Advisors
Michigan
$512K -$107K -157 -17%
AWP
3322
Axis Wealth Partners
Rhode Island
$510K -$6.11K -9 -1%
4WM
3323
44 Wealth Management
Oregon
$510K +$505K +744 New
GC
3324
Grange Capital
Oregon
$508K -$23.8K -35 -5%
RFW
3325
Rainier Family Wealth
Washington
$508K +$14.9K +22 +3%
131 132
133
134 135