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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
3326
Rooted Wealth Advisors
Illinois
$248K -$21.8K -37 -7%
PWM
3327
Partners Wealth Management
California
$247K – – –
TWP
3328
Tower Wealth Partners
Pennsylvania
$246K +$259K +438 New
FF
3329
Farnam Financial
Arizona
$246K -$47.8K -81 -16%
CMBA
3330
C.M. Bidwell & Associates
Hawaii
$246K – – –
SAM
3331
Synergy Asset Management
Washington
$246K +$190K +321 +277%
HWMC
3332
Heritage Wealth Management (California)
California
$245K – – –
OCPWS
3333
One Charles Private Wealth Services
Massachusetts
$245K – – –
DWAM
3334
Duncan Williams Asset Management
Tennessee
$245K +$591 +1 +0.2%
PF
3335
Prosperitas Financial
California
$244K +$50.8K +86 +25%
PSP
3336
Pacific Sage Partners
Washington
$243K – – –
PSFG
3337
Park Square Financial Group
Georgia
$243K +$139K +236 +120%
AC
3338
Addison Capital
Pennsylvania
$242K – – –
RW
3339
Ridgeline Wealth
Arizona
$242K – – –
OA
3340
Oxbow Advisors
Texas
$242K -$13K -22 -5%
FCFC
3341
First Citizens Financial Corp
Iowa
$242K +$5.32K +9 +2%
CFP
3342
Curran Financial Partners
South Carolina
$241K +$253K +429 New
CIC
3343
Chilton Investment Company
Connecticut
$240K – – –
M
3344
MYeCFO
California
$240K – – –
DWA
3345
Delos Wealth Advisors
Texas
$240K -$1.77K -3 -0.7%
TCTWM
3346
Three Cord True Wealth Management
Pennsylvania
$239K -$11.8K -20 -4%
VH
3347
Visionary Horizons
Tennessee
$238K +$41.3K +70 +20%
FMTCOCP
3348
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$238K -$125K -212 -33%
BWM
3349
BNC Wealth Management
Oregon
$238K -$599K -1,014 -71%
QFA
3350
Quattro Financial Advisors
Texas
$238K +$32.5K +55 +15%
132 133
134
135 136