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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3426
Primoris Wealth Advisors
Florida
$271K +$261K +405 New
WG
3427
Warner Group
Connecticut
$271K +$261K +405 New
HIMC
3428
Heritage Investors Management Corp
Maryland
$270K -$25.8K -40 -9%
MFG
3429
Midwest Financial Group
Kansas
$270K – – –
GA
3430
GoalVest Advisory
New York
$270K +$32.8K +51 +14%
VBFP
3431
Valtinson Bruner Financial Planning
Minnesota
$268K -$158K -246 -38%
AWC
3432
Adamsbrown Wealth Consultants
Kansas
$268K +$21.9K +34 +9%
CAC
3433
Core Alternative Capital
Georgia
$268K -$209K -324 -45%
AAM
3434
American Asset Management
Florida
$268K – – –
AMIM
3435
Aull & Monroe Investment Management
Alabama
$268K – – –
OPOWM
3436
One Plus One Wealth Management
Florida
$268K – – –
PWM
3437
Provident Wealth Management
Tennessee
$267K -$3.22K -5 -1%
WF
3438
WoodTrust Financial
Wisconsin
$267K – – –
GK
3439
Graney & King
New York
$266K -$5.8K -9 -2%
RCA
3440
Riverview Capital Advisers
Massachusetts
$265K – – –
RH
3441
RFG Holdings
Texas
$265K +$644 +1 +0.3%
EA
3442
Echo45 Advisors
California
$264K +$254K +395 New
CWP
3443
Clark Wealth Partners
Illinois
$264K +$56.7K +88 +30%
SFG
3444
Seamount Financial Group
Colorado
$263K +$26.4K +41 +12%
SFG
3445
Sterling Financial Group
California
$263K – – –
IPW
3446
Inlet Private Wealth
Florida
$263K +$253K +393 New
PWM
3447
Partners Wealth Management
California
$263K -$30.3K -47 -11%
SCM
3448
Stordahl Capital Management
Colorado
$262K – – –
VP
3449
Verisail Partners
Georgia
$260K -$44.4K -69 -15%
HAS
3450
Horizon Advisory Services
New York
$260K – – –
136 137
138
139 140