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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3351
CarsonAllaria Wealth Management
Illinois
$237K -$10.6K -18 -4%
TF
3352
Tandem Financial
Colorado
$237K +$28.3K +48 +13%
FFIC
3353
First Fiduciary Investment Counsel
Ohio
$237K -$37.8K -64 -13%
B
3354
Bellecapital
Switzerland
$237K +$249K +421 New
EMC
3355
Everest Management Corp
California
$236K – – –
PFT
3356
Providence First Trust
Arizona
$236K – – –
OPOWM
3357
One Plus One Wealth Management
Florida
$236K +$32.5K +55 +15%
WF
3358
WoodTrust Financial
Wisconsin
$235K -$61.4K -104 -20%
ACM
3359
Altrius Capital Management
North Carolina
$234K -$10.6K -18 -4%
AG
3360
Advocate Group
Minnesota
$233K – – –
FI
3361
Financial Insights
Washington
$233K +$245K +415 New
MFG
3362
Marmo Financial Group
Tennessee
$232K +$591 +1 +0.2%
HWM
3363
Hobbs Wealth Management
Indiana
$232K -$32.5K -55 -12%
RFW
3364
Rainier Family Wealth
Washington
$232K +$17.7K +30 +8%
CRFG
3365
Columbia River Financial Group
Washington
$232K -$21.3K -36 -8%
SIM
3366
Strategic Investment Management
Virginia
$232K -$47.9M -81,060 -99%
SRB
3367
Shotwell Rutter Baer
Michigan
$231K -$12.4K -21 -4%
DFG
3368
Dupree Financial Group
Kentucky
$231K +$243K +412 New
IA
3369
IFG Advisors
Missouri
$231K – – –
TPW
3370
Transatlantique Private Wealth
New York
$231K +$243K +411 New
CWA
3371
CJM Wealth Advisers
Virginia
$230K – – –
PAG
3372
Poinciana Advisors Group
Florida
$229K – – –
APW
3373
Axim Planning & Wealth
Ohio
$229K -$93.9K -159 -28%
IPW
3374
Inlet Private Wealth
Florida
$228K +$240K +406 New
ACP
3375
Aveo Capital Partners
Colorado
$228K -$39.4M -66,757 -99%
133 134
135
136 137