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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3401
Professional Financial Advisors
Nebraska
$229K +$4.14K +7 +2%
HAS
3402
Horizon Advisory Services
New York
$228K -$6.51K -11 -3%
RMF
3403
Red Mountain Financial
Colorado
$228K +$592 +1 +0.3%
CWMGO
3404
Capstone Wealth Management Group (Oregon)
Oregon
$228K +$230K +388 New
NI
3405
Natural Investments
California
$228K +$230K +388 New
CF
3406
Claris Financial
Virginia
$228K +$229K +387 New
6F
3407
626 Financial
Michigan
$227K +$228K +386 New
GTAM
3408
Global Trust Asset Management
Florida
$227K +$2.37K +4 +1%
NC
3409
NBW Capital
Massachusetts
$226K -$13K -22 -5%
TWM
3410
Triton Wealth Management
Arizona
$226K +$225K +380 New
RFW
3411
Rainier Family Wealth
Washington
$225K +$227K +383 New
MIM
3412
Merrion Investment Management
New Jersey
$225K +$226K +382 New
QFA
3413
Quattro Financial Advisors
Texas
$224K -$76.9K -130 -26%
EM
3414
ELCO Management
New York
$223K – – –
4A
3415
4Wealth Advisors
Illinois
$221K +$223K +376 New
UAS
3416
United Asset Strategies
New York
$221K +$2.96K +5 +1%
GBWM
3417
Granite Bay Wealth Management
New Hampshire
$221K +$222K +375 New
3F
3418
360 Financial
Minnesota
$221K – – –
TF
3419
Tandem Financial
Colorado
$220K +$221K +374 New
KC
3420
Kinloch Capital
Virginia
$220K – – –
EFP
3421
EnRich Financial Partners
Wisconsin
$220K -$1.18K -2 -0.5%
EFP
3422
Elser Financial Planning
Indiana
$220K – – –
DF
3423
DecisionPoint Financial
Arizona
$219K +$62.1K +105 +39%
AMG
3424
Advisors Management Group
Wisconsin
$218K +$219K +370 New
TFA
3425
Trinity Financial Advisors
Ohio
$217K -$141K -239 -39%
135 136
137
138 139