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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
3476
Cambridge Financial Group (Arizona)
Arizona
$403K – – –
SAP
3477
Strategic Advisory Partners
North Carolina
$403K +$399K +588 New
AHB
3478
Abner Herrman & Brock
New Jersey
$402K +$23.8K +35 +6%
FFS
3479
Fischer Financial Services
Pennsylvania
$401K – – –
BWM
3480
BlackDiamond Wealth Management
New York
$401K -$2.72K -4 -0.7%
AFS
3481
AFG Fiduciary Services
Massachusetts
$401K – – –
BMWS
3482
Brady Martz Wealth Solutions
North Dakota
$399K -$103K -152 -21%
LKIM
3483
Lawson Kroeker Investment Management
Nebraska
$399K -$20.4K -30 -5%
APW
3484
Aventura Private Wealth
Florida
$399K – – –
OFG
3485
Orcam Financial Group
California
$399K +$4.75K +7 +1%
CPA
3486
Capital Planning Advisors
California
$399K +$27.2K +40 +7%
VW
3487
Veridan Wealth
Oregon
$398K +$10.9K +16 +3%
PFA
3488
Presper Financial Architects
Ohio
$397K -$5.43K -8 -1%
CTA
3489
Clear Trail Advisors
Texas
$397K +$394K +580 New
PFO
3490
Pioneer Family Office
Florida
$397K +$393K +579 New
SFG
3491
Shum Financial Group
California
$396K – – –
RWM
3492
Rolek Wealth Management
Pennsylvania
$396K – – –
MG
3493
MilWealth Group
Wisconsin
$396K – – –
RWFS
3494
Rayburn West Financial Services
Tennessee
$395K +$391K +576 New
GPCM
3495
Guardsman Private Capital Management
Florida
$394K +$390K +575 New
MGIA
3496
Matthew Goff Investment Advisor
Texas
$394K -$12.2K -18 -3%
CPA
3497
Cathy Pareto & Associates
Florida
$394K -$2.04K -3 -0.5%
WAG
3498
Wiser Advisor Group
Arizona
$394K -$1.36K -2 -0.3%
LI
3499
LRI Investments
Florida
$392K -$2.72K -4 -0.7%
CW
3500
Channel Wealth
California
$391K +$33.3K +49 +9%
138 139
140
141 142