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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3376
Bernard Wealth Management
Michigan
$298K -$12.2K -19 -4%
RRWA
3377
Rainey & Randall Wealth Advisors
Florida
$297K – – –
SSA
3378
SSA Swiss Advisors
$297K -$32.2K -50 -10%
CWA
3379
CJM Wealth Advisers
Virginia
$296K +$25.8K +40 +10%
CC
3380
Citrine Capital
California
$296K – – –
CLA
3381
Carnegie Lake Advisors
New Jersey
$296K -$34.1K -53 -11%
PA
3382
Probity Advisors
Texas
$296K -$64.4K -100 -18%
MHR
3383
Matthew Hamilton Rosenberg
$296K – – –
BC
3384
Barnett & Company
Tennessee
$293K +$282K +438 New
HWMC
3385
Heritage Wealth Management (California)
California
$292K – – –
OCPWS
3386
One Charles Private Wealth Services
Massachusetts
$292K – – –
SA
3387
Sicart Associates
New York
$292K – – –
BW
3388
BXM Wealth
Colorado
$291K – – –
MF
3389
Manchester Financial
California
$291K +$8.37K +13 +3%
PSP
3390
Pacific Sage Partners
Washington
$290K – – –
S
3391
Sunpointe
Missouri
$289K -$5.15K -8 -2%
SRWM
3392
Shira Ridge Wealth Management
California
$289K +$46.4K +72 +20%
NRWA
3393
North Ridge Wealth Advisors
Oregon
$289K +$162K +251 +139%
FCFC
3394
First Citizens Financial Corp
Iowa
$288K – – –
GCWM
3395
Graham Capital Wealth Management
District of Columbia
$286K – – –
LWA
3396
Lowe Wealth Advisors
Maryland
$286K +$76.6K +119 +39%
M
3397
MYeCFO
California
$286K – – –
EFMC
3398
Empire Financial Management Company
New York
$286K +$16.1K +25 +6%
AIS
3399
Accredited Investor Services
Minnesota
$285K – – –
TCTWM
3400
Three Cord True Wealth Management
Pennsylvania
$284K -$69.6K -108 -20%
134 135
136
137 138