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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
I
3501
IMPACTfolio
Colorado
$434K – – –
PFO
3502
Pioneer Family Office
Florida
$434K – – –
SFG
3503
Shum Financial Group
California
$433K – – –
GPCM
3504
Guardsman Private Capital Management
Florida
$433K – – –
RWFS
3505
Rayburn West Financial Services
Tennessee
$431K – – –
RMP
3506
Richards, Merrill & Peterson
Washington
$431K +$14.6K +20 +4%
PFG
3507
Pinnacle Financial Group
Illinois
$429K -$56.1K -77 -12%
CWMP
3508
Clarion Wealth Managment Partners
Virginia
$428K +$417K +572 New
ACM
3509
Alpha Capital Management
Texas
$427K +$40.1K +55 +11%
HGA
3510
Hobbs Group Advisors
South Carolina
$425K -$728 -1 -0.2%
1W
3511
1776 Wealth
Georgia
$425K – – –
OWM
3512
Orca Wealth Management
Florida
$425K +$414K +568 New
DA
3513
Dover Advisors
Virginia
$425K – – –
HWA
3514
Hillcrest Wealth Advisors
New Jersey
$424K – – –
ICM
3515
Intrepid Capital Management
Florida
$424K +$85.2K +117 +26%
IGGA
3516
Iron Gate Global Advisors
Utah
$422K -$49.5K -68 -11%
TAWM
3517
Three Arch Wealth Management
California
$420K +$105K +144 +35%
BLWM
3518
Bucket List Wealth Management
Florida
$419K +$2.91K +4 +0.7%
AC
3519
Attessa Capital
Arizona
$419K – – –
AGP
3520
Aspire Growth Partners
Florida
$416K +$1.46K +2 +0.4%
SAM
3521
Seelaus Asset Management
New Jersey
$416K – – –
HP
3522
Hilltop Partners
Indiana
$414K -$104K -143 -21%
CCA
3523
Checchi Capital Advisers
California
$414K -$9.47K -13 -2%
AWA
3524
Acorn Wealth Advisors
Michigan
$413K -$32.8K -45 -8%
LI
3525
LRI Investments
Florida
$413K -$10.2K -14 -2%
139 140
141
142 143