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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWTS
3501
Stonehaven Wealth & Tax Solutions
Wisconsin
$233K -$41.9K -65 -16%
CWM
3502
Concentrum Wealth Management
California
$232K +$1.29K +2 +0.6%
CA
3503
CWC Advisors
Oregon
$232K +$5.15K +8 +2%
LCGC
3504
Legacy Capital Group California
California
$232K – – –
BWM
3505
Baron Wealth Management
Michigan
$232K – – –
NG
3506
Northstar Group
New York
$231K – – –
CAP
3507
Columbia Advisory Partners
Washington
$230K +$5.15K +8 +2%
FFL
3508
Future Fund LLC
Illinois
$230K – – –
VAM
3509
Vienna Asset Management
California
$229K +$644 +1 +0.3%
HW
3510
Hamilton Wealth
California
$228K -$211K -328 -49%
MIM
3511
Moseley Investment Management
Florida
$228K – – –
UAS
3512
United Asset Strategies
New York
$228K -$32.8K -51 -13%
BFA
3513
Brown Financial Advisors
Ohio
$228K +$219K +340 New
SPAS
3514
Spectrum Planning & Advisory Services
California
$227K +$7.73K +12 +4%
BAM
3515
Byrne Asset Management
New Jersey
$226K -$21.9K -34 -9%
TIM
3516
Tevis Investment Management
Texas
$225K -$31.6K -49 -13%
VAG
3517
Vannoy Advisory Group
Texas
$225K – – –
SA
3518
Strategic Advocates
Utah
$225K +$216K +336 New
TPW
3519
Tiller Private Wealth
Pennsylvania
$225K +$216K +336 New
FF
3520
Friedenthal Financial
New Jersey
$224K +$69.6K +108 +48%
NWMG
3521
Nicholson Wealth Management Group
South Carolina
$224K – – –
QFPS
3522
Quantum Financial Planning Services
Washington
$224K -$40.6K -63 -16%
FS
3523
Ferguson Shapiro
Georgia
$224K – – –
GA
3524
Gordian Advisors
Arizona
$223K +$644 +1 +0.3%
WC
3525
Wynn Capital
Georgia
$222K – – –
139 140
141
142 143