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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
3326
Private Wealth Group
Florida
$513K – – –
AWA
3327
Acorn Wealth Advisors
Michigan
$512K -$107K -157 -17%
AWP
3328
Axis Wealth Partners
Rhode Island
$510K -$6.11K -9 -1%
4WM
3329
44 Wealth Management
Oregon
$510K +$505K +744 New
GC
3330
Grange Capital
Oregon
$508K -$23.8K -35 -5%
RFW
3331
Rainier Family Wealth
Washington
$508K +$14.9K +22 +3%
CWD
3332
Clarity Wealth Development
Oregon
$507K – – –
CB
3333
Chris Bulman
California
$505K +$679 +1 +0.1%
GCWM
3334
Guided Capital Wealth Management
Texas
$504K – – –
RMCM
3335
Reynders McVeigh Capital Management
Massachusetts
$504K -$61.1K -90 -11%
BBI
3336
Baxter Bros Inc
Connecticut
$503K – – –
FLA
3337
Financial Life Advisors
Texas
$503K +$81.5K +120 +20%
DAC
3338
Dutch Asset Corp
New York
$503K +$498K +733 New
CA
3339
Cannon Advisors
North Carolina
$501K -$1.24M -1,819 -72%
WF
3340
Willow Financial
Arkansas
$500K +$496K +730 New
IA
3341
IMZ Advisory
Florida
$500K +$11.5K +17 +2%
VWA
3342
Valued Wealth Advisors
Utah
$498K -$176K -259 -26%
EA
3343
Ellsworth Advisors
Ohio
$498K -$29.2K -43 -6%
CFSG
3344
Clark Financial Services Group
Missouri
$497K +$18.3K +27 +4%
GA
3345
GoalVest Advisory
New York
$497K +$219K +323 +80%
EFN
3346
Equita Financial Network
Pennsylvania
$497K -$152K -224 -24%
LF
3347
LifeSteps Financial
California
$497K -$8.83K -13 -2%
WWMP
3348
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$497K +$492K +725 New
VRM
3349
Vectors Research Management
New York
$496K – – –
CJ
3350
Caitlin John
Michigan
$495K +$122K +180 +33%
132 133
134
135 136