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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
3351
Providence First Trust
Arizona
$236K – – –
OPOWM
3352
One Plus One Wealth Management
Florida
$236K +$32.5K +55 +15%
WF
3353
WoodTrust Financial
Wisconsin
$235K -$61.4K -104 -20%
ACM
3354
Altrius Capital Management
North Carolina
$234K -$10.6K -18 -4%
AG
3355
Advocate Group
Minnesota
$233K – – –
FI
3356
Financial Insights
Washington
$233K +$245K +415 New
MFG
3357
Marmo Financial Group
Tennessee
$232K +$591 +1 +0.2%
HWM
3358
Hobbs Wealth Management
Indiana
$232K -$32.5K -55 -12%
RFW
3359
Rainier Family Wealth
Washington
$232K +$17.7K +30 +8%
CRFG
3360
Columbia River Financial Group
Washington
$232K -$21.3K -36 -8%
SIM
3361
Strategic Investment Management
Virginia
$232K -$47.9M -81,060 -99%
SRB
3362
Shotwell Rutter Baer
Michigan
$231K -$12.4K -21 -4%
DFG
3363
Dupree Financial Group
Kentucky
$231K +$243K +412 New
IA
3364
IFG Advisors
Missouri
$231K – – –
TPW
3365
Transatlantique Private Wealth
New York
$231K +$243K +411 New
CWA
3366
CJM Wealth Advisers
Virginia
$230K – – –
PAG
3367
Poinciana Advisors Group
Florida
$229K – – –
APW
3368
Axim Planning & Wealth
Ohio
$229K -$93.9K -159 -28%
IPW
3369
Inlet Private Wealth
Florida
$228K +$240K +406 New
ACP
3370
Aveo Capital Partners
Colorado
$228K -$39.4M -66,757 -99%
AMG
3371
Advisors Management Group
Wisconsin
$228K +$21.3K +36 +10%
GK
3372
Graney & King
New York
$228K +$141K +239 +143%
CF
3373
Claris Financial
Virginia
$228K – – –
AIM
3374
Alhambra Investment Management
Florida
$228K -$14.8K -25 -6%
PWM
3375
Provident Wealth Management
Tennessee
$228K – – –
133 134
135
136 137