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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
3501
United Wealth Management
Virginia
$201K +$185K +323 New
BGA
3502
Battery Global Advisors
Massachusetts
$201K -$45.4K -79 -20%
PPWM
3503
Paragon Private Wealth Management
Kentucky
$201K +$185K +323 New
SFA
3504
Semmax Financial Advisors
North Carolina
$200K +$10.3K +18 +6%
HIIFS
3505
Harel Insurance Investments & Financial Services
Israel
$194K – – –
LWA
3506
Lowe Wealth Advisors
Maryland
$192K – – –
EPW
3507
Evergreen Private Wealth
Colorado
$187K – – –
AWM
3508
Aberdeen Wealth Management
Illinois
$186K +$172K +300 New
CFG
3509
Chapman Financial Group
Hawaii
$186K +$172K +300 New
EWA
3510
Elevate Wealth Advisory
Georgia
$185K +$72.9K +127 +74%
CWP
3511
Clark Wealth Partners
Illinois
$184K -$212K -369 -55%
AWM
3512
AllSquare Wealth Management
New York
$184K – – –
MM
3513
Main Management
California
$184K -$110K -191 -39%
ACM
3514
Anfield Capital Management
California
$181K – – –
BAM
3515
Bellevue Asset Management
Washington
$180K -$6.89K -12 -4%
MEG
3516
Millstone Evans Group
Colorado
$179K – – –
CICI
3517
Capital Investment Counsel Inc
North Carolina
$179K -$15.5K -27 -9%
SCA
3518
Stuart Chaussee & Associates
California
$175K – – –
PCTC
3519
Perkins Coie Trust Company
Washington
$170K – – –
KTC
3520
Kentucky Trust Company
Kentucky
$168K +$11.5K +20 +8%
DF
3521
DecisionPoint Financial
Arizona
$167K -$59.7K -104 -28%
MAM
3522
Morse Asset Management
Connecticut
$166K -$1.15K -2 -0.7%
CMA
3523
Cedar Mountain Advisors
Oregon
$166K +$574 +1 +0.4%
LFASL
3524
Lugano Financial Advisors SA (LFA)
Switzerland
$160K – – –
AC
3525
Arjuna Capital
North Carolina
$158K – – –
139 140
141
142 143