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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
3476
Nicholson Wealth Management Group
South Carolina
$208K +$192K +335 New
FS
3477
Ferguson Shapiro
Georgia
$207K +$192K +334 New
CPP
3478
Capasso Planning Partners
South Carolina
$206K -$142K -248 -43%
GA
3479
Gordian Advisors
Arizona
$206K +$191K +332 New
PRS
3480
Pinkerton Retirement Specialists
Idaho
$206K +$190K +331 New
WC
3481
Wynn Capital
Georgia
$206K +$190K +331 New
FCG
3482
Financial Connections Group
California
$205K -$48.2K -84 -20%
KWA
3483
Kellett Wealth Advisors
Ohio
$205K +$189K +330 New
CFG
3484
Clayton Financial Group
Missouri
$205K -$5.01M -8,727 -96%
MA
3485
McGrath & Associates
North Carolina
$205K +$189K +330 New
CCA
3486
Cooper Capital Advisors
California
$204K +$189K +329 New
MGAM
3487
McGowan Group Asset Management
Texas
$204K +$189K +329 New
JC
3488
Jacobs & Co
California
$204K +$189K +329 New
MMCM
3489
Murphy & Mullick Capital Management
New York
$204K +$64.3K +112 +54%
BAG
3490
Bridgewealth Advisory Group
California
$204K +$188K +328 New
TW
3491
Towerpoint Wealth
California
$203K +$188K +328 New
SPAS
3492
Spectrum Planning & Advisory Services
California
$203K +$188K +327 New
CA
3493
Cannon Advisors
North Carolina
$202K +$187K +325 New
RF
3494
rebel Financial
Ohio
$202K +$187K +325 New
YCM
3495
Yousif Capital Management
Michigan
$202K +$187K +325 New
EFP
3496
Envision Financial Planning
Tennessee
$201K +$186K +324 New
UWM
3497
United Wealth Management
Virginia
$201K +$185K +323 New
BGA
3498
Battery Global Advisors
Massachusetts
$201K -$45.4K -79 -20%
PPWM
3499
Paragon Private Wealth Management
Kentucky
$201K +$185K +323 New
SFA
3500
Semmax Financial Advisors
North Carolina
$200K +$10.3K +18 +6%
138 139
140
141 142