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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3426
Portus Wealth Advisors
North Carolina
$273K +$263K +408 New
RSWA
3427
Robinson Smith Wealth Advisors
Maine
$272K -$26.4K -41 -9%
SWM
3428
Schwallier Wealth Management
Michigan
$272K +$644 +1 +0.2%
RMF
3429
Red Mountain Financial
Colorado
$272K +$644 +1 +0.2%
AFWM
3430
Abich Financial Wealth Management
Virginia
$272K +$261K +406 New
PWA
3431
Primoris Wealth Advisors
Florida
$271K +$261K +405 New
WG
3432
Warner Group
Connecticut
$271K +$261K +405 New
HIMC
3433
Heritage Investors Management Corp
Maryland
$270K -$25.8K -40 -9%
MFG
3434
Midwest Financial Group
Kansas
$270K – – –
GA
3435
GoalVest Advisory
New York
$270K +$32.8K +51 +14%
VBFP
3436
Valtinson Bruner Financial Planning
Minnesota
$268K -$158K -246 -38%
AWC
3437
Adamsbrown Wealth Consultants
Kansas
$268K +$21.9K +34 +9%
CAC
3438
Core Alternative Capital
Georgia
$268K -$209K -324 -45%
AAM
3439
American Asset Management
Florida
$268K – – –
AMIM
3440
Aull & Monroe Investment Management
Alabama
$268K – – –
OPOWM
3441
One Plus One Wealth Management
Florida
$268K – – –
PWM
3442
Provident Wealth Management
Tennessee
$267K -$3.22K -5 -1%
WF
3443
WoodTrust Financial
Wisconsin
$267K – – –
GK
3444
Graney & King
New York
$266K -$5.8K -9 -2%
RCA
3445
Riverview Capital Advisers
Massachusetts
$265K – – –
RH
3446
RFG Holdings
Texas
$265K +$644 +1 +0.3%
EA
3447
Echo45 Advisors
California
$264K +$254K +395 New
CWP
3448
Clark Wealth Partners
Illinois
$264K +$56.7K +88 +30%
SFG
3449
Seamount Financial Group
Colorado
$263K +$26.4K +41 +12%
SFG
3450
Sterling Financial Group
California
$263K – – –
136 137
138
139 140