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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3426
Byrne Asset Management
New Jersey
$231K +$214K +372 New
PMSA
3427
Patrick M. Sweeney & Associates
Illinois
$229K – – –
SWP
3428
ShoreHaven Wealth Partners
New Jersey
$229K -$94.7K -165 -31%
WCM
3429
Wallace Capital Management
Texas
$229K – – –
AA
3430
AJ Advisors
Tennessee
$229K +$574 +1 +0.3%
AFM
3431
Abbot Financial Management
Massachusetts
$228K – – –
FF
3432
Farnam Financial
Arizona
$228K -$40.2K -70 -16%
BCP
3433
Blue Chip Partners
Michigan
$227K +$210K +366 New
ICP
3434
Ironvine Capital Partners
Nebraska
$227K +$5.74K +10 +3%
AWC
3435
Adamsbrown Wealth Consultants
Kansas
$227K +$210K +366 New
RW
3436
Ridgeline Wealth
Arizona
$227K -$37.3K -65 -15%
OC
3437
Opinicus Capital
Florida
$225K +$574 +1 +0.3%
LG
3438
LaFleur & Godfrey
Michigan
$225K -$574 -1 -0.3%
WCM
3439
Westend Capital Management
California
$225K +$3.44K +6 +2%
CCP
3440
Carmel Capital Partners
California
$224K – – –
DL
3441
DOHJ LLC
Washington
$223K -$49.4K -86 -17%
PIA
3442
Powell Investment Advisors
Florida
$223K – – –
PFA
3443
Plotkin Financial Advisors
Maryland
$223K +$206K +359 New
SRWM
3444
Shira Ridge Wealth Management
California
$223K +$206K +359 New
AFC
3445
AFT Forsyth & Company
Florida
$223K +$1.15K +2 +0.6%
M1FG
3446
Mach-1 Financial Group
Arkansas
$222K +$206K +358 New
EA
3447
Ergawealth Advisors
Illinois
$222K +$206K +358 New
PFA
3448
Professional Financial Advisors
Nebraska
$222K – – –
JWCA
3449
J.W. Coons Advisors
Ohio
$222K – – –
DFG
3450
Dupree Financial Group
Kentucky
$221K -$32.2K -56 -14%
136 137
138
139 140