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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3301
Primoris Wealth Advisors
Florida
$481K +$130K +190 +35%
LEFP
3302
Leading Edge Financial Planning
Tennessee
$480K +$27.3K +40 +6%
PPW
3303
Presilium Private Wealth
Pennsylvania
$480K +$140K +205 +39%
FPFC
3304
Financial Planning Fort Collins
Colorado
$479K +$456K +668 New
VH
3305
Visionary Horizons
Tennessee
$478K -$24.6K -36 -5%
LWM
3306
Luminvest Wealth Management
Arizona
$477K +$251K +368 +102%
WF
3307
Willow Financial
Arkansas
$477K – – –
RMCM
3308
Reynders McVeigh Capital Management
Massachusetts
$474K -$7.51K -11 -1%
SP
3309
Stablepoint Partners
Massachusetts
$473K +$92.2K +135 +23%
SIA
3310
Serenity Investment Advisors
Illinois
$473K +$137K +200 +46%
DWA
3311
Delos Wealth Advisors
Texas
$472K +$199K +291 +67%
CJ
3312
Caitlin John
Michigan
$472K – – –
CA
3313
Cannon Advisors
North Carolina
$472K +$683 +1 +0.1%
LAM
3314
Lewis Asset Management
California
$471K +$683 +1 +0.1%
RTC
3315
Riverview Trust Company
Washington
$470K – – –
SLT
3316
St Louis Trust
Missouri
$470K – – –
SWM
3317
Shepherd Wealth Management
Ohio
$470K +$241K +353 +120%
OHWP
3318
Oak Harbor Wealth Partners
North Carolina
$468K – – –
FCM
3319
Fogel Capital Management
Florida
$468K – – –
MSFP
3320
Mark Sheptoff Financial Planning
Connecticut
$468K -$97K -142 -18%
FLA
3321
Financial Life Advisors
Texas
$468K -$13K -19 -3%
CTC
3322
Cetera Trust Company
Minnesota
$467K – – –
SGWM
3323
Sterling Group Wealth Management
California
$467K – – –
BWS
3324
BFI Wealth Solutions
Texas
$466K – – –
OBGC
3325
O'Brien Greene & Co
Pennsylvania
$466K – – –
131 132
133
134 135