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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3476
Shum Financial Group
California
$378K – – –
RWM
3477
Rolek Wealth Management
Pennsylvania
$378K – – –
GPCM
3478
Guardsman Private Capital Management
Florida
$378K +$2.05K +3 +0.5%
ONSWM
3479
Old North State Wealth Management
North Carolina
$378K -$21.2K -31 -5%
MG
3480
MilWealth Group
Wisconsin
$378K – – –
GCP
3481
Guardian Capital (Pennsylvania)
Pennsylvania
$377K -$17.1K -25 -4%
RWFS
3482
Rayburn West Financial Services
Tennessee
$376K – – –
SFG
3483
SageGuard Financial Group
Tennessee
$376K -$45.1K -66 -10%
KNFPWM
3484
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$376K +$24.6K +36 +7%
BB
3485
Bell Bank
North Dakota
$375K -$170K -249 -30%
BWM
3486
BlackDiamond Wealth Management
New York
$373K -$2.73K -4 -0.7%
MIFH
3487
Migdal Insurance & Financial Holdings
Israel
$373K +$6.15K +9 +2%
HGA
3488
Hobbs Group Advisors
South Carolina
$372K +$28K +41 +8%
1W
3489
1776 Wealth
Georgia
$371K +$388K +568 New
CCA
3490
Checchi Capital Advisers
California
$370K – – –
HWA
3491
Hillcrest Wealth Advisors
New Jersey
$370K – – –
LI
3492
LRI Investments
Florida
$369K -$4.78K -7 -1%
SWM
3493
SFG Wealth Management
Maryland
$367K -$102K -150 -21%
RA
3494
Rubicon Advisors
California
$365K +$53.9K +79 +16%
AC
3495
Attessa Capital
Arizona
$365K – – –
RA
3496
Rockingstone Advisors
Massachusetts
$364K – – –
PCA
3497
Purkiss Capital Advisors
Connecticut
$364K -$44.4K -65 -10%
RB
3498
Richmond Brothers
Michigan
$363K – – –
RMP
3499
Richards, Merrill & Peterson
Washington
$363K +$10.2K +15 +3%
BLWM
3500
Bucket List Wealth Management
Florida
$363K +$379K +555 New
138 139
140
141 142