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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CLA
3376
Carnegie Lake Advisors
New Jersey
$296K -$34.1K -53 -11%
PA
3377
Probity Advisors
Texas
$296K -$64.4K -100 -18%
MHR
3378
Matthew Hamilton Rosenberg
$296K – – –
BC
3379
Barnett & Company
Tennessee
$293K +$282K +438 New
HWMC
3380
Heritage Wealth Management (California)
California
$292K – – –
OCPWS
3381
One Charles Private Wealth Services
Massachusetts
$292K – – –
SA
3382
Sicart Associates
New York
$292K – – –
BW
3383
BXM Wealth
Colorado
$291K – – –
MF
3384
Manchester Financial
California
$291K +$8.37K +13 +3%
PSP
3385
Pacific Sage Partners
Washington
$290K – – –
S
3386
Sunpointe
Missouri
$289K -$5.15K -8 -2%
SRWM
3387
Shira Ridge Wealth Management
California
$289K +$46.4K +72 +20%
NRWA
3388
North Ridge Wealth Advisors
Oregon
$289K +$162K +251 +139%
FCFC
3389
First Citizens Financial Corp
Iowa
$288K – – –
GCWM
3390
Graham Capital Wealth Management
District of Columbia
$286K – – –
LWA
3391
Lowe Wealth Advisors
Maryland
$286K +$76.6K +119 +39%
M
3392
MYeCFO
California
$286K – – –
EFMC
3393
Empire Financial Management Company
New York
$286K +$16.1K +25 +6%
AIS
3394
Accredited Investor Services
Minnesota
$285K – – –
TCTWM
3395
Three Cord True Wealth Management
Pennsylvania
$284K -$69.6K -108 -20%
WCFP
3396
White & Co Financial Planning
Washington
$284K -$25.1K -39 -8%
AW
3397
Atlas Wealth
Ohio
$283K – – –
CRFG
3398
Columbia River Financial Group
Washington
$283K – – –
CWM
3399
CarsonAllaria Wealth Management
Illinois
$283K +$644 +1 +0.2%
OA
3400
Oxbow Advisors
Texas
$282K -$3.22K -5 -1%
134 135
136
137 138