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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWTS
3376
Stonehaven Wealth & Tax Solutions
Wisconsin
$256K -$81K -141 -25%
HWM
3377
Hobbs Wealth Management
Indiana
$256K – – –
FI
3378
Financial Insights
Washington
$256K -$1.72K -3 -0.7%
IA
3379
IFG Advisors
Missouri
$256K – – –
GPWM
3380
Grant Private Wealth Management
California
$253K -$491K -856 -68%
BMM
3381
Berkshire Money Management
Massachusetts
$252K -$41.9K -73 -15%
GK
3382
Graney & King
New York
$252K – – –
ONSWM
3383
Old North State Wealth Management
North Carolina
$252K +$1.15K +2 +0.5%
EWM
3384
Elevatus Welath Management
New York
$252K +$1.15K +2 +0.5%
RMF
3385
Red Mountain Financial
Colorado
$252K – – –
SWM
3386
Schwallier Wealth Management
Michigan
$252K +$233K +405 New
MAM
3387
Marotta Asset Management
Virginia
$251K +$233K +405 New
PWM
3388
Provident Wealth Management
Tennessee
$251K -$574 -1 -0.2%
MFG
3389
Midwest Financial Group
Kansas
$250K +$23K +40 +11%
CWA
3390
CJM Wealth Advisers
Virginia
$250K -$3.44K -6 -1%
SFA
3391
Souders Financial Advisors
Ohio
$250K +$231K +402 New
EFMC
3392
Empire Financial Management Company
New York
$250K +$1.72K +3 +0.8%
NWAG
3393
Net Worth Advisory Group
Utah
$248K +$230K +400 New
OPOWM
3394
One Plus One Wealth Management
Florida
$248K -$11.5K -20 -5%
AMIM
3395
Aull & Monroe Investment Management
Alabama
$248K – – –
AAM
3396
American Asset Management
Florida
$248K +$230K +400 New
WF
3397
WoodTrust Financial
Wisconsin
$248K -$11.5K -20 -5%
VDI
3398
Vaughan David Investments
Illinois
$248K – – –
PWM
3399
Partners Wealth Management
California
$248K – – –
CPA
3400
Clear Point Advisors
New York
$247K +$574 +1 +0.3%
134 135
136
137 138