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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
3376
Poinciana Advisors Group
Florida
$240K +$241K +408 New
ONSWM
3377
Old North State Wealth Management
North Carolina
$239K – – –
PWM
3378
Provident Wealth Management
Tennessee
$238K +$592 +1 +0.2%
HHRDM
3379
H&H Retirement Design & Management
Nevada
$237K +$3.55K +6 +2%
FF
3380
Fairway Financial
Florida
$237K +$238K +402 New
BGA
3381
Battery Global Advisors
Massachusetts
$237K – – –
AMIM
3382
Aull & Monroe Investment Management
Alabama
$235K – – –
AIM
3383
Anchor Investment Management
South Carolina
$235K +$4.74K +8 +2%
EFMC
3384
Empire Financial Management Company
New York
$235K +$3.55K +6 +2%
RH
3385
RFG Holdings
Texas
$234K – – –
SWM
3386
Silverlake Wealth Management
Vermont
$234K -$592 -1 -0.3%
DSAM
3387
Dock Street Asset Management
Florida
$234K – – –
VBFP
3388
Valtinson Bruner Financial Planning
Minnesota
$233K +$25.5K +43 +12%
CPA
3389
Clear Point Advisors
New York
$233K +$592 +1 +0.3%
EWA
3390
EQ Wealth Advisors
Texas
$231K +$233K +393 New
CPC
3391
Cookson Peirce & Co
Pennsylvania
$231K +$232K +392 New
PAM
3392
Pegasus Asset Management
New York
$231K -$73.4K -124 -24%
SCM
3393
Stordahl Capital Management
Colorado
$231K – – –
BFS
3394
Baskin Financial Services
Ontario, Canada
$230K – – –
IIA
3395
IPG Investment Advisors
California
$229K -$52.1K -88 -18%
FFC
3396
First Financial Corp
Indiana
$229K +$162K +273 +235%
PFA
3397
Professional Financial Advisors
Nebraska
$229K +$4.14K +7 +2%
HAS
3398
Horizon Advisory Services
New York
$228K -$6.51K -11 -3%
RMF
3399
Red Mountain Financial
Colorado
$228K +$592 +1 +0.3%
CWMGO
3400
Capstone Wealth Management Group (Oregon)
Oregon
$228K +$230K +388 New
134 135
136
137 138