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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWS
3476
Brady Martz Wealth Solutions
North Dakota
$399K -$103K -152 -21%
LKIM
3477
Lawson Kroeker Investment Management
Nebraska
$399K -$20.4K -30 -5%
APW
3478
Aventura Private Wealth
Florida
$399K – – –
OFG
3479
Orcam Financial Group
California
$399K +$4.75K +7 +1%
CPA
3480
Capital Planning Advisors
California
$399K +$27.2K +40 +7%
VW
3481
Veridan Wealth
Oregon
$398K +$10.9K +16 +3%
PFA
3482
Presper Financial Architects
Ohio
$397K -$5.43K -8 -1%
CTA
3483
Clear Trail Advisors
Texas
$397K +$394K +580 New
PFO
3484
Pioneer Family Office
Florida
$397K +$393K +579 New
SFG
3485
Shum Financial Group
California
$396K – – –
RWM
3486
Rolek Wealth Management
Pennsylvania
$396K – – –
MG
3487
MilWealth Group
Wisconsin
$396K – – –
RWFS
3488
Rayburn West Financial Services
Tennessee
$395K +$391K +576 New
GPCM
3489
Guardsman Private Capital Management
Florida
$394K +$390K +575 New
MGIA
3490
Matthew Goff Investment Advisor
Texas
$394K -$12.2K -18 -3%
CPA
3491
Cathy Pareto & Associates
Florida
$394K -$2.04K -3 -0.5%
WAG
3492
Wiser Advisor Group
Arizona
$394K -$1.36K -2 -0.3%
LI
3493
LRI Investments
Florida
$392K -$2.72K -4 -0.7%
CW
3494
Channel Wealth
California
$391K +$33.3K +49 +9%
SRPTWM
3495
Split Rock Private Trading & Wealth Management
Minnesota
$391K +$388K +571 New
DF
3496
Define Financial
California
$390K +$34.6K +51 +10%
RWM
3497
Reston Wealth Management
Virginia
$389K +$386K +568 New
BLC
3498
Brown, Lisle/Cummings
Rhode Island
$388K – – –
PEA
3499
Park Edge Advisors
Ohio
$388K -$6.11K -9 -2%
CCA
3500
Checchi Capital Advisers
California
$388K -$48.9K -72 -11%
138 139
140
141 142