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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMP
3301
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$493K +$19.8K +29 +4%
WSA
3302
Wealth Science Advisors
Georgia
$492K – – –
BFA
3303
Buttonwood Financial Advisors
Maryland
$491K -$4.1K -6 -0.8%
MCIA
3304
Mountain Capital Investment Advisors
Colorado
$490K +$60.1K +88 +15%
BCAM
3305
Boston Common Asset Management
Massachusetts
$490K – – –
NAMP
3306
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$490K – – –
WWM
3307
Walser Wealth Management
Florida
$490K -$78.5K -115 -13%
PWG
3308
Private Wealth Group
Florida
$489K – – –
IA
3309
IMZ Advisory
Florida
$489K +$12.3K +18 +2%
CWD
3310
Clarity Wealth Development
Oregon
$483K – – –
GCWM
3311
Guided Capital Wealth Management
Texas
$481K – – –
PWA
3312
Primoris Wealth Advisors
Florida
$481K +$130K +190 +35%
LEFP
3313
Leading Edge Financial Planning
Tennessee
$480K +$27.3K +40 +6%
PPW
3314
Presilium Private Wealth
Pennsylvania
$480K +$140K +205 +39%
FPFC
3315
Financial Planning Fort Collins
Colorado
$479K +$456K +668 New
VH
3316
Visionary Horizons
Tennessee
$478K -$24.6K -36 -5%
LWM
3317
Luminvest Wealth Management
Arizona
$477K +$251K +368 +102%
WF
3318
Willow Financial
Arkansas
$477K – – –
RMCM
3319
Reynders McVeigh Capital Management
Massachusetts
$474K -$7.51K -11 -1%
SP
3320
Stablepoint Partners
Massachusetts
$473K +$92.2K +135 +23%
SIA
3321
Serenity Investment Advisors
Illinois
$473K +$137K +200 +46%
DWA
3322
Delos Wealth Advisors
Texas
$472K +$199K +291 +67%
CJ
3323
Caitlin John
Michigan
$472K – – –
CA
3324
Cannon Advisors
North Carolina
$472K +$683 +1 +0.1%
LAM
3325
Lewis Asset Management
California
$471K +$683 +1 +0.1%
131 132
133
134 135