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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
3451
Matthew Goff Investment Advisor
Texas
$386K +$10.2K +15 +3%
CPA
3452
Capital Planning Advisors
California
$384K +$4.1K +6 +1%
KFS
3453
Kaizen Financial Strategies
California
$383K -$11.6K -17 -3%
AHB
3454
Abner Herrman & Brock
New Jersey
$383K – – –
FFS
3455
Fischer Financial Services
Pennsylvania
$383K – – –
BBI
3456
Baxter Bros Inc
Connecticut
$382K -$102K -150 -20%
SSWM
3457
Strait & Sound Wealth Management
California
$382K -$8.19K -12 -2%
CTA
3458
Clear Trail Advisors
Texas
$382K +$3.41K +5 +0.9%
VW
3459
Veridan Wealth
Oregon
$380K +$683 +1 +0.2%
OFG
3460
Orcam Financial Group
California
$380K – – –
SAMC
3461
Spectrum Asset Management (California)
California
$380K +$52.6K +77 +15%
CFGA
3462
Cambridge Financial Group (Arizona)
Arizona
$379K -$61.5K -90 -13%
I
3463
IMPACTfolio
Colorado
$378K -$8.19K -12 -2%
PFO
3464
Pioneer Family Office
Florida
$378K – – –
SFG
3465
Shum Financial Group
California
$378K – – –
RWM
3466
Rolek Wealth Management
Pennsylvania
$378K – – –
GPCM
3467
Guardsman Private Capital Management
Florida
$378K +$2.05K +3 +0.5%
ONSWM
3468
Old North State Wealth Management
North Carolina
$378K -$21.2K -31 -5%
MG
3469
MilWealth Group
Wisconsin
$378K – – –
GCP
3470
Guardian Capital (Pennsylvania)
Pennsylvania
$377K -$17.1K -25 -4%
RWFS
3471
Rayburn West Financial Services
Tennessee
$376K – – –
SFG
3472
SageGuard Financial Group
Tennessee
$376K -$45.1K -66 -10%
KNFPWM
3473
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$376K +$24.6K +36 +7%
BB
3474
Bell Bank
North Dakota
$375K -$170K -249 -30%
BWM
3475
BlackDiamond Wealth Management
New York
$373K -$2.73K -4 -0.7%
137 138
139
140 141