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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
3476
Main Management
California
$246K +$45.7K +71 +24%
FIC
3477
Family Investment Center
Missouri
$246K -$3.86K -6 -2%
PMSA
3478
Patrick M. Sweeney & Associates
Illinois
$244K – – –
WCM
3479
Westend Capital Management
California
$243K – – –
RW
3480
Ridgeline Wealth
Arizona
$243K -$1.93K -3 -0.8%
LWM
3481
Luminvest Wealth Management
Arizona
$243K +$233K +362 New
OC
3482
Opinicus Capital
Florida
$242K -$644 -1 -0.3%
LG
3483
LaFleur & Godfrey
Michigan
$242K -$644 -1 -0.3%
CCP
3484
Carmel Capital Partners
California
$241K – – –
AFC
3485
AFT Forsyth & Company
Florida
$241K – – –
PFA
3486
Plotkin Financial Advisors
Maryland
$240K – – –
PFA
3487
Professional Financial Advisors
Nebraska
$240K – – –
SWM
3488
Shelton Wealth Management
Texas
$239K +$230K +357 New
UWM
3489
United Wealth Management
Virginia
$239K +$21.3K +33 +10%
SC
3490
Summa Corp
Texas
$238K -$129K -200 -36%
FDDB
3491
Fidelity D&D Bancorp
Pennsylvania
$237K – – –
HWMG
3492
Hurlow Wealth Management Group
Indiana
$236K – – –
NI
3493
NDVR Inc
Massachusetts
$236K – – –
BSAM
3494
Blue Square Asset Management
New York
$234K – – –
PF
3495
Phoenix Financial
Israel
$234K – – –
SWTS
3496
Stonehaven Wealth & Tax Solutions
Wisconsin
$233K -$41.9K -65 -16%
CWM
3497
Concentrum Wealth Management
California
$232K +$1.29K +2 +0.6%
CA
3498
CWC Advisors
Oregon
$232K +$5.15K +8 +2%
LCGC
3499
Legacy Capital Group California
California
$232K – – –
BWM
3500
Baron Wealth Management
Michigan
$232K – – –
138 139
140
141 142